Accounting Firm Software — Client Portal, Documents, Deadlines and Invoicing
Accounting firm software from Saitami means a client portal for document upload, a register of deadlines toward the tax and social-security authorities, task allocation between accountants and automatic invoicing of retainers — all connected in one system on top of your accounting software. We build the solution around the real flow of the practice — from receiving a document from the client, through bookkeeping and filing returns, to the payment reminder and the monthly invoice. We do not replace Microinvest, Azhur or your accounting product; we add the operational layer they lack — portal, tasks, deadlines and client communication. Prices are fixed in EUR, with no per-client fee and no per-accountant subscription.
Why accounting firms lose time and clients without operational software
An accounting firm with 5-40 client companies lives by deadlines — monthly VAT, social-security contributions, annual financial statements, yearly taxes. When documents arrive chaotically and deadlines sit in Excel, every miss is a fine and lost trust.
- ✓Documents over chat, email and paper — the client sends an invoice through three different channels; the accountant wastes time collecting them and some documents surface after the VAT deadline.
- ✓Deadlines live in someone's head — the register of returns, statements and contributions is an Excel sheet or the owner's calendar; on leave or staff turnover a deadline is missed and a tax assessment arrives.
- ✓Workload is invisible — nobody knows exactly how many companies each accountant handles and who is overloaded; new clients are allocated by feel.
- ✓Retainer invoicing is manual — monthly client invoices are produced by hand; forgotten invoices, wrong amounts and late payments that nobody tracks.
- ✓The client cannot see status — the client company calls to ask "has the return been filed"; the accountant stops work to answer instead of the client checking the portal.
- ✓Extra services go unbilled — a report, a consultation, an ad-hoc statement outside the retainer, but without tracking half stay free and the firm loses revenue.
What we deliver in the accounting firm software
Every client company uploads invoices and documents to the portal — a phone photo or a file. Documents arrive sorted by period and type, with no searching through chat.
A calendar of every deadline toward the tax, social-security and company registers per client — VAT, contributions, financial statements, yearly taxes. Automatic reminders before each deadline.
Companies allocated per accountant, tasks per client and period, visible workload. The manager sees who is overloaded and who can take a new client.
Monthly retainers are invoiced automatically; extra services are added in a few clicks. Tracking of paid and overdue invoices.
Queries, answers and statuses per client in one place. The client sees in the portal whether a return is filed, without calling the accountant.
We connect the portal to Microinvest, Azhur or the product you use, so documents and data flow with no double entry. See also business software.
How we roll out accounting firm software
The practice runs every month under deadlines and cannot stop. So we roll out in phases and ship the client portal and deadline register first — the part that removes the most stress at once.
1. Workflow walkthrough
We walk the real flow — how documents arrive, who does the bookkeeping, how deadlines are tracked, how invoicing happens. We document clients, services and the accounting software.
2. Portal and deadline register in 3-4 weeks
We launch the client portal and the deadline calendar. Documents stop getting lost in chats and no deadline passes without a reminder.
3. Tasks and allocation
We add tasks per client and the visible workload of accountants. See also custom software development for processes specific to the practice.
4. Invoicing and integration
We set up automatic retainer invoicing and connect the portal to your accounting software for document and data exchange.
5. Training and support
We train the accountants and roll the portal out to client companies with a short guide. After go-live we stay on monthly support with same-business-day response.
Pricing and timeline
A full package with tasks, invoicing and integration is €8,000-€14,000 depending on the number of clients and accountants. Prices are in EUR; code and data stay with you. See also custom software development and business software.
Frequently asked questions
How much does accounting firm software cost?
A client portal and deadline register with training start from €4,200. A full solution with tasks, workload, automatic invoicing and accounting-software integration is €8,000-€14,000 depending on the number of clients and accountants. Monthly support is from €110 with no per-client fee.
Do we have to replace our accounting software?
No. The system does not replace Microinvest, Azhur or the product you use — it adds the operational layer on top: portal, deadlines, tasks and invoicing. We connect the two systems so documents flow with no double entry.
How does it help with missed tax deadlines?
The register holds every deadline for VAT, contributions, financial statements and annual taxes per client. The system sends reminders before each deadline and shows which tasks are not yet closed, so no deadline passes unnoticed.
Is the portal convenient for client companies?
Yes. The client uploads a document with a phone photo or a file, sees the status of returns and invoices and communicates with the firm in one place. This removes the "is it filed" calls and manual document entry.
Is it suitable for a small practice with 1-2 accountants?
Yes. For a small practice we ship a lean package with portal, deadlines and invoicing; the task and workload module makes sense at 3 or more accountants. Pricing has no per-client fee, so growth does not raise the subscription.
Ready for operational accounting firm software?
Send a short brief — number of client companies, number of accountants, which accounting software you use and the three most painful points. Within 5 business days we deliver a phased plan with real EUR pricing.
Book a consultation →Related services: custom software development · business software