Benefits of working with us
Accounting service time reduced by up to 95%
By implementing Comarch ERP Optima, we use our proprietary accounting system, whose efficiency has been proven with over 10,000 clients.
It allows you to reduce accounting service time by up to 95%.By implementing Comarch ERP Optima, we use our proprietary accounting system, whose efficiency has been proven with over 10,000 clients.
It allows you to reduce accounting service time by up to 95%.
Ready-made accounting schemes
Save valuable time on configuration work. You receive a complete set of configured accounting schemes that ensure structured and fully automated financial document processing in your company.
Model chart of accounts
Our model chart of accounts is designed in full compliance with accounting standards. You can adapt it to your needs without time-consuming reconfiguration or system restructuring. This ensures data consistency and confidence that your balance sheet always reflects reality.
Automation of accounting processes
We automate key accounting processes from document posting, tax calculation to declaration generation, reducing manual operations and the risk of errors.
Financial statements and reports
We prepare management accounting reports that allow quick assessment of financial performance, cost structure and profitability of individual business areas.
Our system automatically records:
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Purchase documents
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Fixed assets and WIP
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Domestic and foreign invoices
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Fuel invoices
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Sales documents
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CIT, JPK_V7, PIT, DRA, VAT-9M declarations
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Exchange rate differences
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Interest notes and late payment charges
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Internal sales and purchase documents
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Bank statements and electronic payment channels
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Warehouse documents
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Payroll postings in tax and accounting records
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Cash reports
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Leasing invoices
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And over 100 other document types
Purchase documents
Fixed assets and WIP
Domestic and foreign invoices
Fuel invoices
Sales documents
CIT, JPK_V7, PIT, DRA, VAT-9M declarations
Exchange rate differences
Interest notes and late payment charges
Internal sales and purchase documents
Bank statements and electronic payment channels
Warehouse documents
Payroll postings in tax and accounting records
Cash reports
Leasing invoices
And over 100 other document types
Comprehensive implementation
Comprehensive implementation and optimisation to simplify company management
We work on a system tailored to your company’s individual needs.
We implement, configure and optimise all modules and functionalities required by your business.
HR & Payroll
Automate payroll calculations and eliminate errors. The system automatically calculates salaries, social security contributions and taxes according to current regulations.
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Automatic calculation of salaries and social contributions
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Tax calculation and declaration generation
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Time and attendance records
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Leave and absence management
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Full employee documentation
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Payroll lists and payslips generation
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Automated Invoicing
Issue invoices in seconds and automatically send them to the National e-Invoicing System (KSeF). The system automatically numbers documents, calculates VAT and generates VAT registers.
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Issuing various invoice types (VAT, pro forma, corrective, advance)
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Integration with KSeF
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Automatic numbering and archiving
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Multi-currency support
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Automatic VAT calculation
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VAT registers and reports generation
Sales
Manage sales and purchases in one place. Create offers, orders and invoices in just a few clicks while the system automatically updates inventory levels.
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Sales and purchase document management
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Automatic discount calculation
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Multiple payment methods and currencies
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Price and discount management by contractor
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Advanced sales reports
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Full transaction history with each customer
Warehouse
Manage inventory with full precision. Track receipts, issues and inter-warehouse transfers while the system updates data automatically.
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Inventory receipt and issue records
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FIFO, LIFO and weighted average valuation methods
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Batch and serial number tracking
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Expiry date control
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Inventory counts
Debt Collection
Recover receivables faster through automated debt collection processes. Generate payment reminders automatically and monitor receivables ageing.
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Automatic reminders and payment notices
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Ageing analysis
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Segmentation of debtors
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Full debt collection history
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Payment term monitoring
E-commerce
Integrate your online store with ERP and eliminate manual order entry. Synchronise products, prices and stock levels in real time.
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Order synchronisation
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Automatic stock and price updates
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Online payment integration
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Various delivery methods
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Automatic invoice generation
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Product and category management
CRM
Build long-term customer relationships with full visibility of interaction history. Manage the sales process from first contact to closing.
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Comprehensive customer database
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Sales pipeline management
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Task and sales planning
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Marketing campaign management
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Customer segmentation
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Sales team performance analysis
Task Management
Organise teamwork and complete projects on time with a clear task system.
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Task assignment and prioritisation
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Calendars and meeting schedules
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Automatic reminders
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Project progress monitoring
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Team performance reports
Know-how and proven business practices developed by over 300 specialists
By choosing our ERP Optima configuration, you gain access to expertise gathered by over 300 specialists who have served more than 10,000 clients.
