POLECAM SERDECZNIE PANA RAFAŁA
Does this sound familiar?
Every month, an accounting firm collects documents from dozens of clients. Invoices arrive by e-mail, as phone photos or in envelopes, and questions and arrangements are scattered across employees’ inboxes.
At the end of the month, instead of bookkeeping, the team hunts for missing documents and reminds clients of deadlines — and the risk of mistakes grows with the number of clients.
- Clients send documents by e-mail, as photos and on paper
- Every month you have to chase missing invoices
- Arrangements with clients are scattered across employees’ inboxes
- Document data is retyped by hand into the accounting software
- Clients do not know whether their documents arrived and were booked
- Tax and social security (ZUS) amounts and deadlines have to be sent to each client separately
How it works today and after implementation
Today
- The client e-mails invoices
- An employee saves attachments in folders
- The office chases missing documents by phone
- The client e-mails to ask about the tax amount
After implementation
- The client uploads documents in the portal or app
- Documents are assigned to the client and month
- Reminders about missing documents are sent automatically
- Amounts and deadlines are visible in the client portal
How the data flows
What the solution consists of
All client documents end up in one place, organised by client, period and type — with the history and status of each one.
- documents assigned to the client and month,
- statuses: received, needs clarification, booked,
- search and archive in one place.
What we build solutions with
What our clients say about us
Polecam.
Czystym sumieniem polecam tą firmę…
Serdecznie polecam. Współpraca przebiega wzorowo, nie ma rzeczy niemożliwych. Nie tylko realizacja ale i doradztwo. Jeśli ktoś potrzebuje usług programistycznych, to APPINET jest na pewno dobrym wyborem
Bardzo dobra współpraca z Panem Rafałem Gryncewiczem. Profesjonalne dworactwo, cenne uwagi i sugestie. Otwartość na wszelkie propozycje ze strony klienta. Duży szacunek w relacjach. Strona internetowa wykonana na najwyższym poziomie. Wszystko w terminach.
Profesjonalne i miłe podejście do klienta. Szybka, trafna realizacja, konkretne rozwiązania. Serdecznie polecam.
Polecam w 100%!!! Pełen profesjonalizm, miła obsługa i doradztwo. Pan Rafał zna się na tym co robi- obsługa klienta bez jakichkolwiek zastrzeżeń! Sklep internetowy, który wykonał Pan Rafał bardzo mi się podoba i jestem baaardzo zadowolona. Polecam, polecam, polecam! :)
Polecam w 100%
Profesjonalna obsługa i super współpraca z Panem Rafałem :) jak najbardziej POLECAM
Profesjonalne podejście do klienta i ogromna wiedza, gorąco polecamy:)
Profesjonalne usługi programistyczne. Polecamy w 100%%%
Frequently asked questions from accounting firms
Will our clients manage to use the portal?
Will invoice data be captured automatically?
Will you connect the system with our accounting software?
Are our clients’ documents secure?
Can we start with some of our clients?
Where do we start?
Solutions for other industries
Describe your process — we will propose a solution
Tell us how many clients you serve and how you collect documents from them today. We will reply with a proposed first step and a quote.








