Accountant Waiting for Documents: How to Automate Client Collection
Accounting agencies waste hours waiting for clients to send invoices, statements, and contracts. There's a more efficient way: the client portal.
A Problem Every Accounting Agency Knows
End of month. VAT filing deadline approaching. And you're still waiting for invoices from 5 clients. One sends via chat, another by email, a third brings paper, a fourth promises "tomorrow" for the third day.
Result? Accountants spend 30-40% of working time collecting documents instead of bookkeeping.
The Solution: Client Portal
Imagine every client having their own place to upload documents: accessible 24/7, with clear instructions on what to send, and automatic classification upon arrival.
- Each client has their own access: sees only their documents
- Simple upload: drag & drop, even from phone
- Automatic classification: AI recognizes invoices, statements, contracts
- Notifications: accountant gets notified when client uploads
- View by client: everything in one place, organized by period
ROI for an Accounting Agency
If an agency with 50 clients saves just 15 minutes per client monthly on document collection:
- 12.5 hours monthly of freed time
- 150 hours annually: almost a month of work
Conclusion
Collecting documents from clients shouldn't be the hardest part of an accountant's job.
Arhivix has a built-in client portal: each client gets access, uploads documents, and you see them organized by client and type. AI automatically recognizes invoices, statements, and contracts. Try free for 14 days.
