Working with a bookkeeper usually looks like this: you email invoices, they ask for the missing one, you search „sent items", then send it again. Email is the worst way to share documents - attachments get lost, versions mix, and nobody is sure what’s latest. There’s a far calmer way.
Why email creates chaos
With email, every document lives in someone’s inbox, scattered across messages. When the bookkeeper needs something, it starts: „send me that PDF again". Corrections create new versions, so which one counts is unclear. The more documents, the worse - and month-end is worst, exactly when there’s no time to search.
Sharing a folder with rights
A much better solution is for the bookkeeper to have access to a folder with rights, instead of you sending everything. Documents are in one place, always in the latest version, and the bookkeeper takes what they need when they need it. You grant access to exactly what they may see - no more, no less.
What it looks like with a DMS
In a real system there’s no sending - there’s sharing. Fascikla lets you give the bookkeeper access to a folder, or share a packet of documents by link, with no registration on their side. No more „send it again", no lost attachments - it’s all in one place, always correct. The collaboration becomes calm, not a monthly hunt for attachments.
Key takeaways
- Email is the worst way to share documents - attachments and versions get lost
- A folder with access rights = always the latest, in one place
- You grant the bookkeeper access to exactly what they may see
Frequently asked questions
Not necessarily - you can share a packet of documents by link, with no registration on their side. For ongoing work, folder access is handy.
Yes - access rights mean you share exactly certain folders or documents, while the rest stays hidden.
Read more
How long to keep which documents by law (and how not to toss them too early) → Cloud or your own server? Where your company data should live → How NarBiz tools connect into one flow (and why it matters) →Try Fascikla free
Invoices, contracts and paperwork in one place - OCR reads and sorts them for your accountant.
Korisni vodiči za male firme - jednom mesečno, bez spama.