Software > IT projects > Insurance broker seeks archiving software

Insurance broker seeks archiving software

IT project from: insurance broker (Germany)Project no. 22/2977: finished
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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:

Software / Company Functions Customizing OS
Findentity Office - DMS and CRM 42 / 50
 
 
 
 
 
 
 
 
This list of results shows only a selection of the search results. We have found 18 more solutions.
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Solutions with high relevance according to corresponding feedback 8
Communication between SoftGuide and providers (emails, telephone) 55