Contacts and addresses
At every step.
Hotel feature
Client record for law and fiduciary offices, built for Italian SMEs, tailored to Italian SMEs
If you work with public bodies, we can integrate SPID, CIE and PagoPA where required. Businesses in Milan, Padua and Rome usually want this running before the next VAT return, so the scope follows how your team really works. Contacts, files, notes and bills gather on the client record. The conflict check starts from this record too.
- Italian and English
- EUR, VAT and tourist tax
- Data protection under GDPR
Seeing the client on one card
For company and individual clients, related contacts, representatives and affiliated companies are recorded; all files and bills open from the record. The record also feeds the conflict search before a new mandate.
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.
Italian specifics
Client data is processed with Italian data protection rules in mind; access is role-based and changes are logged.
Frequently asked questions
Does a client appear across several files?
Yes; one record, many files: all files are listed from the record.
Related topics
Case files
Case files for law and fiduciary offices across Italy in Italy: fixed-price quote in EUR + VAT, GDPR-compliant.
Learn moreConflict check
Conflict check for law and fiduciary offices, built for Italian SMEs in Italy: fixed-price quote in EUR + VAT, GDPR-compliant.
Learn moreClient portal
Client portal for law and fiduciary offices, matched to your region in Italy: fixed-price quote in EUR + VAT, GDPR-compliant.
Learn more