Pilot program for accounting offices

We are looking for a few offices to try DOXIO with real clients for 6 months. You get the Team plan for free and a direct line to the people who build DOXIO. We get feedback from everyday work.

The number of places is limited. We review applications by hand, one by one.

The pilot terms on one sheet

No small print. This is what you get and this is what we need from you.

What you get

  • The Tým plan free for 6 months

    5 users included, 75 active client workspaces and 50 GB of storage. After the pilot you can continue at the regular price of CZK 1,690 a month, switch plans, or cancel.

  • Onboarding call and setup

    On an online call we go through how you work with clients and documents today, and set up client workspaces and the export to your accounting software together.

  • Priority support

    You write directly to the people who build DOXIO. Bugs that block your work are fixed first.

  • A say in what comes next

    What you miss in practice gets priority on the roadmap. We keep you posted on what came of your suggestions, what did not, and why.

What we ask of you

  • Regular feedback

    Tell us briefly what slows you down, what is missing and what works. Short notes whenever something comes up are enough.

  • A short call once a month

    About half an hour online, at a time you choose.

  • A reference only with separate consent

    We use your office's name or your words only if you give us separate consent. Taking part in the pilot does not depend on it, and you can withdraw it at any time.

What you will work with

Every client has a workspace: the documents they sent, what needs booking and what needs clarifying. Clients upload documents themselves through a web portal, with no installation and no password.

A sample client workspace in DOXIO (made-up data).
Take the product tour

Who the pilot is for

  • Accounting and tax offices in the Czech Republic that keep the books or tax records for several clients.
  • Offices whose clients send documents by e-mail or shared folders, or bring them in person, and that want order in it.
  • You work in POHODA, Money S3, ABRA Flexi or another program. We set up the document export together.

Who it is probably not for

If you need a finished system that replaces your current process exactly, with no changes, it is better to wait for a later version.

How the pilot works

  1. Application

    Fill in the form below. It takes a few minutes.

  2. Introductory call

    We call at the time you choose and find out together whether we are a good fit.

  3. Invitation and setup

    We send you a sign-up link. It activates the Team plan for free for 6 months. We set up your office together.

  4. 6 months of everyday use

    You use DOXIO with your clients and we talk once a month.

  5. End of the pilot

    You decide whether to continue at the regular price or cancel. You can export your data at any time.

Pilot application

We use the details only to handle your application and arrange the pilot. Apart from the confirmation we send you nothing by e-mail unless you tick the news box below.

The number of places is limited. We review applications by hand, one by one.

Which accounting software do you use?

You can pick more than one.

For example collecting documents from clients, signing contracts and powers of attorney, or seeing what is missing from which client.

Questions and answers

How much does it cost?

You pay nothing for the Team plan during the pilot. After 6 months the subscription continues at the regular price of CZK 1,690 a month unless you cancel it before. Extra users beyond the plan are charged according to the price list.

Why do I enter a card when activating?

We set up the subscription the same way as for other customers, just with a 100% discount. The card is only used after the pilot ends. You can cancel the subscription at any time in Settings → Billing.

What if you do not pick us?

We will reply either way. You can then try DOXIO in the regular 14-day trial.

Where is our data stored?

The application, database and files run in the EU (Railway, the Netherlands). All sub-processors are listed on the Sub-processors page.

Can we leave the pilot early?

Yes, at any time. Cancel the subscription in settings and export your data before deleting the organization.

Will you list us as a reference?

Only if you give us separate consent, on the form or later. Without it we do not mention your participation anywhere.

Why don't you send us the offer by e-mail?

We may only send a commercial e-mail to someone who agreed to it beforehand. That is why we tell you about the pilot by letter, phone or LinkedIn, and only write by e-mail after you send the application.