Client documents on time, without reminders.
Accounting firms and finance teams get a portal where clients upload documents, see their tax liabilities and stop calling to ask how much they owe.
What usually doesn’t work
Documents on the last day
Clients bring invoices in a carrier bag or send photos on a messenger.
Retyping invoices
Manual data entry takes hours and invites mistakes.
Telling clients about taxes
Social security, VAT and income tax amounts emailed to each client separately.
Document exchange portals, invoice OCR, KSeF and automated bookkeeping.
This is what it could look like for you
A simplified, working part of a system we build for companies in this industry. Try it out.
What we build for companies in this industry
We combine modules into one system or roll them out one by one, starting with what brings the fastest result.
Client portal
Document uploads, statuses, liabilities and announcements.
OCR and automatic booking
Invoices and receipts read automatically with a suggested posting.
KSeF integration
Purchase invoices downloaded and sales invoices sent without manual work.
Accounting software integrations
Exports to the bookkeeping programs your firm uses.
Task flow in the firm
Who handles which client, filing deadlines and stand-ins.
Reminders and notifications
SMS and email about missing documents and payment deadlines.
How we start
- 1
Call and workshop
An hour-long call, then a workshop with your team. We map processes, problems and what will bring the fastest result.
- 2
Figma prototype
A clickable design of the key screens that you test with staff or customers before any code is written.
- 3
First version in 8–12 weeks
We build in two-week sprints. After each one you see a working part of the system.
- 4
Launch and growth
Training, data migration, support and further modules by priority.
Industry questions
Does the portal work with our accounting software?
Yes, we prepare exports in formats supported by popular accounting programs.
Can clients upload photos of receipts from the phone?
Yes, through the mobile app or the website on their phone.
Will the portal carry our firm’s brand?
Yes, with your logo, colours and domain.
Show us how you work today. We’ll suggest what to change first.
Tell us briefly what you do and what you want to improve. We reply within one business day with a proposed time for a call.
Book a free consultation