Central panel
A list of the companies you serve, shown as cards — name, tax ID (NIP), city, invoice count and alerts about overdue payments. One glance, the whole picture.
For accounting firms
Every client company
in one panel
No more signing in to several systems. FIRMSET gives you one central panel for invoices, VAT registers, JPK and export to accounting software — separately for every client.
∞
Clients
KSeF
Ready
Your toolkit
Everything an accounting firm needs
Once you accept a client’s invitation you get full access to their accounting modules — with no separate accounts to set up.
Invoices and KSeF
Issuing, editing, corrections, prepayments. Recurring templates with automatic generation. Full KSeF integration — downloading and sending e-invoices.
VAT registers and JPK
Sales and purchase registers with full JPK_V7 markings. Automatic links to invoices. Ready for a tax audit.
Export to accounting software
Configurable export templates for any Polish accounting program (Optima, enova, Symfonia and others). Account mapping, CSV or XLSX format.
Payments and bank statements
Bank statement import, tracking of invoice payment statuses. Automatic matching — you save hours of manual work.
Security and audit
Full isolation of client data, AES-256 encryption, 2FA. Change audit log — you know who changed what and when.
Simple start
How does it work?
1
Create a firm account
You sign up as an accounting firm: your name, e-mail address and password. Company details come later, in settings.
2
Your client invites you
Your client enters your firm’s NIP in their own settings. You receive an invitation to accept.
3
You work with the data
One click — you switch into the client’s context. You see their invoices, registers and payments. You work as if it were your own panel.
Advantages
Why do accounting firms choose FIRMSET?
Instant start
Nothing to install — you sign in from the browser and updates are automatic.
One-click switching
You do not sign in to other accounts. You switch into the client’s context — their data shows up instantly.
Full data isolation
Client data is separated at the database row level. AES-256 encryption, 2FA and access audit.
KSeF integration
Download and send KSeF e-invoices straight from the panel. The client configures the certificate — you work with the data.
An always current platform
Cloud updates — tax changes, new regulations and new features appear automatically, with no downtime.
Ecosystem
And what does your client get?
Clients use the full FIRMSET platform — invoices, warehouse, CRM, Allegro, HR and more. You handle only the accounting modules; the client takes care of the rest.
Invoices + KSeF
Sales, purchases, corrections, recurring templates
WMS warehouse
Products, stock levels, locations, goods receipts and issues
CRM
Business partners, auto-fill by NIP, cooperation history
Allegro
Orders, automatic invoices, product mapping
WooCommerce
Stores, orders, product synchronisation
Sales Pro
Kanban pipeline, PDF quotes, conversion into an invoice
HR
Employees, leave, payroll, GDPR
Password vault
Encrypted passwords, access audit
FAQ
Frequently asked questions
Which client data do I have access to?
As an accounting firm you see the modules: Dashboard, Invoices (with KSeF) and Accounting (VAT registers, JPK, payments, export to accounting software, audit). You have no access to the warehouse, CRM, HR, passwords or any of the client’s other modules.
How does a client invite my firm?
The client opens Settings → Accounting Firm (Ustawienia → Biuro Księgowe in the Polish interface) and enters your firm’s NIP. You receive an invitation to accept in your panel. Once accepted, you can work with the client’s data right away.
Can I serve an unlimited number of clients?
Yes. There is no limit on the number of companies you serve. Every client is a separate card in your central panel, with a separate set of data.
What about the security of my clients’ data?
Each client’s data is isolated at the database level (row-level tenancy). AES-256 encryption, two-factor authentication (2FA), rate limiting and a full change audit log.
Do I have to install anything?
No. FIRMSET runs in the browser. Updates — including tax changes and new regulations — appear automatically, with no interruption to your work.
Ready to simplify your accounting?
One account, many clients. Start now.