Optimise processes, reduce operating costs and increase team satisfaction with a system that makes daily operations simple and efficient
years of experience
6
accountants
300+
chief accountants
5
CFOs
2
HR and payroll specialists
20
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programmers
12
clients
10 k+
Technology tailored to your company’s needs with support from a business analyst
Marek Borowiak
Technology Director
Expert in business analytics specialising in data management, digital transformation and operational process optimisation.
Works with tools such as SQL, UiPath (process automation), Power BI, PowerApps and Comarch systems.
Combines academic background from the European University with practical experience as a Process Optimisation Specialist and IT Manager, bringing together business thinking and technological expertise.
His passion for automation and innovation drives continuous search for solutions that help companies operate more efficiently and make better strategic decisions.
We communicate in the following languages:
Polish
English
Ukrainian
Russian
Insurance policy – PLN 1,000,000
The interests and security of our clients are our priority.
We are insured with PZU for up to PLN 1,000,000.
Obsługiwanych firm
10+ k
Zadowolonych klientów
97%
Wykwalifikowanych doradców
100+
Reviews
Meet our clients and read their opinions about working with us
TaxCoach provides us with constant care and supervision in the form of outsourcing the Chief Accountant and supports the audit process conducted by the auditor.
During over two years of cooperation, TaxCoach employees have always demonstrated kindness, the ability to work flexibly and completed assigned tasks on time.
Tomasz Framski
Consdata
When choosing an accounting firm, we were looking for a company with competent staff who would efficiently handle our accounting and handle the mandatory stock exchange reports.
In addition to basic services, TaxCoach accounting office offers tax advisors and a financial director, so we know our finances and taxes are in good hands.
GIANLUCA LORENZO ACQUASANTA RASSUMOWSKI
Codeaddict S.A.
Thanks to the commitment of Mr. Miłosz Baranowski and his team, we managed to organize our accounting and introduce reporting, which enabled better financial management of our company.
We greatly value accessibility and communication skills – if we have any questions, we always have someone to call and we know that our doubts will be clarified.
Krzysztof Burdalski
Drogowe Centrum Produkcyjno-Handlowe „BIG" Sp. z o.o.
Communication is very efficient, and thanks to our professional and experienced staff, all formalities are completed efficiently and on time. TaxCoach handles our income tax, VAT, and VAT OSS calculations, and also handles HR and payroll for our employees.
This year, the TaxCoach accounting firm implemented a new chart of accounts in our books. This chart was prepared by our management for cost budgeting purposes and adapted to the specific nature of our business. Thanks to the rapid implementation of this expanded chart of accounts, we have better control over our company's financial plan and can easily obtain not only essential tax information but also valuable management information.
Games Lab
We've been using TaxCoach's accounting and HR services for almost three years now, and we've been very satisfied throughout our relationship.
The accounting, HR, and payroll services provided are of a very high standard, both in terms of content and organization. TaxCoach ensures the professionalism of its staff, and all deadlines are met.
Grzegorz Sikorski
STEP RM Sp. z o.o.
What we value most is ongoing contact with our dedicated accountant and working together to find the best solutions for us.
From the very beginning, we felt surrounded by professional care. We no longer worry about missing important payment deadlines, which significantly improves the ease of running our business.
Dawid Wójcik
SZTUKA BETONU
We have been working with TaxCoach for almost two years now and we are very satisfied – primarily because their service takes into account the realities of running a business, and not just adapts to accounting regulations.
We feel that there is a company on the other side, and not an extension of the tax office :)
Szymon Więczek
Grupa WeDo Sp. z o.o.
We are very pleased with the services provided by TaxCoach.
Thanks to their modern solutions, everything runs smoothly. They offer a wide range of services, which allowed us to choose the perfect option for us. We feel secure thanks to the possibility of consulting with a tax advisor and their experienced staff. We know our finances are in good hands.
Dentopolis s.c.
TaxCoach is a highly experienced company with a strong work ethic, as well as a modern and flexible company, ready to adapt to the client's needs.
Thanks to its extensive offer, it is able to propose individual solutions for its clients.
Raion Automatyka
What I value most about working with TaxCoach is the full substantive support and immediate assistance in every matter related to running a business.
TaxCoach are ambassadors of professionalism and reliability, I heartily recommend them to all entrepreneurs.
Beata Zapała
A.C.E. Produkcja Elektroniki Użytkowej Sp. z o.o.
We have been using TaxCoach services for accounting, HR and payroll since 2021.
We are very pleased with our collaboration. We especially appreciate the constant contact with our dedicated accountant and the seamless electronic document flow. The client panel is particularly helpful, allowing us access to all documents and monitoring work progress.
Frumbo Sp. z o.o.
Bank integrations
Integration with payment channels
E-Commerce integrations
Bolt/Uber/FreeNow integrations
