Chaos in Accounting Agencies
A typical accounting agency handles books for 30-100 clients. Each client monthly sends invoices, bank statements, contracts, travel orders. Multiply by 12 months and you get thousands of documents per year.
Current "system": a folder per client on the server, emails with attachments, messaging groups, paper folders. Result? You spend more time finding documents than doing actual accounting.
How DMS Changes Agency Work
Client-Based Organization
Each client has their own space with automatic categorization: incoming invoices, outgoing invoices, statements, contracts, tax forms. AI recognizes document type and files it correctly.
Client Upload Portal
Instead of emails and messages — clients upload documents directly to the portal. Each document automatically ends up in the right folder. No more "I sent you the invoice via email, did you get it?"
Tax Filing Deadlines
DMS automatically reminds about deadlines: VAT return by the 15th, annual tax by March, archive book by April. For each client separately.
Bulk Scanning
Client brings a box of paper invoices? Bulk scan + OCR = everything digitized, searchable, and organized in 30 minutes instead of 3 days.
ROI for Accounting Agencies
| Activity | Without DMS | With DMS |
|---|---|---|
| Finding an invoice | 5-15 minutes | 10 seconds |
| Receiving client documents | Email + manual sorting | Automatic portal |
| Tax audit preparation | 2-3 days | 30 minutes |
| Time spent on admin | 40% of work time | 10% of work time |
Conclusion
Arhivix is ideal for accounting agencies — client portal, AI categorization, automatic deadlines, and OCR scanning. Save 30% of your work time. Try it free.
