Visita Treuhand AG enhances document security and efficiency with DeepBox.

Challange

Enhancing security in fiduciary communications.

Visita Treuhand AG, a fiduciary company located in Lenzburg with a history spanning over four decades, serves a diverse clientele of approximately 350 private individuals, SMEs, and larger corporations. Despite their longstanding expertise, they faced a significant challenge: the insecurity of email communication.  

A key element of fiduciary work is the sharing of confidential documents, such as annual reports and tax files. These critical files were often sent unencrypted via email, exposing them to potential interception or manipulation during transmission. While a select few clients employed their own encryption methods, the lack of a standardised secure communication platform presented an ongoing risk of data breaches.  

“We relied on email for document sharing, but it wasn’t enough,” notes Raphael Häfliger, Head of IT. “The fiduciary business thrives on confidentiality, so we needed a secure and efficient solution.” Visita Treuhand sought a platform capable of not only ensuring secure data transmission but also simplifying workflows for both their team and clients.

Solution

DeepBox transforms document sharing and collaboration. 

To address their security concerns and enhance operational efficiency, Visita Treuhand integrated DeepBox into their fiduciary processes. This decision was underpinned by DeepBox’s ISO 27001-certified data centres in Switzerland, ensuring compliance with stringent data protection standards and guaranteeing that data remains stored securely within the country.

DeepBox’s intuitive and user-friendly interface enabled the seamless exchange of documents without compromising security. Clients could upload and share sensitive files such as financial statements and tax records directly via the platform, while knowing the data was encrypted and protected. The clear structure of DeepBox ensured that both internal teams and clients could easily access and manage document workflows.  

This secure system significantly streamlined communication processes, reducing reliance on traditional email exchanges and eliminating the risks associated with unsecured data transmission. Today, over 150 clients actively rely on DeepBox for their fiduciary interactions, demonstrating high adoption and user satisfaction.

“DeepBox has transformed the way we share and manage documents – secure, efficient, and widely accepted by our clients.”

Raphael Häfliger
Head of IT, Visita Treuhand AG

Results

Enhanced data security and operational efficiency. 

With DeepBox now fully integrated into their day-to-day operations, Visita Treuhand has successfully addressed their key challenge – securing confidential client communications. The advanced encryption technology and compliance with Swiss data protection standards provide both employees and clients with peace of mind.  

The adoption of DeepBox has tangibly improved operational efficiency as well. Thanks to its clear and user-friendly design, document sharing and management require less effort, enabling employees to focus on core fiduciary tasks. The platform’s success is evident in the positive response from clients, with over 150 actively using the platform for their document exchanges. This not only underscores the tool’s practicality but also highlights the trust it has generated among clients.  

By leveraging DeepBox, Visita Treuhand AG has positioned itself as a forward-thinking fiduciary firm that prioritises client confidentiality and operational excellence.