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Small accounting firm seeks archiving solution

IT project from: small accounting firm (Germany)Project no. 24/3369: finished
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I run a small accounting office and am looking for an archiving solution to complement my existing accounting program.

The software must meet the following requirements:

  • Archiving of incoming/outgoing invoices
  • Any associated email correspondence
  • Compliance with legal requirements
  • Windows compatible
  • No cloud, no monthly costs (!)

One software workstation is required.

The software should have the following functions.

Necessary:
Optional:
Future:

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

aktefix® digital
Findentity Office - DMS and CRM

Project statistics

Quantity
Researched solutions 25
Selected potentially relevant solutions (of which published) 17 (3)
Sent e-mails (questions, queries) and telephone calls 61
E-mails received from vendors 9
Direct responses to the IT project 4
Responses classified as relevant 7

Contact the searcher:

The IT project has already been closed.

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