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Content
- Introduction
- Who benefits from managing multiple sole proprietors from one account
- Problems that arise when managing each sole proprietor separately
- How working with multiple sole proprietors is organized in Vchasno.Zvit
- How to manage multiple sole proprietors: step-by-step guide
- What the accountant sees for all sole proprietors on one screen
- How Vchasno.Zvit differs from the State Tax Service e-cabinet
- How to stay organized when managing many sole proprietors: a checklist for accountants
Accountants who manage dozens of sole proprietors face the same challenges every day: constant switching between accounts, the risk of missing deadlines, confusion with digital signatures, and the lack of a unified view of clients. As the number of entrepreneurs grows, this work starts taking more time than the actual preparation of reports.
This is why there is a need for a solution that allows all sole proprietors to be consolidated in one place and enables centralized management of reporting and taxes.
In Vchasno.Zvit, multiple sole proprietors can be managed from a single account. The accountant adds each entrepreneur’s digital signature to their profile and then works with them in one workspace: viewing reporting statuses, taxes, limits, signature validity periods, and quickly switching between organizations without logging into separate accounts.
Who benefits from managing multiple sole proprietors from one account
This approach is suitable for professionals and companies that manage several entrepreneurs simultaneously and require centralized control over reporting and taxes. Most commonly, this format is used by:
- accounting firms where one employee handles more than 20 clients;
- outsourced accountants aiming to reduce time spent on routine operations;
- IT and retail companies working with a large number of sole proprietor contractors;
- financial managers who need visibility into tax burden and statuses across a group of entrepreneurs.
In all these scenarios, it is important to see the overall picture — not just individual clients.
Problems that arise when managing each sole proprietor separately
Working through separate accounts or government services for each client creates operational bottlenecks. As the number of sole proprietors increases, the risk of errors and time loss grows significantly.
Typical challenges include:
- Time spent switching accounts: constantly logging out, loading different digital signatures, and entering passwords.
- Risk of missed deadlines: information is scattered, making it easy to miss report submissions or tax payments.
- Complex digital signature management: dozens of keys stored without structure increase the likelihood of signing errors.
- Lack of a consolidated view: it becomes difficult to quickly assess tax burden or statuses across all sole proprietors.
How working with multiple sole proprietors is organized in Vchasno.Zvit
Vchasno.Zvit uses a model where one account (email) enables tax reporting for multiple sole proprietors. You add each entrepreneur’s digital signature to your profile, and the system generates a unified accounting dashboard.
To get started, you need to register an account, add client digital signatures, and configure how organizations are displayed in the list.
The accountant gains access to a single workspace where the following is displayed in real time:
- Tax status and audit: you can see the settlement status with the budget, including overpayments or liabilities. The system automatically checks tax data and displays the single tax payer status.
- Automated limits: the dashboard instantly shows the percentage of the annual income limit used for each group of sole proprietors.
- Single window for all operations: switching between clients takes one click, without the need to reinstall keys or refresh the tax authority account page.
How to manage multiple sole proprietors: step-by-step guide
Registration and adding digital signatures. Create an accountant profile and add all client keys in the «Organizations» section. This allows the system to identify each entrepreneur.
Synchronization with banks and software cash registers. In the «Accounts and cash desks» section, connect client bank accounts and POS systems. After that, transaction data is pulled automatically, eliminating the need to request statements manually.
Automating the income ledger. After synchronization, income data is automatically distributed across ledgers. The accountant only needs to verify accuracy and add manual entries if necessary.
Quick payment generation. Use the «Download details» feature to create a PDF payment slip with a QR code. The client can simply scan it via a banking app.
Sending payments to client-bank systems. Payments can also be transferred directly to the client-bank for confirmation.
One-click reporting submission. Since all income data is already in the system, declarations are filled in automatically. The accountant reviews the figures, signs the document, and submits it without switching between accounts.
Deadline and digital signature control. Set up notifications to respond in time to expiring signatures or approaching tax deadlines.
What the accountant sees for all sole proprietors on one screen
When all entrepreneurs are gathered in one account, it becomes easier to control daily operations.
| Control parameter | Available data | What it enables |
| Reporting statuses | Accepted / Requires attention / Not submitted | Quickly identify missing reports |
| Tax debt | Amount owed per sole proprietor | Avoid penalties |
| Income limits | Percentage of annual limit used | Detect approaching thresholds in time |
| Digital signature validity | Days remaining until expiration | Renew signatures proactively |
| Payment status | Paid / Pending | Monitor payment execution |
How Vchasno.Zvit differs from the State Tax Service e-cabinet
Vchasno.Zvit is tailored for accountants and teams managing multiple entrepreneurs. It allows working with all sole proprietors within a single account, viewing reporting and payment statuses per client, and switching between them without repeated logins.
The State Tax Service e-cabinet is designed for working with a single taxpayer and does not provide a convenient tool for centralized management of dozens of sole proprietors. As a result, accountants handling many clients must constantly switch between keys and accounts.
How to stay organized when managing many sole proprietors: a checklist for accountants
To avoid errors when working with a large number of entrepreneurs, use the following checklist:
- group sole proprietors by taxation category;
- ensure all digital signatures are added and valid;
- set up reporting deadline monitoring;
- regularly review tax debt and payment statuses;
- configure income tracking based on bank transactions.
This approach reduces routine checks and enables more stable work even with a large client base.
To start managing multiple sole proprietors from one account, no complex technical setup is required. Simply create an accountant profile, add organizations via digital signatures, and configure data display.
As a result, instead of constant switching between accounts, the accountant gets a unified workspace for managing reporting and taxes.
Manage your reporting in one place
Request a demo of the Vchasno.Zvit service to learn how to us Manage your reporting in one placee the dashboard and keep everything under control.
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