Software > IT projects > Insurance broker seeks archiving software

Insurance broker seeks archiving software

IT project from: insurance broker (Germany)Project no. 22/2977: finished
Are you also looking for software?
Matching software categories:
Ihr Ansprechpartner für diese Recherche
Mr. Dipl.-Ing. Olaf Kram
olaf.kram@softguide.de

As an insurance broker, we are looking for archiving software for the audit-proof archiving of our accounting documents.

The software should meet the following requirements:

  • Archive these documents in accordance with German principles
  • Comply with tax law requirements
  • Can be installed on a terminal server
  • On-premises

Three to four software workstations are planned. Work is carried out in an MS Windows system landscape.

The software should have the following functions.

Necessary:
Optional:

Based on the specific requirements, the following solutions can be considered:

Findentity Office - DMS and CRM

Project statistics

Quantity
Researched solutions 19
Selected potentially relevant solutions (of which published) 8 (2)
Sent e-mails (questions, queries) and telephone calls 44
E-mails received from vendors 11
Direct responses to the IT project 0
Responses classified as relevant 3