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Hotel feature

Compliance and records for insurance and financial advisors, matched to your region, built for Italian businesses

Personal data is handled under the GDPR and the Italian Garante guidance, so access, retention and deletion periods are set from day one. Personal data is handled under the revised Federal Act on Data Protection (GDPR), so access, retention and deletion are defined early. Because advisory records, approvals, deadlines and accesses are on record, documents are ready for inspection and internal control. Who accessed what and when is visible.

  • Italian and English
  • EUR, VAT and tourist tax
  • Data protection under GDPR

Being inspection-ready

The firm’s internal checklists are defined; related records, documents and approvals are ticked when complete. For an inspection, records for a chosen period and client are gathered in a single report and gaps are seen in advance.

Your benefits

How we work

  1. 1

    Clarify requirements

    By e-mail we discuss your property, your workflows and your goals and agree on the scope.

  2. 2

    Build and connect

    We build the solution to fit your hotel and connect it to your existing systems.

  3. 3

    Test and launch

    We test with real workflows, train your team and only go live when everything is right.

Italian specifics

This page is not legal or audit advice; compliance duties depend on applicable regulation and are the responsibility of the firm and its specialists.

Frequently asked questions

Can an auditor be given separate access?

Yes; time-limited, read-only access can be defined.