Document collection22
Withholding and CU check30
Electronic filing14
Receipt to client6
Done8
Home
Mail
Filing
Clients
Deadlines
Payments
IA
Tutto
Nuovo cliente
Richiedi documenti
Manda in firma
Prepara F24
Chiedi un pagamento
In arrivo
Back
Email and certified email
Authorise Gmail, Outlook and supported certified email inboxes. You can keep using your usual email software.
Prisma · a Mastro product
Your firm’s processes, from the first document to payment.
The platform that structures processes and automates your firm’s work.
Accounting stays in the software you already use.
Assisted setup · A written proposal for your firm
Demo data
Already working with Prisma
Studio Baire
Studio Bisesti
The product at work
See Prisma at work.
Choose an area: these are Prisma’s real screens, with sample data.
Every morning you know where to start
Home lines up the day’s work: what is late, what is waiting for a signature, what needs filing.
- The morning briefing, already written
- The first thing to do, at the top
- The week’s deadlines, client by client
- A briefing on the day, written every morning
- The first thing to do
Documents can be requested on WhatsApp too- Every client’s deadlines
Sample data
Email and PEC, organised by client
Your firm’s inboxes in one place. Each message is linked to its client and becomes a task or a deadline.
- Gmail, Outlook and supported PEC inboxes
- Assign a message to a colleague
- Team notes the client never sees
- To reply, to read, nobody has touched it
- The PEC lands on the right client
- It becomes a deadline in one click
- Team notes the client never sees
Sample data
Every client on one record
Details, documents, deadlines and anti-money-laundering for a client sit together. Documents are requested from the record and land on the right client.
- What needs you and what is waiting on the client
- Documents requested and chased from the record
- Filing, deadlines and the AML file
- All of your firm’s clients
- What needs you and what waits on the client
- Request documents from the record
- And ask Prisma about the client
Sample data
Signatures and approvals, without chasing
Engagements to sign, F24s to approve and documents to upload: everything you asked clients for, with the status of each request. Approving an F24 does not make the payment.
- Advanced electronic signature in the browser
- F24s uploaded from your software’s PDFs
- As a list, in columns or on the calendar
- Everything you asked clients for
- Engagements to sign, F24s to approve
- Who has already replied
- What has expired, at a glance
Sample data
Fees are collected with a link
You send the payment request, the client pays from the link and the money reaches your firm’s account.
- Who is late, at a glance
- You send the reminder, on WhatsApp too
- Invoicing stays a separate step
- What is left to collect
- Into the firm’s account
- Who is late, at a glance
- You send the reminder, on WhatsApp too
Sample data
Clients upload, sign and reply
A portal with your firm’s name. Clients open the link you send, on a phone too, with nothing to install.
- Sees what to upload
- Signs engagements and approves F24s
- Pays fees from the link
- With your firm’s name
- Engagements, F24s and payments, all here
- What to upload, with one button
- What the firm sends them
Sample data
Your firm’s timesheet, client by client
In Time, Prisma’s timesheet, everyone logs the hours they work: with the timer, by writing them like to a colleague, from the calendar, from a file or with a WhatsApp voice note. The owner sees the whole firm’s hours, by client and by person, and how much there is to invoice.
- The timer runs on a client and a piece of work
- Hourly rates by firm, person or client
- The summary downloads for Excel
- The timer, on a client and a piece of work
- Hours already done are written like this
- Or from the calendar, a file or by voice on WhatsApp
- How much there is to invoice
- Firm hours are not invoiced
Sample data
Hours, questions and documents from your phone
Mastro has a WhatsApp number. Everyone in the firm links their own phone once, from their Prisma profile, and writes to Mastro like a colleague. Before creating or changing anything, Mastro asks for confirmation.
- A voice note with your hours becomes a Time entry
- Narya answers questions with your firm’s data
- Photos and PDFs land in the Archive, ready to sort
- A voice note, like to a colleague
- The hours go into Time
- Every reply can be undone with one tap
- The AI proposes, the accountant decides
- A photo or a PDF goes into the Archive, ready to sort
Sample data
Prefer an overview? Watch the full video
One process, from start to finish
From a filing requirement to completed client work.
Your firm
The client
Set up the job
Choose the filing and the clients. Stages run from collecting documents to filing.
Assign who handles it
Each job has a client, a deadline and a responsible person.
Request the documents
Prisma prepares the request, you send it. Replies come back to the client record.
Complete the job
See what is ready, what is stalled and what is missing, client by client.
The client replies
Uploads documents from the link, on a phone too, with no app to install.
Prisma prepares, your firm decides: reminders never go out on their own
Everyday work
Your firm’s work, connected to its clients.
Everything about a client sits on their record. Feature availability depends on your plan.
Bellini Energia S.r.l.The client record
- Form 770 · stage 2 of 4
- PEC from the tax agency · to read
- 3 documents requested · 1 received
- November F24 · awaiting approval
- Quarterly fee · to collect
- Portal · 2 files uploaded by the client
Sample data
Client work and deadlines
Tasks, dates and responsible people to track your firm’s work.
