Welcome to Doxxi!

Cloud based document management and client platform for tax and accounting professionals

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What is Doxxi

Doxxi is a cloud-based document management, task management and client portal designed especially for tax and accounting professionals. We offer a centralized place to connect data and processes. Doxxi Starter and Doxxi Pro are offered as a plug and play solution including a suite of services and industry specific add-ons to support your journey

Document Management features

Discover how simple document management features can help you get you organized and stay compliant

Full text search

Google-like search through all your saved information and connected data sources enables users to find data by searching for specific words or phrases contained within the document's content.

Automatic name convention

Ensuring that documents are consistently named based on predefined rules and patterns makes it easier for users to locate and identify the right files without even opening them.

Predefined ``folder`` structure

With a standardized folder structure, all accountants within the organization follow the same layout. This consistency streamlines document management processes and reduces confusion.

Version control

When you create a document in Doxxi it automatically assigns it an initial version. As you make changes to the document, such as editing the content or the attached information, Doxxi increments the version number.

Access control

Access control and permissions in Doxxi are mechanisms that determine who can access, view, edit, or delete documents and information within the system. In simple terms, they are like the locks and keys.

Predefined workflows

Workflow automation simplifies and streamlines the way documents and tasks move through your organization. It’s like having an automated digital assistant that helps manage your flow of work.

Workflow and automation

Implement automated document and task management. Define stages, assign actions, and let Doxxi take care of the rest. From creation to archiving, your documents follow a predefined path, freeing your team from manual interventions.

Compatible with MinFin

Thanks to the automation between Doxxi and MyMinFin, accountants no longer have to download all the documents they need for their clients one by one from MyMinfin. Doxxi will do the download and archiving automatically in the clients digital file.

Integration with Microsoft Office

After installing Doxxi you will have a direct access to it via the ribbon in Word and Excel. Using the ribbon would allow you to compare versions of a document within MS Word or save directly from Word to Doxxi.

Deadline tracking

Accountants deal with strict deadlines. Doxxi provides a centralized platform for tracking and managing deadlines. It sends automated reminders and notifications to ensure that important dates are never missed. This eliminates the last-minute rush.

Integration with Penneo

Documents are sent directly from Doxxi to Penneo and retrieved back when signed by all parties. This eliminates the need to print, sign, scan and manually file physical documents, saving time and reducing overhead costs. The workflow leads to increased productivity and lower operational expenses.

Integration with Microsoft Outlook

Doxxi allows you to save Outlook messages and file attachments directly from MS Outlook to Doxxi with one click or with drag and drop, adding tags so that the information is easily accessible.

Graphical insights

With Doxxi Pro and Doxxi Elite you get a graphical overview of the progress of all workflows and automations. View in one screen what the progress of your tasks are and the quality of your data.

Doxxi Client portal

Unlock a world of convenience and professionalism with the Doxxi Branded Portal. Designed with you and your clients in mind, our secure and user-friendly portal transforms the way you collaborate and manage your clients financial information.

Get files from clients

Doxxi Client Portal simplifies the file-sharing process by providing a centralized, online platform where clients can easily upload and submit documents at any time, from anywhere. This convenience eliminates the need for physical meetings or manual document transfers

Send files to clients

Efficiency, security are key factors in this process of sharing files with your clients. By using the secure and client-friendly Doxxi Client Portal for file sharing, you can enhance your client relationship and provide a seamless experience.

Custom branded

By using Doxxi branded client portal, you maintain a consistent and professional image throughout all your interactions with clients, which they associate with quality. Doxxi enhances the perceived value of your services.

Integrated with Doxxi Pro and Elite

Doxxi creates automatically for each client a web enabled branded portal allowing the client to receive and upload documents from and for his accountant. Using Doxxi as the back-office solution, you and your client share the same truth at all times

Easy to use

Doxxi Client Portal features an intuitive interface, making it easy for clients to navigate and find information. The layout is designed with simplicity in mind, ensuring that even clients who aren't tech-savvy can use it comfortably

Enhanced security

Security is paramount when dealing with sensitive financial information. Doxxi offers top-tier data security and encryption, ensuring that client data is protected throughout the entire process.

OUR VALUE PROPOSITION

Where value meets excellence: Our promise to you.

Smart Technology from M-Files

Doxxi is built using the smart technology from M-Files

Plug and play

Our solution is designed for simplicity. No extensive setup needed.

Experience

With two decades of experience, we've honed our understanding of your industry inside and out.

Full service attitude

Our package includes a suite of services. We are with you every step of the way.

Industry specific

Our extensive industry experience has enabled us to create specialized add-ons tailored to your specific needs.

Our packages

Doxxi is available in three different editions. This guarantees a solution that will grow with you.

Starter

  • BASIC DOCUMENT MANAGEMENT FEATURES
  • PREDEFINED FOLDER STRUCTURE
  • PREDEFINED WORKFLOWS (f.ex. MinFin doc retrieval)
  • BASIC INTEGRATIONS (MS OFFICE-PENNEO Connector)
  • FOR SOLO PRACTITIONERS - SMALL FIRMS
  • More info

PRO

  • ALL FROM STARTER PLUS
  • EXTENDED WORKFLOW CAPABILITIES
  • GRAPHICAL DASHBOARD
  • INTEGRATION ACCOUNTING (EXACT ONLINE-YUKI)
  • INTEGRATION PRACTICE MANAGMENT TOOLS (ADMIN IS/PULSE)
  • EXTENDED ONBOARDING INCLUDED
    • More info

ELITE

  • ALL FROM PRO PLUS
  • FULL ACCESS TO NO CODE GRAPHICAL WORKFLOW DESIGNER
  • FULL AUDIT TRAILS AND COMPLIANCY INSIGHTS
  • FULLY CUSTOMIZABLE ONBOARDING
  • TAILORED FOR LARGE ACCOUNTING FIRMS WITH COMPLEX NEEDS
  • More info

Keep in Touch

Lets talk about you !



    +32 2 895 06 00

    +32 14 71 62 19

    De Meeûssquare 35, 1000 BRUSSELS

    hello@doxxi.eu