Home Client portal and app
Your tax compliance in one secure portal
Included in every monthly package. You upload your documents, send invoices, view your file and keep your mileage log, behind a login with a one-time code. On your phone or on your computer. In the iPhone app, Valorem AI drafts invoices, quotes and trips for you: just type or speak.
Try the client portal
Everything in its place.
Wherever you are.
See how you work with Valorem. Open a document, add a sample receipt or create a sample invoice.
- See what needs your attention
- Find your documents in one place
- Keep your tax adviser close
This interactive example uses fictional data. Nothing is sent or stored.
Welcome, Sample Studio.
A clear view of your administration.
Something is ready for you
A sample report is waiting for your approval.
Two sample documents are available in your file.
Your file
Your documents together, with a clear status.
Sample-report.pdfSample awaiting approval+
Sample report
This is where you normally read and approve a document. This report contains only fictional information.
- Administration
- September · sample
Engagement-letter.pdfSample document+
This normally contains the arrangements with your tax adviser. This document is fictional and provided as an illustration.
One more receipt? Easy.
In your real portal, choose a file or use the scanner. Here you can try it with a sample receipt.
Your sample stays within this demonstration.
Your invoices
Create and send your own invoices. You see straight away what is still open.
This is an example. No invoice is sent.
Take a closer look at the app
From your overview and Valorem AI to your file and your documents. Use the arrows or swipe to explore the screens.
Included in every package
What you can do with it
Valorem AI
Type or speak what you need, for example ‘invoice for Jansen, 8 hours at 55’, or photograph a work order. Valorem AI fills in the invoice, quote or trip; you check and send it. You can also ask about your figures, such as the VAT you pay this quarter. In the iPhone app.
Scan receipts
Take a photo of a receipt or pick a file, up to two hundred at a time. Large photos are made smaller automatically. We do the sorting.
Create and send invoices
Pick the customer, fill in what you did and the amount, and send the invoice as a PDF. You see which invoices are still open and which are overdue. A credit note or reminder takes one tap. With your own logo and colour.
Your file in one place
Purchase and sales invoices, receipts, bank statements and returns are grouped by year and quarter. Permanent documents are kept separately. Search by document name and filter by year or document type. Each return shows whether it is in progress or filed.
Useful notifications
You get a notification a week before the VAT deadline, when your return is ready to approve and when an invoice is three days overdue.
Review and approve your return
We prepare the return with its amount. You review it and approve it through a confirmation window with an explanation. Your tax adviser then files the return. Once it is filed, you see the amount, the payment due date and the payment reference, with a button to copy them.
How to start
Download the app
On iPhone you download the Valorem app from the App Store. On Android and computer you open the portal in your browser. We give you your client number when you become a client.
Sign in with your code
Enter your client number and use the code from your email. No password to remember. In the iPhone app you then protect the app with Face ID.
Send your first documents
Scan a receipt or pick files under Send files and send them. We do the sorting.
Included, and no accounting software needed
The app comes with every monthly package. You pay nothing extra, and you do not have to buy or learn any software.
- Included in every monthly package
- No separate password needed: sign in with a code by email
- You can only view your file, so nothing in it can get lost
- A question about the app? Just send us a WhatsApp or email
Also in the app
- A mileage log that completes addresses and adds the distance
- Your turnover and VAT per quarter, calculated from your own invoices
- Invoices you send through the app do not need to be sent in separately
- On iPhone the app from the App Store, on Android and computer in your browser
Already a client?
On iPhone you open the Valorem app from the App Store. On Android or computer you open the portal. Sign in with the code from your email.
Want this too?
Choose a monthly package and the app comes with it. From € 89 a month, for a fixed price.