Communications
Email and certified email organised by client, with priorities and follow-up tasks.
Documents and clients
Client records, document requests, filing and anti-money-laundering files.
Engagements and F24
Engagement letters to sign and F24 forms for the client to approve.
Collections
Payment requests, collection status and reminders to manage.
Client portal and collaboration
Clients upload, sign and reply. Your team tracks activities with the roles included in your plan.
How it fits into your firm
Keep your accounting software. Organise work in Prisma.
Mail, folders and WhatsApp connect. Your accounting software does not: you import from files.
Connected: mail stays in your usual app too
Drive, OneDrive or a server
Connect your firm’s folders. Computer folder sync is included in the Network plan and requires the application on a computer that stays on: we help you configure it.
Connected: files stay in your folders
Your accounting software
Accounting, financial statements and tax returns stay in your accounting software. Import client records from Excel or CSV and upload F24 forms from exported PDFs.
Imported from files: records from Excel or CSV, F24s from PDFs
WhatsApp Business
Request documents and send reminders on WhatsApp too, from the firm’s number, through the official API. Documents that arrive can be suggested for filing. From the Studio Plus plan.
Connected: the firm’s number, through the official API
Prisma- Clients and jobs
- Mail and PEC by client
- Filed documents
- Deadlines, signatures, payments
Import, without continuous sync
An address updated in Prisma does not change in your accounting software on its own, or vice versa: client record changes go into both systems. Your existing archive stays in the folders you already have.
Assisted setup
Start with one process. With a person from Mastro.
Together we choose the first workflow to move into Prisma and the people to involve. You do not need to activate every process at once.
Before you start
Choose the first process
The demo starts with one of your firm’s tasks. The written proposal sets out your plan, costs and setup process.
Setup
Configure your tools
We help you connect inboxes and folders and import client records. Dates and the people involved are set out in the agreed plan.
First month
Start using the first workflow
Four short sessions to get started and review the work together. Additional processes are introduced gradually, following your firm’s plan.
sessions
Then
The other processes, one at a time
Once the first is running, the next one is added.
Data and responsibilities
Where data is stored and how it is processed.
AI processing is separate from document storage. The dossier describes providers, locations, processing and service terms.
A document arrives
From email, the portal or WhatsApp.
Italy
It is filed
In your firm’s folders. If Mastro stores it, on Google Cloud in Italy.
European Union
AI reads it
Google’s Vertex AI, in European locations. Content is not used to train models.
A record remains
Sends, signatures and document movements can be traced.
The application database is in Zurich and the application runs in Belgium. Providers, roles and exit terms are in the dossier.
Read the privacy dossier before setupFrequently asked questions
What firms ask us before they start.
Can’t find what you are looking for? Ask in a demo
Does Prisma replace or sync with my accounting software?
Prisma works alongside your accounting software. Client records are imported from Excel or CSV and do not sync automatically: later changes must be updated in both systems. F24 forms are uploaded from PDFs exported by your accounting software.
What is automatic and what do I approve?
Prisma associates information with clients and prepares suggestions and tasks. Your firm checks the data and decides which actions to take. Reminders to clients never go out on their own: Prisma prepares them and your firm sends them with one click.
Does approving an F24 execute the payment?
Approval collects and records the client’s response to the form. It does not execute the tax payment. Preparation, submission and payment follow your firm’s process and channels.
How are engagement letters signed?
The client opens a browser link and follows the service’s signing process, including identification, enrolment and a confirmation code. Advanced electronic signatures and F24 approvals are separate processes. See the dedicated page for requirements, documents and service terms.
Signing service documentationWhat does it cost and what is included?
The proposal depends on the plan, seats and client tier. It sets out features, setup, included quantities and overage costs, for example SMS-code signatures and timestamps. It also specifies the terms of external services such as payment processing.
Ask for a proposal for your firmWhat happens to my existing documents?
Your existing archive stays in your firm’s folders. Setup covers documents and processes managed from then on; any need to reorganise or retrieve historical records is assessed before starting. Computer folder sync is available in the Network plan and requires the sync application.
Are filing and preservation the same thing?
Filing organises working documents and makes them easier to find. Preservation services add copies with a hash and timestamp, following the process for each document. Covered categories, duration, providers and terms are defined before setup: a filed copy and a preserved document serve different purposes.
Read the dossierHow do I collect payments and handle invoices?
Your firm sends a payment request and the client pays through the connected service. Funds reach your firm’s account through Stripe. A payment request or pro forma does not replace issuing an invoice, which remains a separate step.
Do clients need to install an app?
The portal opens from a link and works on a phone without installing an app. Clients follow the required access and confirmation steps to upload documents, reply or sign. Your firm can help when needed.
Can I export data if I stop using the service?
Client records and documents can be exported in standard formats such as CSV, PDF and original files. Documents in your firm’s folders stay there. Export, termination and copy-retention arrangements are described in the service terms.
Your next step
See how your firm would work.
Thirty minutes with a person from Mastro: we start with one of your firm’s tasks, demonstrate it in Prisma and discuss your plan and setup.
You can describe the case verbally: no client documents are required to book. No obligation.