All information
immediately in view
Keep track of all information. The diverse connectors and functions for search, analysis and automation allow you to use many company-internal (network hard drives, shares & clouds, accounting, time tracking, etc.) and external (websites, wikis, intranets, etc.) Include sources. Very easy.
More efficient tax advice & controlling
More efficiency in information search and management: with searchit tax edition you effectively achieve more output with less work. Whether with individual searches, comprehensive automation (e.g. making scans searchable, categorizing incoming mail, etc.), and analyses. Save time and money from day one.
Unimagined application possibilities for higher productivity
Set searchit tax edition in a variety of ways in the areas of tax advice and auditing and use it to increase the productivity of your employees. Examples include business process monitoring, controlling, employee monitoring, time recording, document management, and much more.
We have searchit They have been working in our office for a few months and are extremely satisfied. Automated classification in particular saves us a lot of time. Mail and scanned receipts are assigned to the appropriate customer files and forwarded to the correct employees. Especially now, when we are working from home a lot, this saves us a lot of effort.
Employees
customers
—
Suppliers
competitor
—
Authorities
and much more
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Employees
customers
Suppliers
competitor
Authorities
and much more
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Fast full-text search
Working hours-
savings
Cost-
efficiency
productivity
increase
Knowledge Management
Just work better
Use cases for searchit tax edition
The diverse application options for searching, analyzing and automating are ideal for tax consultants and auditors.
Official letters
Search official letters from companies, health insurance companies and other authorities. An OCR system converts incoming letters into searchable text fully automatically.
customer correspondence
Search current and past correspondence via email or post in real time.
Contracts
Search all contracts (customers, companies, rentals, etc.) on the network hard drives. Very simple and with just a few entries.
Legal texts
Stay up to date on relevant regulations and laws. Our system searches online sources and databases and gives you an overview of the latest developments in seconds.
excerpts
Our enterprise search software searches and structures data from registers such as land registers, company registers, etc. and quickly shows you search results and cross-connections.
shelves
Quickly and easily search through various files, such as invoices, personnel files, contracts, working time records, fee notes, and much more.
Post
Incoming mail is automatically converted into searchable text and further processed for you (e.g. categorized and assigned to the correct department).
Expert opinion
Search a variety of sources for creating and reviewing reports, such as: file servers, databases, Amazon storage, email, and much more.
Other systems & wikis
You have quick and easy access to your customers' information systems, such as wikis and intranets. This means you always have everything relevant in view.
searchit tax edition for the tax consultants and auditors industry
The diverse industry-specific functions of the company's internal search engine & DMS are convincing for tax consultants and auditors.
Top DMS for tax advisors
The enterprise search solution searchitcombines the advantages of a fast internal company search for tax advisors and auditors with the best functionalities of a DMS. Based on AI algorithms, automated assignment and grouping of documents is possible, which saves time in everyday office life.
Data protection made easy
Our internal search engine makes data protection easy for tax advisors and financial service providers. With the GDPR module Personal data is found at the push of a button and output in a legally compliant report as data protection information. You save time and have the certainty of receiving a complete list of all instances in your sources.
More security through authorization system
Especially in the sensitive area of tax advice and auditing, it is necessary to keep track of who is allowed to access which documents. An integrated authorization system is therefore included in searchit of course. Additionally allows a Data visualization plugin tracking access and changes to individual documents.
Quick search across all documents
Not only text documents, tables and databases, but also scans are processed using search's OCR functionalityit tax edition indexed and made quickly findable using the lightning-fast full-text search. searchIT includes all connected sources from your tax consulting firm. A strict system of filing rules, which often makes the acceptance of a document management system difficult, is not necessary.
Automated organization of data
searchit tax edition automatically extracts meta information from your documents. The AI algorithms of our in-house search for tax advisors enable automated categorization of your data. The DMS now creates virtual folders for author, year and month of creation, but also by language or file type (e-mails, Word files, Excel files, etc.). Categorization according to the search terms contained and the topics extracted from them is also possible. The AI algorithm tries to establish connections between the documents and declare them as topics. In this way, large amounts of information can be structured automatically.
Manage scans with OCR
In tax consulting and auditor firms, many documents are only available in scanned form: clients' accounting documents, scanned receipts, contracts, etc. In these scans, the text is saved as an image and cannot be searched using conventional methods. The text recognition (OCR) plugin from searchit recognizes the text in these PDF scans and images (through photographed documents) and not only makes them searchable using fast full-text search, but also lets you mark, copy and further process the text
Contact
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