Party search
Save time.
Hotel feature
Conflict check: for law and fiduciary offices
Before a new mandate, parties and related persons are compared with existing files. A possible conflict is flagged and the decision is recorded.
- German, French, Italian and English
- CHF, VAT and tourist tax
- Data protection under revFADP
A systematic conflict check
Names, companies and related persons are searched across all files and client records, including similar names. The person who assessed the result and the decision are recorded so the check can be shown later.
Your benefits
How we work
- 1
Clarify requirements
By e-mail we discuss your property, your workflows and your goals and agree on the scope.
- 2
Build and connect
We build the solution to fit your hotel and connect it to your existing systems.
- 3
Test and launch
We test with real workflows, train your team and only go live when everything is right.
Swiss specifics
The legal assessment of conflicts and professional rules are the practice’s responsibility; the system records the search result and decision.
Frequently asked questions
Are similar names found too?
Yes; spelling variants and former names are taken into account.