Accounting offices
Thirty clients, one board, zero import
Every client with its own state of the month, filings in bulk, ATK's books in EDI's Excel and deadlines that come by email ahead of time. Clients with a Portofol till write straight into the books you keep.
A working day
This is how the day goes with Portofol.
- Morning
The office board
Every client with its state: to process, in review, ready, submitted. The month-end closing progress in percent, quick actions on top.
- During the day
Filings in bulk
Pick WM, WR, TV, IL, QL or CD, the month and the clients; the forms fill from the data, download as Excel and are marked as submitted.
- Afternoon
ATK books in EDI's Excel
The sales and purchase book with the business-number codes and the split by rate, for every client and month; uploaded to EDI as they are.
- Month end
Clients with a till write themselves
The client's shop, venue or agent uses Portofol: every receipt and invoice is in your books at once, with no import.
How you start, in three steps
- Create the office and the clientsImport the client list from Excel (name, business number, regime, VAT); the first two companies free, with no time limit.
- Close the month client by clientInvoices from PDF, the bank from the statement, payroll from the list; the legal checks show you what is missing.
- File and submitFilings and books in bulk, deadlines by email; the client sees only their own business.
Try it with your business, today.
Opens in the browser, no installation. If you like, we set it up together remotely in 15 minutes.