All your documents on a shared and secure space
Store all documents relating to the company or the firm directly on Regate, to work together on a single source of information!
Effective document management
Centralization of information
On Regate, collect and archive accounting documents but also all other administrative or financial files of the company.
Quick search for documents
Stop wasting time managing your files: you can sort them, prioritize them or even rename them to find them easily.
Simple & secure collaboration
Forget the shoebox: you benefit from a secure space for sharing between the accountant and his client, designed to facilitate collaboration.
Manage
Easily the documents
- Simply import one or more documents from your computer
- Upload documents in all sorts of formats (.pdf, .doc, .xls...)
- Download them again on your computer if necessary
- Rename, delete, or view all documents.
Classify
your files to find them quickly
- Add 100% customizable tags to categorize your documents: contract, pay slip, status, tax return...
- Sort them by any column for easy categorization - this organization only appears on your interface
- Use the search bar to filter by title, tag, or name of the person who submitted it
Collaborate
with your stakeholders
- No more sending by email or confusion about document versions: they are uploaded directly to the platform and other users have access to them in real time.
- Documents are marked as “Urgent” to indicate that they should be treated as a matter of priority
FAQ
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What they think of us...
Discover the feedback from our customers,
and how Regate changed their daily lives.
Get started in a few hours!
No technical development on your part is necessary. Our teams take care of everything and support you to configure your Regate interface according to your needs.
What if you try Regate?
Regate automates your financial and accounting management and saves you time on a daily basis.
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