What is Doxxi
Doxxi is a cloud platform that allows accountants and bookkeepers to easily manage documents, tasks and customer processes. It centralises all data and workflows for greater efficiency.
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Doxxi is a cloud platform that allows accountants and bookkeepers to easily manage documents, tasks and customer processes. It centralises all data and workflows for greater efficiency.
Employees can easily and quickly search using a user-friendly "Google-like" search function. With the full-text search function, they can search not only by titles but also within the content of documents. This applies to both stored information and all linked data sources.
A uniform folder structure ensures that all employees follow the same layout. This makes document management clearer and reduces confusion within the organization.
Access management in Doxxi controls who can access, view, edit or delete documents. It works like a security system with locks and keys to ensure the security of information.
A centralized online platform that allows clients to upload and submit documents at any time and from any location. This eliminates the need for physical meetings or manual document transfer.
Documents are automatically named according to predefined rules and patterns. This allows users to easily find and identify the correct files without having to open them first.
When creating a document in Doxxi, an initial version is automatically assigned. Every change to the content or attached information results in an increase of the version number, so you always have insight into the evolution of a document.
Workflow automation streamlines the way documents and tasks are processed by the organization. It functions as a digital assistant that helps manage business processes more efficiently.
Instead of navigating through complex folder structures or trying to remember specific file names, users can simply enter relevant keywords or phrases in the search function to instantly find the documents they need.
Thanks to the automation between Doxxi and MyMinFin, accountants no longer have to manually download documents for their clients one by one. Doxxi automates the process of downloading and archiving, automatically storing all required documents in the client's digital file.
After installation, Doxxi can be accessed directly from the ribbon in Word and Excel. This allows you to compare versions of a document within MS Word and save documents directly from Word into Doxxi, making file management easier.
Documents are automatically sent from Doxxi to Penneo and retrieved after signature by all parties involved. This eliminates the need for physical actions such as printing, signing, scanning and manual filing. This streamlined workflow increases productivity and reduces operational costs.
Doxxi allows you to easily save Outlook messages and attachments in Doxxi directly from MS Outlook. This can be done with a single click or via the drag-and-drop feature, seamlessly integrating email management into your document management process.
Doxxi is a cloud-based document management, task management and client portal designed specifically for accountants and accounting professionals. We provide a centralized place to connect data and processes.
Starter | Pro | Elite | |
Basisfuncties voor documentbeheer | |||
Voorgedefinieerde mappenstructuur | |||
Voorgedefinieerde workflows (bijv. MinFin-documenten ophalen) | |||
Basis integraties (MS Office-Penneo connector) | |||
Voor solo accountants - kleine kantoren | |||
Uitgebreide workflowmogelijkheden | |||
Grafisch dashboard | |||
Integratie boekhouding (Exact Online-Yuki) | |||
Integratie tools voor praktijkbeheer (Admin-IS/Pulse) | |||
Uitgebreide onboarding inbegrepen | |||
Volledige toegang tot grafische no-code workflow designer |
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