Accountant document workflow

WhatsApp document intake that feels organised before tax season.

Vatzapp helps accountants collect, organise, and retrieve client tax documents without forcing clients into another complex portal. The live workspace keeps each firm's clients and private document originals isolated.

Current focus

Build the secure document loop first.

Step 1Client sends a receipt, invoice, certificate, or bank statement in WhatsApp.
Step 2Vatzapp stores it under the right client and tags it for review.
Step 3The accountant opens the dashboard, filters what arrived, and exports a bundle.

Secure MVP foundation

The accountant workspace now uses authenticated firm-scoped data, private uploads, and an idempotent OCR queue ready for provider processing.

Firm-level isolation

Database and storage policies scope every tenant resource to firm membership.

Private originals

Documents stay private and are accessed through short-lived signed URLs.

Reviewable processing

Uploads remain accessible while retry-safe OCR processing happens separately.

What this starter already models

The UI follows the spec’s narrow wedge: intake, organisation, review status, and export. No SARS automation, no bookkeeping, no fake intelligence layers.

Accountant-first dashboard

Shared navigation, status cards, document tables, and client-focused routes.

Supabase-ready structure

Environment guards and server/browser client factories for the real data layer.

OCR-ready workflow

Uploaded documents create stable, retry-safe processing jobs for extraction.

Planned starter screens

  • Landing page with accountant-facing value proposition
  • Dashboard with client and document activity
  • Client list with intake-code management
  • Client detail page with tax-year document history
  • Document inbox with status workflow
  • Document detail preview shell

Live data only

The dashboard, clients, and documents pages read from the authenticated firm. Demo content can be added deliberately through the same secure workflow.