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Commenda makes it easy to collaborate with your external accountant or advisory firm. This guide explains how the relationship works.

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Connecting your advisor

Your accountant or advisory firm needs to have a Commenda account. Once they do:
  1. Your Commenda account manager will link their firm to your company.
  2. The advisor firm gets access to your entities and compliance data based on their assigned permissions.

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What your advisor can do

Once connected, your advisor can:
  • View your entities — see business information, key persons, and registrations
  • Manage compliance — update filing statuses, track deadlines, and attach filed documents
  • Access financial data — view synced accounting data and transactions
  • Deliver services — handle filings, tax returns, and other compliance work on your behalf
  • Communicate with you — use built-in chat on service requests

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Communication

Each service request includes a dedicated chat room where you can ask questions, share documents, and receive progress updates. You’ll also receive notifications when your advisor updates a filing status or completes a task.

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Secure information requests

Your advisor may send you Secure information requests to collect specific data or documents. These are structured forms that ensure all required information is provided. See Secure information requests for details.

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Multiple advisor firms

If different advisor firms manage different entities or jurisdictions, Commenda supports linking multiple firms to your account. Each firm will only see the entities they’re assigned to.