In summary: Serro & Andrade’s clients can now access their company’s accounts on their mobile phones. The app Serro & Andrade Portal is now available on the Google Play and App Store. It shows the status of tax and social security matters, stores submitted returns, tracks invoicing and allows you to send invoices to the office by taking a photograph. It is intended for the firm’s clients and is available in Portuguese, English, French and Spanish.
What the app does
The app is the firm’s client portal, right in your pocket. Upon logging in, each client can see their company on a single screen:
- Tax and social security status: whether the company is in good standing with the tax authorities (AT) and Social Security, with the details for each checked on a daily basis.
- Statements and documents: VAT, SAF-T, Monthly Payroll Declaration, Form 22, IES and withholding tax returns, ready to download or send by email, and how many were submitted on time.
- Certificates: a debt certificate and a permanent certificate, where available, and the IAPMEI SME certificate.
- Invoicing and the team: month-on-month turnover compared with the previous year, the trend for each year alongside the forecast for the end of the period, and the number of employees over time.
- Current account and assets: the firm’s invoices and receipts, the company’s vehicles and properties, and a chronology of corporate actions.
- Payments: The fares are paid via MB WAY.
Turnover is shown month by month, side by side with the same month of the previous year, so you can see straight away whether the business is growing.
Take a photo of an invoice and send it to the office
One of the most frequently used features is sending documents. You take a photo of the invoice or receipt, and the app automatically crops the image and sends it to the office, already linked to the relevant month. It works even without a network connection: the documents are queued and sent as soon as a connection is available. The client can see in the app when each document has been received by the office.
Deadlines at a glance
Each return is shown with its status and the PDF of the submission. At a glance, the client can see that that month’s VAT, SAF-T and payroll have been submitted on time. Optional notifications are sent when there is a new document, a new debt or a payment slip ready for payment, always within a reasonable time frame. There are also direct messages to the account manager.
Security and privacy
- Access is granted using the customer’s credentials and may be secured by fingerprint or facial recognition; biometric data is used only on the device itself.
- The data is stored on our own server, within the European Union, and is never sold.
- Once you’ve logged in for the first time, the app works offline, with the documents stored in encrypted form on your mobile phone.
- Passwords for public websites are never stored on your mobile phone.
The details can be found in the the app’s privacy policy.
How to get started
- Install the app Serro & Andrade Portal in Google Play (Android) or on the App Store (iPhone).
- Log in using your customer portal credentials. If you do not yet have them, please ask your account manager or email [email protected].
- Enable fingerprint or facial recognition and choose the notifications you want to receive.
Not a customer yet? The app is part of the services offered by accountancy for businesses by Serro & Andrade. Talk to us to find out more.
By António Serro da Fonseca, Certified Accountant
