The free EP software for your whole workflow, from request to archive.
Projects, dossiers, intake module, accounting and calculation tools in the same system your certifying body looks into. Especially suited for independent advisors and firms with a whole team.
Functies
Projects and dossiers in one overview
A project gathers everything that belongs to one assignment: addresses, client, partner, quotes and invoices. One or more dossiers sit underneath, one per registration, all linked together.
One project, one assignment
Addresses, client, partner, quotes and invoices linked together.
Dossiers nested under the project
One per address or several per building, flexible to what the assignment needs.
Complexes via Excel
Load dozens of addresses at once with double validation.
Dossiers audit-proof, from survey to registration
In the dossier everything comes together: files, controls and registration. Folder structure and controls you set up to your own workflow, EPAdossier keeps track of what still needs to be done so you register with a dossier that's ready for the audit.
BAG fills in automatically
Address, surface area, year built and building type filled in, with the BAG PDF added directly to the dossier.
Client uploads evidence
Via a public dossier link, compliant with ISSO appendix 4 and tamper-proof.
Folder structure and controls
Configurable to your workflow, you register when everything is in order.
Intake module, choose how you use it
Work comes in the way that fits your site: as an input field, iframe or a full intake page under your own brand. On arrival EPAdossier creates the dossier and sends out the order confirmation.
Three ways to embed
A single input field, an iframe on your own site, or a full intake page under your brand.
Partners get their own channel
For real-estate partners a separate intake page with a fixed agent linked.
Straight to work on arrival
EPAdossier creates the dossier automatically and sends out the order confirmation.
From quote to invoice, automatically arranged
The whole administrative flow runs automatically: client accepts digitally, order confirmation in the dossier, invoice after completion and payment via Mollie. Templates, numbering and email texts you set yourself, and everything syncs to your accounting package.
Quote to order confirmation
Client accepts digitally, the order confirmation lands automatically in the right dossier.
Invoice and payment automatic
Invoice after completion, payment via Mollie and iDEAL, reminders go out on their own.
Templates and integrations
Numbering and email texts you set yourself, sync to Exact, Moneybird and e-Boekhouden.
Working together on the same dossiers
Work together with your colleagues on the same dossiers, each from their own role. Unlimited team members, no extra licences, activity logged per user.
Multiple advisors per dossier
Work together on the same dossier, each from their own role.
Roles for every team member
Advisor, planner, accountant and admin, everyone sees what they should see.
Unlimited team members
No extra licences, activity logged per user.
Everything that comes with it, built in.
Alongside the core features above you get a set of supporting tools for the daily practice as an EP advisor.
NTA 8800 decision schemes and helpers, local in your browser, results straight into the dossier.
Registered labels land automatically in the right dossier, you link your mailbox once.
Encrypted EU cloud, nothing on your laptop, kept audit-proof for 15 years.
Colours, letterhead, email templates and PDF templates under your brand.
Quality manual, audits and complaints run in the same tool as your certifying body.
Quotes, invoices and emails automatically in the language you set per client.
Ready to start with your first audit-proof dossier?
Free signup, no credit card. Your whole team works together in one place straight away.