Smart Accounting PlatformAll the documents your clients need, automatically. for accounting firms

The application runs multiple sessions on myAADE and e-EFKA simultaneously, downloads the required PDFs and saves them directly to your computer, neatly organised by client.

Built around the day-to-day needs of accounting firms, Smart Accounting brings information, tasks and files together in one clear digital workspace. Every user has immediate access to everything they need, resulting in better organisation, less time spent searching and smoother collaboration with clients.

Supported documents & Services

Automated retrieval from all government portals

HOW IT WORKS From an Excel spreadsheet to organised PDF, in minutes.

The same simple workflow, no matter how many clients you manage.

i

Import your client list

One Excel file is all you need. Tax identification numbers, TAXISnet/myAADE credentials and contact details—all in a single file.
ii

Choose a task

Select the documents you want to retrieve—such as E1 tax returns, ENFIA assessments or e-EFKA contribution notices—and choose the relevant clients.
iii

Run multiple sessions

The application runs multiple sessions simultaneously. View the live status of every selected client on a single screen.
iv

Find everything in the right folder

The PDFs are automatically saved and organised by client.

DESKTOP APPLICATIONOne dashboard for your entire accounting firm.

Available for Windows and macOS. Your complete client database, every task and the full activity history—all in one place.

Seven functions, one dashboard

01

Contribution Payment Notice, Debts Outside / Under Settlement, Pension Payment Statement, E1/E2/E3 Tax Returns, E9 Property Declaration, ENFIA Assessment Statement — all from one screen.

Live task progress

02

You can monitor in real time how many clients have been completed, how many have failed, and which are still in progress. Pause and cancel at any time.

A single unified client list

03

Import clients from Excel, group them, search them. All credentials are stored encrypted locally — never in the cloud.

Automatic file organization

04

Folders per client, per type, per month. Clean PDF naming.

Mobile appA service only you can offer

You give access to the app only to your own clients. They request a document from their phone; you retrieve it automatically and it comes back within minutes, with no need for them to contact you.

01

Access only with your approval

The client submits a registration request through the app. They are connected to your office only once you approve the request.

02

Request from the phone, in two taps

They select “EFKA Payment Notice” or “E1/E2/E3”, press send. The request arrives automatically in your application.

03

Notification as soon as it’s ready

No phone calls, no emails, no waiting at the office. The PDF appears inside the app and is immediately available for download.

04

Your own service to your clients

Your clients see that your office offers something your competitors don’t have.

01 historyThey see their requests

In progress, completed, expired.

02 requestThey request from their phone

You receive it instantly.

03 readyPDF on their phone

In minutes, without a phone call.

Designed for the Greek accounting office.

GDPR compliance, servers within the European Union, and your own private server if you prefer.

Encrypted credentials

Your clients’ TAXISnet passwords are encrypted at rest and in transit. They are deleted immediately after use.
Private server

The application runs on your own computer. No data is sent to external systems — apart from the official portals.
GDPR compliance

Data Processing Agreement (DPA), record of processing activities, impact assessment. All ready for your own audit.
Parallel processing

Multiple sessions simultaneously. What would take all day is completed in minutes.
History & retry

Every task is logged. If something fails, it re-runs with a single click for only the clients that need it.

Greek support

Our team is here. Support via email and remote assistance during installation.

It's not a tool. It's a competitive advantage.

Your clients will get used to requesting documents from their phone. If they move to another accountant, they lose the service. That’s how you keep a larger client base, with less time spent per client.

Clients are being served with Smart Accounting today.
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