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Configuration Package on Click

Automate your accounting processes in Comarch ERP Optima

Forget about pre-entries, assigning offset accounts, reconciling balances on trial balances and hundreds of other manual tasks thanks to automated ERP Optima configuration.

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Configuration Package on Click

Comprehensive Comarch ERP Optima configuration improving accounting process efficiency by up to 500%

Oszczędzaj czas i redukuj koszty dzięki konfiguracji zautomatyzowanej księgowości w systemie ERP Optima.


Dopasujemy go do indywidualnych potrzeb Twojej firmy, a następnie wdrożymy wraz z robotyzacją korzystającą z narzędzi takich, jak UIpath oraz Microsoft Power Automate, automatyzując 98% operacji wykonywanych w ERP Optima.

Reduce accounting handling time by up to 80% thanks to a comprehensive system including:

Achieve higher profits and improve the stability and security of your business.

A complete set of advanced and professional accounting schemes

Forget about time-consuming scheme modifications. In the configuration package, you receive a complete set enabling a structured and automated accounting process.

Comprehensive automation

Thanks to automated accounting processes, you post 99.5% of documents, generate balance sheets, profit & loss statements, CIT reports, reclassify income statement accounts and reconcile balances on settlement accounts. All on Click!

Model chart of accounts

Our template cooperates with accounting schemes and is easily modifiable without the need to reconfigure financial statements or accounting schemes. You won’t have to worry about inconsistencies in the balance sheet.

Accounting statements

Well-configured statements are the foundation. Thanks to the “Configuration Package on Click,” you generate Balance Sheet and P&L reports for banks or financial statements for the National Court Register in just a few clicks.

Categories including postings to balance sheet, off-balance sheet and profit & loss accounts (by type)

MultiSport, private insurance, Luxmed and payroll entries not posted again? No more time wasted on manual pre-entries and balance checks. Our accounting schemes do the work for you.

WHAT YOU AUTOMATE

Thanks to the “Configuration Package on Click,” you automatically post:

Purchase documents

Sales documents

Fixed assets and intangible assets

CIT declarations, JPK_V7, PIT, DRA, VAT-9M

Bank statements and electronic payment channels

Foreign exchange differences

Payroll lists (tax and accounting approach)

Interest notes and payment reminders

Internal sales and purchase documents

Cash reports

Fuel invoices

Lease invoices

Warehouse documents

Additionally, you automate:

Generating exchange rate differences

VAT reconciliations between declaration and settlement accounts

Reconciliation of settlement and tax accounts

Reposting civil law contracts due to differences between tax and accounting treatment

Reposting between accounting periods

Generating compensations between settlement accounts

Preparing P&L and Balance Sheet

Calculating CIT

Reposting to financial result

Years of practice

6

Accountants

300+

Chief accountants

5

CFOs

2

Payroll specialists

20

Programmers

12

Clients

5,400+

Together with ERP Optima configuration, you receive knowledge co-created by over 300 specialists – accountants, programmers and CFOs – over 6 years, serving more than 5,400 clients.

Our accounting schemes and standards are not just a reflection of best industry practices – they define a new, more efficient standard of work.

Save time, reduce costs and increase your team’s satisfaction by working on a system where duties are performed simply and efficiently.

Increase client satisfaction and the profit generated by your accounting office.

Free business efficiency audit of your accounting

Benefits

Included in the package price:

Uploading the database to the server

Our programmers implement the database ensuring smooth operation within your current systems.

Reconfiguration to package standards

We provide fast implementation of the “Configuration Package on Click” by transferring categories to the new package, deactivating old accounting schemes and uploading new ones, etc.

Consultation with the CEO of TaxCoach

A one-hour consultation with the CEO of TaxCoach – architect of the “Configuration Package on Click” – helping you better understand the system’s capabilities.

Proven effectiveness in over 5,400 companies

Automate 98% of actions performed in ERP Optima and save up to 80% of time spent on accounting

Reduce errors and improve your company’s efficiency.

Schedule a free configuration audit with the CEO of TaxCoach

Companies using the “Configuration Package on Click”

5,400+

Satisfied clients

97%

Reviews

Meet our clients and read their opinions about the “Configuration Package on Click!”

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.

FAQ

What is the “Configuration Package on Click” for Comarch ERP Optima?


What are the main benefits of implementing the “Configuration Package on Click”?


Will the package work in my company if I have a non-standard chart of accounts or processes?


How long does implementation take and does it require stopping daily operations?


Is my data secure during and after implementation?


Does the package include training or consultation regarding the new configuration?


What does automation and robotic process automation mean in practice (e.g., using UiPath or Microsoft Power Automate)?


Are there additional costs, such as licenses or technical support?


What is included in the free accounting configuration audit?


How to schedule a free consultation or audit?


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