Software for Accounting Firms
Custom software for accounting firms — one client database referenced against the Bulgarian NRA and Commercial Register, deadline monitoring for VAT, social contributions and annual reports, a client document portal and service invoicing in euros. One screen that replaces Excel, email threads and paper folders.
What the software covers
Client database with registry references
A record per company with tax ID, VAT number and history. Automatic checks against the Commercial Register and the NRA for VAT status. Related persons, contracts and subscription plan — no double entry when a director changes.
Deadline monitoring (VAT, social, annual)
A calendar per client and per obligation — monthly VAT return by the 14th, social contributions, quarterly advance tax, annual report by 30 September. Red flags seven days ahead. No filing window hides in an inbox.
Client-to-accountant document flow
The client uploads invoices, bank statements and contracts through a private portal — no email archives. Documents are auto-categorised, attached to the monthly period and ready for bookkeeping. Every access is logged.
Reminders and client communication
SMS, email and Viber reminders for missing documents and upcoming deadlines. Templated messages in Bulgarian. One thread per client lives in the system, not a private Gmail.
Service invoicing, contracts and time tracking
Monthly retainer invoices in euros, contracts with qualified electronic signature, time tracking per client and per task type — bookkeeping, payroll, year-end. See the real margin on each client.
Integration with Microinvest, Aladin, Business Navigator
Push contractors, invoices and statements into Microinvest, Aladin or Business Navigator with no double entry. We feed your bookkeeping clean, categorised data.
Who it fits
Small firms (20-50 clients)
An owner-accountant with a part-time assistant. Spreadsheets and paper folders start dropping information. The MVP launches in about a month and frees 6-8 hours per week.
Mid-size firms (100+ clients)
A team of 4-12 accountants whose owner no longer sees every client personally. Portfolio allocation, execution control and one shared deadline pipeline in a single screen.
Specialised (legal, IT, cross-border)
Firms serving law firms, IT companies or foreign branches. Non-standard services — transfer pricing, R&D credits, VIES — become fields on the client record, not a forgotten Word file.
How we build it
We build your own system on a proven stack: Next.js for the web app, PostgreSQL for structured data, S3-compatible storage for invoices and bank statements, qualified electronic signature for contracts, and email and SMS automation through established gateways.
We start with half a day at the firm — watching how a client gets opened, which Excel files get reopened five times, where document chases stall. From that map we lock the MVP: registry-referenced client database, deadline monitoring, document portal and service invoicing. Time tracking, contracts and Microinvest integration land later.
We integrate with NRA endpoints for VAT status, with your accounting software for contractor push, and with electronic invoicing in euros. Go-live is staged: 5-10 clients as a pilot, then the full portfolio. See how we approach custom software development and API integrations.
Why Saitami for your accounting firm software
More clients per accountant
Average lift in clients served per specialist without overload — vs running deadlines in Excel and documents over email.
Missed deadlines
Reduction in missed VAT, social and annual filings through calendar monitoring and seven-day reminders.
Starting investment
Fixed MVP price. No per-user licensing, no hidden subscription. You own the system from day one.
Accounting firm software often pairs with ERP and accounting integration for larger clients, and the portfolio-plus-deadlines mechanics overlap with CRM for insurance brokers.
Frequently Asked Questions
Does the software replace my accounting program (Aladin / Microinvest)?
No — our software sits on top of Aladin, Microinvest or Business Navigator, not in place of them. It solves what they do not cover: client database with registry checks, deadline monitoring, document portal, service invoicing and time tracking. It pushes clean, categorised data into your accounting program, so bookkeeping stays where your team already does it.
How do documents get transferred from the client?
Each client gets a private upload portal — link and password, no install. They upload invoices, bank statements, contracts and receipts from a browser or phone. Documents are auto-tagged by type and monthly period, attached to the client record and visible to the accountant. No email archives, no paper folders, with a full audit log.
Does it support filing returns with the NRA?
The software handles NRA lookups for VAT status and maintains the calendar for VAT, social and annual filing deadlines per client. Return submission stays in your accounting program (Microinvest, Aladin) or on the NRA portal with a qualified electronic signature. The system prepares data, checks document completeness and flags gaps before the deadline.
How much does software for an accounting firm cost?
Pricing starts from €4,200 for an MVP at a small firm (20-50 clients) and typically lands between €9,000 and €22,000 for a mid-size firm with 100+ clients, time tracking, signed contracts and Microinvest or Aladin integration. Pricing is fixed against the scope, paid in milestones, with no per-user fees. Post-go-live support is a separate SLA for the first year.
Ready for accounting firm software that works for you?
We come to you, walk through a real client end to end and leave with a phase-one plan — fixed price, fixed timeline. The demo takes 45 minutes.
Book a firm demo →