Accountant Waiting for Documents: How to Automate Client Collection

Accountant Waiting for Documents: How to Automate Client Collection

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.