Every client company gets its own simple panel — where it sees its documents, payments and messages. You send information to one company or to all of them at once, and you can see whether the client has read it.
Everything you need to stay in touch with clients
Messages instead of texts
Send information to one company or to all of them at once. You can see whether the client has read it — one conversation, not three different channels.
Group messages to all companies
Send an announcement about a changed deadline, a new regulation or a holiday break to all your client companies at once, with a single click.
Email notifications for events
You decide which events trigger an email to the client: a new document, a payment, a message or a file.
Read receipts
You see exactly which company has read a message and which hasn't — no need to call and ask if it arrived.
Payment reminders
The panel automatically reminds the company about an upcoming payment deadline for the office's services — no need to watch the calendar manually.
Sending documents to the office
The company uploads scans, invoices and other documents directly to the accounting office — they land straight away in the right month and category.
Contributions and amounts due
The office informs the company about the amount of ZUS (social security) contributions and other liabilities for a given month — the amount is visible right away in the client's panel.
Receiving data from companies
Forms and information submitted by the client go straight into the office's panel, organised and ready for further work.
Custom files
Besides ready-made templates, you can exchange any files — individual contracts, scans, photos or spreadsheets — with no restriction to a single format.
Adding companies one by one or in bulk
You add a new company manually in seconds, or import a larger group of clients from a single file — without creating each account separately.
A separate view for each company
Every client company logs into its own simplified panel — it sees only its own documents, payments and messages, nothing else.
Encrypted data
The connection to the panel and all stored files and documents are encrypted — your office's client data stays confidential. The database and files (Azure) are hosted on servers in Poland, in line with GDPR.
Watch our 2-minute walkthrough
See what it looks like
How it works
You add a client company
One at a time, manually — or in bulk, by importing a list of companies from a single file when onboarding a larger group of clients at once.
You send the first message
The information goes straight to the client's panel, and they also receive an email notification.
The client sends documents and data back
The company uploads scans, invoices and fills in forms — everything arrives organised in the office's panel.
The whole history in one place
Messages, documents, contributions and payments with a given company stay in a single, organised thread.
Frequently asked questions
Does the client need to install any app?
No. The client logs into the panel through a regular browser, on a computer or a phone — without installing anything.
Can I see when the client has read a message?
Yes. For every message you send, you see its status — whether it has already been opened by the recipient or not yet.
Can I send the same message to all clients at once?
Yes — group messages let you inform all your client companies at once with a single click, e.g. about a change in the office's working hours.
Does the panel remind clients about payment deadlines?
Yes. The panel can automatically send a reminder about an upcoming payment deadline for the office's services, without manually tracking each company separately.
Can the client send documents to the office themselves?
Yes. The company uploads scans, invoices and other documents directly in its panel — they go straight to the office, assigned to the right month.
Can the client see the amount of contributions due in the panel?
Yes. The office can share information with the client about the amount of ZUS (social security) contributions and other liabilities for a given month — visible right after logging in.
Can I receive completed forms or data from clients?
Yes. Forms and information submitted by the client go organised straight into the office's panel, ready for further work.
Can I send files other than the ready-made templates?
Yes. Besides the ready-made templates, you can exchange any custom files — individual contracts, scans or spreadsheets — with no format restrictions.
How do I add many companies at once?
Companies can be added one at a time, by filling in the data manually, or in bulk — by importing a list from a file, which speeds up onboarding a larger number of clients.
Can each company see the data of the office's other clients?
No. Each company has its own, isolated panel — it sees only its own documents, payments and messages.
Is the data sent through the panel secure?
Yes. The connection to the panel and all files are encrypted, and only authorised people have access to a given company's data.
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