One platform for every EPA dossier, from request to archive.
From client request to paid invoice, from survey to fifteen years of audit-proof archive. One environment for EP advisors and certifying bodies, all interconnected.
From client request to paid invoice, from survey to fifteen years of audit-proof archive. One environment for EP advisors and certifying bodies, all interconnected.
Dossiers processed and stored audit-proof.
Securely stored on European servers.
Fully compliant with the standard.
Whether you draw up labels yourself or oversee and audit member advisors, EPAdossier works with you.
From independent EP advisor to a firm with a hundred advisors: dossiers, invoicing, planning and calculation tools in one place.
See for EP advisorsQuality manual, complaints register, audits and sample checks: in the same tool where your member advisors also work.
See for certifying bodiesThe intake module lands directly as a draft dossier. BAG fills in address, surface area, year built and building type automatically. The client uploads evidence via a public dossier link, compliant with ISSO appendix 4.
An input field, an iframe on your own site, or a full intake page.
Address, surface area, year built and building type filled in automatically.
Via a public dossier link, tamper-proof and compliant with ISSO appendix 4.
Folder structure and controls you set up yourself. EPAdossier keeps track of what still needs to be done so you register with a dossier that's ready for the audit. After that the EP-Online label lands automatically in the right dossier via mailbox sync.
Matched to your workflow and your certifying body's requirements.
Registered labels match automatically on address and land in the right dossier.
Legal retention period baked in, immediately findable at audits.
Quote accepted digitally, order confirmation in the dossier, invoice after completion and payment via Mollie. Templates and email texts you set yourself, everything syncs to your accounting package.
The order confirmation lands automatically in the right dossier.
Invoice and reminders run on their own.
Exact, Moneybird and e-Boekhouden.
No more handoffs between the two roles. The quality manual is always one click away. Audits, complaints and corrections come directly into your dashboard.
Living version control and digital acceptance per version.
Findings directly in your dashboard and mailbox.
The dossier is already where it should be.
Alongside the core features you get a set of supporting tools that cover the whole working day, without separate integrations or extra subscriptions.
NTA 8800 decision schemes and helpers, local in your browser, results straight into the dossier.
Encrypted EU cloud, nothing on your laptop, kept audit-proof for 15 years.
Colours, letterhead, email templates and PDF templates under your brand.
Advisor, accountant, planner and admin with unlimited team members, everyone sees what they should see.
Sync to Exact Online, Moneybird and e-Boekhouden, one source and no double entry.
Quotes, invoices and emails automatically in the language you set per client.
And lots more, with smart additions coming all the time.
EP advisors and certifying bodies work in the same tool. What you pay depends on your role in the chain.
Requests, dossiers, invoicing and planning in one place. Audit-proof and BRL 9500 compliant.
What's included
A tailored programme for your organisation, including the legal 15-year retention period per dossier. Securely stored and BRL 9500 compliant.
Included
Free signup, no credit card. Your whole team works together in one place straight away.