Automated intelligence: How Impuls Treuhand GmbH transformed client processes with DeepCloud.
Impuls Treuhand GmbH harnesses the power of DeepCloud’s DeepBox and DeepO solutions to optimize document workflows and elevate tax client service efficiency.
Main service
Industry
Fiduciary services
Area of use
Accounts handling, data processing
Challange
Modernising document management for enhanced efficiency.
Impuls Treuhand GmbH, a dynamic fiduciary firm based in Affoltern am Albis, near Zürich, supports SME and private tax clients through tailored accounting and financial services. Despite their forward-thinking approach, the firm faced challenges stemming from traditional document submission and manual processing workflows.
The existing system was time-intensive and inefficient, particularly for their SME and private tax clients, and often required significant manual effort to manage and process physical and digital records. And for Impuls Treuhand, organising and extracting relevant data was an ongoing challenge.
The company sought a solution that would automate data entry, simplify document handling, and provide a platform for seamless and secure sharing of information. Their goal was clear – reduce workload through efficient automation while maintaining the highest standards of service for their clients.
Solution
Revolutionising workflows with DeepBox and DeepO.
To meet their objectives, Impuls Treuhand GmbH turned to DeepCloud’s innovative suite of products, integrating DeepBox and DeepO into their operations.
DeepBox served as a centralised, secure platform for document submissions. With its intuitive interface, clients could easily upload files, eliminating the inefficiencies of manual handling while also enabling real-time, secure document sharing between them and Impuls Treuhand. And with DeepO cognitive data capture AI fully integrated with DeepBox, Impuls Treud automated the extraction of critical information from the full range of client documents, including invoices and receipts.
For medium-sized clients, Impuls Treuhand took their DeepBox implementation one step further, creating individual boxes for each client to accelerate document processing efficiency. When clients input documents via upload or with a simple photo on their mobile app, data is extracted by DeepO and then seamlessly transferred and booked into their Abacus ERP system, in real-time.
The entire process – from uploading documents to data processing and file management – was streamlined, eliminating redundancies and improving efficiency for the firm and its clientele alike.
“With DeepBox and DeepO, we were able to increase efficiency and offer our clients safer and simpler solutions. A real asset to our work.”
Laura Fuchs
Owner and Managing Director, Impuls Treuhand GmbH
Results
Efficiency unlocked through automation.
The integration of DeepBox and DeepO profoundly impacted Impuls Treuhand’ operational effectiveness. Fully automated data capture and processing allowed the firm to digitise previously manual workflows, significantly reducing workload. Time spent on document handling was cut drastically, enabling the team to focus on higher-value tasks and enhancing the speed and precision of client services.
Clients reaped the benefits too. Secure, user-friendly submissions ensured peace of mind, and faster processing times meant their financial records were handled with greater efficiency than ever before.
By adopting these solutions, Impuls Treuhand succeeded in creating a modernised document management system, setting a benchmark for fiduciary firms aiming to seamlessly merge technology with superior client service.
