Document collection
Clear and fast.
Property type
Fiduciary and Treuhand for law and fiduciary offices across Italy
Businesses in Turin, Bologna, Florence, Bari and Palermo get the same method: remote work, short milestones and one point of contact. Work is planned in short stages with a demo at the end of each, so you can change course early. For fiduciary and trust offices: client file, document collection and billing in one place. Clients upload their documents through the portal.
- Italian and English
- EUR, VAT and tourist tax
- Data protection under GDPR
Without chasing documents
The requested documents go to the client as a list; missing items are reminded automatically and uploaded documents land in the right file. For period end, tasks, deadlines and bills are held in the same record.
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
Accounting and audit standards belong to the firm and its specialists; the system organises workflow and documents.
Frequently asked questions
Does our accounting program stay?
Yes; the system works alongside it and passes data across.
Related topics
Accounting export
Accounting export for law and fiduciary offices across Italy in Italy: fixed-price quote in EUR + VAT, GDPR-compliant.
Learn moreBilling and e-invoices
Billing and e-invoices 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