The client portal for accounting firms in SaldeoSMART
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.
What the firm's client does in the portal
The accounting firm's client gets their own access: they upload documents through the browser or the mobile app, see what has 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.
With SMARTduet the client can also buy credits themselves and use them on their own documents, which helps when one client has far more documents than the rest.
Chasing missing documents takes longer than the coding
A question such as “what was this expense for?” asked on the document stays with it, so three months later you see not just the invoice but the answer behind it. The firm sees the month's missing items in one place, and the reminder to the client goes out by itself.
What is in which plan
In the plans for accounting firms
| 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 | × | ✓ | ✓ |
Source: SaldeoSMART price list, October 2026 (the same one our calculator uses).
The portal works once clients use it
This feature works exactly as far as the firm's clients use it. What decides is how the firm introduces it to them and how quickly it stops accepting documents the old way. We take that part on: we prepare material for the firm's clients and help through the first months.
Access, notifications and the mobile app
We set up client access and permissions, what they can see, how documents are delivered, notifications about missing items, and the mobile app for people who photograph receipts on the road.
Let's talk about a portal for your clients
We are happy to tell you how we launched the client portal at other firms and where to start with yours.
The demo is run by the person who will later implement the system. Prefer to call? 513 805 506