Documents in the right place
Files are associated with the relevant client and shared through controlled access. Clients have their own space, while your team can work from a central location.
Biuro STS · client portal
Your practice. Your clients. Better connected.
Files in email threads, questions across inboxes and deadlines to remember. Biuro STS brings client collaboration into one portal, with dedicated views for your clients and your team.
OverviewCasesDocumentsDeadlines
Good morning, Anna.
Everything you need. In one place.
3Open cases
8Documents
2Action required
September documentsYour action
Travel expensesIn progress
New employee contractCompleted
Illustrative view · sample data
WHAT WE CAN DELIVER
Features with a clear purpose.
For accounting practices and service businesses that want a clearer way to manage client communication, documents and day-to-day requests.
Requests with a clear history
Keep conversations, status and ownership together. Client messages and internal team notes use separate areas to make their audience clear.
Deadlines and reminders
Tasks and reminders help organise recurring work. Together, we decide which events should trigger notifications and how they fit your workflow.
A portal that feels like your firm
Your logo and details, client import from CSV or XLSX, and configured access roles. Two-factor authentication is set up using a selected plugin tested with your installation.
WHAT IT MEANS FOR YOUR BUSINESS
Simpler to operate.
Ready to develop.
Context that stays together
Keep documents, decisions and conversation history with the right client.
Clear ownership
Make it easier to see who is handling a request and what needs to happen next.
A consistent client experience
Give clients one place to contact your team, share documents and follow their requests.
How do we agree on scope?
A portal with your branding, agreed modules, access roles, client import and team guidance. Implementation and ongoing support are scoped and priced for your business.
FAQ
Good to know
before we start.
Does Biuro STS replace accounting software?
No. Biuro STS supports collaboration between a firm and its clients. It does not maintain accounts, calculate tax or submit returns. Any connection to another business system is scoped separately.
Can clients access another client’s documents?
Portal permissions restrict client access to the information assigned to them. We configure roles and verify document access during implementation. Ongoing security also depends on hosting, updates and administration.
How is implementation priced?
We first discuss your client base, workflow and required features. You then receive a defined scope, price and support proposal. Implementation includes configuration, testing and guidance for your team.
LET’S START WITH A CONVERSATION
What would you like
to improve?
Tell us about your idea or challenge. We’ll agree on the scope, priorities and a clear next step.