3
automations working in the background
100%
work continuity in the pilot, 30 days
< 2 min
on average per client company
1
dashboard for the whole office
Overview
More time for real accounting work
Portax takes repetitive document work off accounting offices. It works with the accounting program the office already uses, starting with Symfonia Finanse i Księgowość, and does the routine in the background: it prepares reports for every client company, packages tax information and archives monthly documents.
A clear dashboard shows what is done and what needs attention. Users, computers and clients are managed in one online portal. Portax is in a pilot with selected offices.
- For: Accounting and payroll offices serving from a dozen to several hundred client companies
- Our role: Own product: idea, design, Windows app, online portal and support
- Status: Pilot with selected offices
- Website: portax.macnes.pl
What you gain
More time for what matters
Less routine, more time for clients and a calm end of the month.
Time for clients
Instead of copying reports, your team advises clients and grows the office.
Finish on time
The routine runs in the background, so the end of the month no longer means overtime.
Always ready for an audit
Documents are archived every month, complete and easy to find.
Key features
Automations that do the routine
The office decides what runs and when. Portax does it every day and reports the result.
Reports
Reports for every client company, prepared on schedule and saved in the right folders.
InfoPodatnik
Tax information for clients prepared and packaged, ready to send.
Archiver
A complete monthly package of documents, ready for an audit.
Dashboard
See at a glance what is done, what is in progress and what needs attention.
Works quietly in the background
Portax runs on the office computer, keeps itself up to date and installs in a few minutes.
Easy sign-in
Sign in with a one-time code sent by e-mail or text message. No passwords to remember.
Safety and privacy
Your clients' data is safe
Accounting offices handle sensitive data. Portax is designed with that in mind.
Each office's data kept separate
The data of every office is kept completely apart from other offices.
Protected backups
Office data is backed up regularly and stored in a protected form.
Data stored in the EU
Portax keeps data on servers in the European Union and follows GDPR.
Access under control
The office decides who can use Portax and on which computers.