STATUS QUO
Everyday life at our law firm presents us with challenges
Data exchange
Constant data exchange
Without the use of data rooms for regular communication with clients, tax advisors often have to resort to insecure or cumbersome methods such as email attachments, USB sticks or paper mail to exchange documents with clients and colleagues. This not only leads to increased organizational effort, but also to a higher risk of documents being lost, falling into the wrong hands or not arriving on time. In addition, there is no clear traceability of who has accessed which information and when, which makes collaboration more difficult and jeopardizes compliance with data protection and compliance requirements.
PROBLEM #1
No centralized solution
Many tools, but no central location for files. Interfaces are becoming a must.
PROBLEM #2
GDPR and file size problematic
Data protection problems and restrictions when sending large files. Email encryption is a laborious process.
PROBLEM #3
Too many different logins for clients
Need for explanation of where to find what and no central overview of files.
OUR TOOL
A centralized solution for document management
Structured data exchange
With TAXPOINT, you can determine which functions a project really needs. And which participants will work together in a workspace.
Project management
TAXPOINT offers you the option of describing and commenting on tasks, linking documents, adding deadlines and much more.
Chat
Whether you're on the move on your smartphone or on your computer in the office - you can also communicate clearly and in encrypted form on the move.
E-signature
Use TAXPOINT for a simple and legally valid e-signature, without the need for complex Web ID procedures.
Workflow
TAXPOINT offers the option of creating the various workflows together, outsourcing them to TAXPOINT or the customer can create them themselves.
OUR PROMISE
Highly secure & convenient
With full GDPR compliance, client-side encryption, various certificates, servers in Austria, Germany and Switzerland and FIDO2 technology, we reliably protect your sensitive data. Employees can useTAXPOINT to its full extent after a short onboarding, and all functions are immediately clear and understandable even without training.
Security
The safest
solution on the market.
Convenience
The switch to
TAXPOINT is simple.
CUSTOMER RATINGS
What TAXPOINT users say
OFFER
Our service packages
Basic
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All Basic Features:
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∞ Data rooms
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∞ Projects
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∞ Workspaces
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∞ External users
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Simultaneous editing of documents
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Automatic versioning
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Tags
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Advanced and qualified digital signature
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10 GB memory / user
Supplementary expenses
Minimum user (4): €96.00
Onboarding (one-off): 1.492,00€
Interface setup (one-time): 864,00€
Interface / month: 70,00€
Signatures Advanced: 0,10€
Signatures Qualified: 2,50€
Video Call / minute: 0,15€
Memory overrun / Approx. GB / month: 1,00€
Professional
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All Basic Features, plus:
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∞ Task boards
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∞ Chats
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Whitelabeling
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Video Calling
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Project templates
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Rights management
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Outlook Addin
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Offsite backups
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20 GB memory / user
Supplementary expenses
Minimum user (8): €352.00
Onboarding (one-off): 1.492,00€
Interface setup (one-time): 864,00€
Interface / month: 70,00€
Signatures Advanced: 0,10€
Signatures Qualified: 2,50€
Video Call / minute: 0,15€
Memory overrun / Approx. GB / month: 1,00€
Premium
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All Basic plus Professional Features, plus:
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Offline work
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Full text search
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PDF Merging
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Advanced whitelabeling
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IURIO AI Agents (coming soon)
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40 GB memory / user
Supplementary expenses
Minimum user (12): € 768.00
Onboarding (one-off): 1.492,00€
Interface setup (one-time): 864,00€
Interface / month: 70,00€
Signatures Advanced: 0,10€
Signatures Qualified: 2,50€
Video Call / minute: 0,15€
Memory overrun / Approx. GB / month: 1,00€
Would you like to compare our packages?
Arrange a free demo appointment now.
