Most of the correspondence between an accounting firm and its client isn't about accounting. It's about what's missing. That can move to one place.
A client of the accounting firm gets an account of their own: they upload documents through a browser or the mobile app, see what has already arrived and what has been posted, answer the firm's questions on the document itself and issue their own sales invoices, if that is what you agree between you.
Under SMARTduet a client can also buy credits themselves and spend them on their own documents, which is handy when one client has far more paperwork than the rest.
Conversations about missing documents can eat more time in an accounting firm than the coding does. A question asked on the document stays with it, so three months later you see the invoice and, with it, the answer that sits behind it.
The table comes straight from the vendor's price list, the same one our calculator uses. As of August 2026.
| Feature | Asystent księgowego (Accountant's Assistant) | Specjalista biura (Office Specialist) | Ekspert biura (Office Expert) |
|---|---|---|---|
| SMARTduet, where the client buys credits in SaldeoSMART on their own and spends them on: · features for the accounting firm | |||
| invoice capture (OCR) | 1 credit = 1 page | 1 credit = 1 page | 1 credit = 1 page |
| bank statement capture (OCR) | 1 credit = 3 transactions downloaded | 1 credit = 3 transactions downloaded | 1 credit = 3 transactions downloaded |
| bank connection with account balances on screen | 10 credits/month | 10 credits/month | 10 credits/month |
| downloading transactions from the bank | 1 credit = 3 transactions downloaded | 1 credit = 3 transactions downloaded | 1 credit = 3 transactions downloaded |
| matching payments | ✓ | ✓ | ✓ |
| downloading invoices from KSeF FREE OF CHARGE | ✓ | ✓ | ✓ |
| Mobile app · features for the accounting firm | |||
| mobile app for the firm's staff and for clients | ✓ | ✓ | ✓ |
| Talking to the accounting firm · features for the client | |||
| comments on invoices and documents | ✓ | ✓ | ✓ |
| sending questions to the accountant | × | ✓ | ✓ |
| tasks assigned by the accounting firm | × | ✓ | ✓ |
This feature works exactly as far as the firm's clients use it. Software won't sort that out. What sorts it out is the way the firm introduces it to clients and how quickly it stops taking documents by the old route. That's implementation work, and we take that part on ourselves: we prepare the material for the firm's clients and help through the first few months.
Client logins and permissions, how much of the account they see, the way documents are delivered, notifications about missing items, and the mobile app for the people photographing receipts out on the road.
This one only works once the firm's clients really use it, and that's a matter of implementation, not of software. We'll gladly tell you how we get it going in other firms.
The person who runs the demo is the one who later does the implementation and stays with you for ongoing support. Prefer to call? 513 805 506