SECTOR · TAX ADVISORY FIRMS

Make legacy files searchable without client data leaving the building.

Staff shortages meet paper archives: your team spends time searching instead of advising. And professional confidentiality must be maintained in the cloud too.

PILOT

A year’s case files as a pilot: scanned, classified and logged. Proof using real client records.

KNOWLEDGE BASE

Your entire legacy archive: searchable by its full text, with traceable documentation, including procedural documentation.

SKS

Research with sources: find deadlines, notices and correspondence, and cite them with supporting evidence.

EVIDENCE · Method tested on our own real-world archive of almost two decades: 100% metadata coverage across 4,695 notes, 0 sensitive items in the cloud, an unbroken audit trail.

Frequently asked questions from the sector.

How do we digitise legacy files in line with the GoBD?

They are scanned, classified and logged, with procedural documentation included in the delivery. We agree retention and the handling of originals in advance.

Does this work alongside DATEV?

Repertadata does not replace practice management software. It makes the material outside it accessible: the legacy archive, folder structure and scans.

What about procedural documentation?

It describes data flows, responsibilities and controls. The audit trail provides the supporting technical evidence.