The challenges for accountants and how Doxxi can help

Challenges

1

Complex document and compliance requirements

Accountants face the challenge of efficiently managing various tasks, from client management to adhering to strict compliance requirements such as AML (Anti-Money Laundering) procedures. Manual processes and lack of automated workflows can lead to delays, missed deadlines, and even compliance incidents.

2

Management of contracts and signed documents

Another bottleneck is managing contracts and signed documents, such as assignment letters, which are often processed on paper or exchanged via e-mail, reducing efficiency and security.

3

Limited access to comprehensive customer information

Doxxi provides instant access to critical customer information and insights, which helps optimize risk management and customer management, all integrated into one system.

Solutions

1

Doxxi - A fully integrated Plug-and-Play solution for Accountants

Doxxi offers an automated, easy-to-implement solution that addresses these challenges by combining document management, customer insights and integrations with critical tools such as Penneo and CompanyWeb. All within a secure, cloud-based environment.

2

Doxxi - Simple and secure document management

Doxxi provides a secure environment for managing and signing documents. Through automation and digitization, it streamlines processes and increases efficiency and security.

3

Doxxi - Instant access to customer insights.

Doxxi provides instant access to critical customer information and insights, which helps optimize risk management and customer management, all integrated into one system.

Find out how Doxxi helps you overcome daily challenges

This integration offers time savings and increased efficiency by eliminating manual data entry and using up-to-date financial data. You gain instant insight into the financial health of customers and suppliers with accurate, automatically populated data. This promotes collaboration between departments and speeds up the onboarding process for new customers and suppliers, while minimizing administrative errors.

With Doxxi, you don't have to worry about the complexities of AML compliance. We offer an automated customer onboarding workflow that ensures all necessary customer data is collected, verified and stored securely. This helps you meet AML requirements immediately without manual effort.

Doxxi seamlessly integrates task management into your workflows, so you always have visibility of important deadlines. Whether they are periodic checks or one-off tasks, our tool sends automatic reminders and ensures that deadlines are never lost sight of. This reduces the risk of penalties and increases customer satisfaction.

By integrating with Penneo, you can easily get assignment letters and other documents signed digitally. This speeds up the process, reduces paperwork and ensures a fully legally compliant digital archive of signed documents. You save time and increase efficiency by managing everything within one system.

Doxxi integrates with CompanyWeb, giving you instant access to your customers' detailed business information. This allows you to make risk assessments, improve customer relationships and better tailor your services to your customers' needs. This increases your insight and helps you manage risk proactively.

Thanks to integration with MyMinFin, customer documents are automatically downloaded and stored in the right place within your digital archive. Doxxi ensures that every version of a document is securely stored and monitored, so you always meet compliance requirements and do not waste time on manual tasks.

Doxxi ensures that all your customer data is secure with built-in access control, version control and audit trails. You always maintain full visibility of who has access to which documents, which is a crucial part of both AML and privacy regulations.

Doxxi's added value

With Doxxi, you get a powerful solution that not only optimises your workflow, but also ensures that your office remains fully compliant, without extra manual effort. Whether it’s customer onboarding, document management, e-signatures or customer insights-Doxxi does it all within one easy-to-use platform.

The complete, easy solution for accountants

Doxxi revolutionizes the way you work so that you save time, streamline processes and always comply with laws and regulations. With instant implementation, intuitive interfaces and advanced integrations, you can benefit from a more efficient work process from day one.

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