Frequently Asked Questions

Greenstamp is an AI-powered platform that helps Mexican accountants and accounting firms serve more clients without hiring more staff. We provide self-service portals for your clients to create their own invoices, while you maintain control over validation and stamping.

Greenstamp is built for Mexican accountants and accounting firms who want to scale their practice. We're especially popular with practices serving 50-150 clients who want to grow without increasing their staff costs.

Instead of hiring more accountants to handle client invoicing, Greenstamp enables your own clients to create their invoices through a simple portal. You just review and approve—dramatically reducing time per client while maintaining quality control.

Most CFDI software is designed for individual businesses—one company, one account. Greenstamp is built for accounting firms that manage dozens or hundreds of clients. Our multi-client dashboard, white-label portals, and approval workflows are designed specifically for how accountants work.

Yes! Greenstamp is available in both Spanish and English. You can switch languages at any time, and your client portals also support both languages.

You'll need your clients' CSD certificates (Certificado de Sello Digital) from SAT. These are the digital certificates that allow invoices to be signed. If any client doesn't have theirs yet, we can guide you through the process of obtaining them.

Initial setup takes about 15 minutes. After that, adding each new client takes around 5 minutes—upload their CSD, configure their portal, and they're ready to create invoices.

No. Greenstamp is cloud-based, so your clients can create invoices from anywhere—their office, home, or on the go. They just need internet access and their portal credentials.

Yes. You can import client information via CSV, including RFCs, tax data, and regime setup. We also support bulk upload of Constancia de Situación Fiscal (CSFs) to streamline onboarding.

We can guide you through the process of obtaining CSDs from SAT. The process typically requires the client's RFC and e.Firma. Contact us and we'll walk you through the steps.

Each client gets their own white-label portal where they can create invoices, view their history, and download XMLs and PDFs. When they create an invoice, it comes to you for approval before being stamped.

Your clients see a clean, simple portal with your branding. They can create invoices, view previous invoices, and download receipts. They don't see other clients or your admin dashboard.

Our AI validation catches common errors before the invoice reaches you. If there's an issue, the client sees a clear message explaining what to fix. You can also reject invoices with notes if additional changes are needed.

Yes. You can configure permissions per client—some can only create invoices, others can view full history. You can also require approval for all invoices or allow auto-stamping for trusted clients.

Yes. Client portals can be configured under your own domain (e.g., portal.yourfirm.com) with your logo and colors. Your clients see your brand, not ours.

CFDI is Mexico's mandatory electronic invoicing system. Any business operating in Mexico must issue these digital tax receipts for all transactions. Learn more in our CFDI Guide →

Greenstamp's AI validation catches most errors before stamping. If you need to fix an invoice after it's stamped, you can initiate a cancellation request through our platform. The receiver has 72 hours to respond. Learn about cancellation rules →

Every invoice goes through our AI-powered validation before stamping, checking against SAT's CFDI 4.0 requirements. Once stamped, invoices are certified by an authorized PAC and registered with SAT. You receive a stamped XML with a unique UUID—proof that SAT has validated the invoice.

Yes. When you record payments against invoices with deferred payment terms (PPD), Greenstamp automatically generates and stamps the required payment complement CFDIs. We track payment allocations and ensure compliance with SAT's reporting requirements.

Answer

We offer plans based on the number of clients you manage: Starter ($99/month for up to 25 clients), Growth ($249/month for up to 75 clients), and Professional ($499/month for up to 150 clients). All plans include unlimited invoices, AI validation, and client portals.

Yes. Contact us for a 14-day trial. We want to make sure Greenstamp is the right fit for your practice before you commit.

No setup fees. You can get started quickly without any upfront costs beyond your subscription.

Yes. You can cancel your subscription at any time. We'll help you export your data and ensure a smooth transition. Note that you'll still need to retain your CFDIs for 5 years per SAT requirements—we can provide exports in the required formats.

We'll notify you when you're approaching your limit. You can upgrade your plan at any time to add more client capacity. No surprise overage charges.

Yes. We use AES-256 encryption for all data at rest and in transit, including CSDs. Our infrastructure is built on enterprise-grade cloud services with SOC 2 Type II compliance. We never share your data with third parties.

Your data is stored in secure, geographically redundant data centers. CSDs are stored in isolated, encrypted vaults with strict access controls. All data handling complies with Mexican data protection requirements.

CSDs are encrypted with AES-256 and stored in isolated vaults. They're only decrypted momentarily during the invoice signing process, and access is logged and audited. Certificate passwords are never stored in plain text.

You control who has access to your Greenstamp account. You can invite team members with different permission levels—some users can create invoices while others have admin access. All access is logged for audit purposes.

All customers receive email and chat support with responses within 24 hours. Our support team is Mexico-based and understands the unique challenges of Mexican accounting firms.

Support is available 24/7 via email and chat, with responses during Mexican business hours (9am-6pm CT, Monday-Friday). Urgent issues are prioritized and addressed as quickly as possible.

Yes. We provide guided onboarding to help you set up your account, upload client certificates, and create your first invoice. We'll make sure your team is comfortable using Greenstamp before we consider you fully onboarded.

Yes. We offer training sessions for teams that need it. We also have a library of tutorial videos and guides that your team can reference at any time.