Over 500 fiduciary firms are already using DeepBox with their clients to securely and efficiently share, store, and process documents.

Operational efficiency and data security

The platform, ISO 27001:2022 certified and hosted exclusively on Swiss servers, is revolutionizing how fiduciaries manage communication with their clients.

DeepBox eliminates insecure email exchanges by replacing them with a secure sharing system that protects sensitive financial data.

According to user feedback, fiduciaries implementing DeepBox have seen significant improvements in operational efficiency. For instance, Confides AG handles an average of 600 documents per client, enabling them to serve more clients without increasing staff.

Remarkable growth in just a few years

What makes this milestone even more significant is the speed at which it was achieved: DeepBox was launched in 2021 and, in less than four years, has earned the trust of hundreds of fiduciary firms, becoming a central tool in their digital transformation.

Automation and ERP integration

The platform offers advanced automation capabilities through DeepO, the AI tool for data extraction, which automatically captures information from documents and transfers it into the Abacus ERP system. This integration streamlines invoice processing and boosts business efficiency through highly automated workflows.

Widespread adoption and customer satisfaction

Visita Treuhand AG communicates successfully with over 150 clients via DeepBox, while firms like Convicta Treuhand AG have seen substantial benefits in handling sensitive documents—especially in the healthcare sector where data security is paramount.

The growing adoption of DeepBox demonstrates how Swiss fiduciaries are embracing digital transformation to improve service quality while upholding the high security standards demanded by the Swiss financial sector.