Creating your firm
How your firm is created in NovaFisko, how to check its identity and keep it up to date.
The firm represents your accounting practice in NovaFisko. It carries the official identity shown on documents, exports and returns, groups your team and holds the licence. This page explains how a firm is created and how to manage its settings.
How a firm is created
There is no open sign-up: as the sign-in screen reminds you, accounts are created by your firm or by the NovaFisko administrator. There are two paths.
You are a Novadesko accounting firm
- Open app.novafisko.com and sign in with the email address and password of your Novadesko accounting firm account.
- NovaFisko has these credentials verified by Novadesko, in read-only mode.
- At the first sign-in, your accounting firm is mirrored in NovaFisko: the firm is created with its name, enterprise number, VAT number, contact details and ITAA information.
- The members of the accounting firm become users of the firm, and the businesses linked to your accounting firm whose link has been accepted become company files.
This synchronisation is replayed at every sign-in: a new member or a newly linked business therefore appears automatically.
You do not use Novadesko
The firm and the first administrator account are created by the NovaFisko team. You receive your credentials, then you add your colleagues yourself from the Team screen.
An accountant who does not belong to any firm can also create a standalone file: they then become its lead. This case mainly concerns self-employed people who keep their own accounts.
Checking the identity of the firm
- From the list of files, open Firm settings.
- Check the Firm identity section: these official details are used on documents, exports and returns.
- Correct the fields as needed, then save. The message "Settings saved." confirms the change.
| Field | Remark |
|---|---|
| Firm name | Required. |
| Enterprise number, VAT number | Shown on exports and used as the identity of the VAT filer. |
| ITAA number | Displayed with the ITAA status when the firm comes from Novadesko. |
| Email, Phone, Website | The email and phone of the firm are included in the Intervat file. |
| Address, Postal code, City, Country | Address of the firm's registered office. |
| Language | Default language of the firm, proposed for new files. |
Only the administrators and managers of the firm can edit this information. Other members see the record in read-only mode.
Resynchronising from Novadesko
If your firm is linked to Novadesko, the Sync from Novadesko button reads the record of the accounting firm again, together with its members and its linked businesses.
- Open Firm settings.
- Click Sync from Novadesko.
- The message "Firm synced from Novadesko." is displayed. If Novadesko is unavailable, the message "Synchronisation failed" appears and nothing is changed.
The action is limited to a few requests per minute. A firm that is not linked to Novadesko does not offer this synchronisation.
Switching firm
If you belong to several firms, the Switch firm action of the list of files switches from one to the other. Your rights depend on the role you have in each of them.