Manage an accounting firm's client files, without spreadsheets or chasing
Who handles which file, which documents are missing, which returns are coming up: your firm's client file management, in the same place as the accounting.
In an accounting firm, the difficulty is not one file, it is a hundred files at once. SAMIFISC's client file management answers the everyday questions — who is handling it, what is missing, what is due — without a spreadsheet to maintain next to the accounting software.
Files and staff
- A record for each file: legal form, ICE, IF, RC, VAT regime and frequency, contacts, bank accounts.
- Assignment of files to staff, with access requests approved by an administrator.
- Roles and permissions: administrator, accountant, assistant accountant; access to each module granted case by case.
- Archiving at the end of an engagement, with a read and export period for the client.
Documents: requested, uploaded, validated
The client uploads their documents in their Client Portal or by WhatsApp; they are read by AI and arrive in the right financial year. The staff member validates, corrects or rejects; a rejected document is flagged to the person who uploaded it. Documents awaiting validation are counted on each file.
Deadlines and returns
Each file has its own tax calendar — monthly or quarterly VAT, corporate income tax (IS) advance payments, annual return — with the status of each return. Reminders go to the client when it is up to them to act (payment, missing documents).
Client relationship
- Messaging between the firm and the client, linked to the file.
- WhatsApp assistant in French, Arabic and Darija, reserved for clients whose identity has been verified.
- Appointments, notifications and e-mail templates that the firm can edit.
Security and traceability
Every important action is logged; a security log flags suspicious logins and entries; each client's data is backed up separately and can be restored file by file. For the full range of accounting features, see our software for accounting firms.
See also
Frequently asked questions
A question, a specific need?
Our experts are available to talk with you and answer all your questions.
Book an appointmentHow do I distribute client files among the firm's staff?
Each staff member only accesses the files assigned to them; they can request access to another file, granted or refused by an administrator. Roles (administrator, accountant, assistant accountant) set what each person can do.
How do I know what is left to do on a file?
The files table shows, for each one, the documents awaiting validation, the tax deadlines and the status of the returns; the “Me only” view shows your own files.
How do I request documents from a client?
From the file: the request goes to the client's Client Portal and, if they have enabled it, on WhatsApp; the documents they upload arrive directly in the right financial year.
What happens when a document is rejected?
The person who uploaded it is notified urgently, with the reason, and a window reminds them at their next login until they have seen it.