Service companies
«With us, the customer always knows exactly who has provided what service for him when and what it costs.»
Daniel Mächler, certified trustee expert and managing Managing Director, AKTIV TREUHAND AG
Comprehensive range of services in the areas of accounting, taxation, controlling and trust, especially for regionally active Sme.
Found: 2007
8 employees
Challenges
Benefits
Vertec Services & CRM incl. all apps,
Budget & Phases, Business Intelligence
«With us, the customer always knows exactly who has provided what service for him when and what it costs.»
The Trustee Software of Vertec forms the basis for new, attractive offers at Aktiv Treuhand AG: Thank to Vertec, the service provider’s customers can directly post data to their fiduciary’s server. This makes cumbersome and error-prone data transfers superfluous.
A well-thought-out IT architecture has been a high priority for Aktiv Treuhand AG right from the start. The two company founders Daniel Mächler and Franz Felber know that a modern IT structure is the basis for a successful business activity for a service provider. That is why they have relied on Vertec since the company was founded in 2007.
Internally, the performance software is particularly important for simple service entry, timely invoicing and simple controlling: “As a small company, it is crucial to know about the profitability of individual cases at all times,” says Managing Director Daniel Mächler. Vertec also enables detailed and transparent invoicing, which also benefits the customers of the Treuhandbüro.
As software for fiduciaries, Vertec also allows them to launch new offers. Thanks to the comprehensive evaluation functions, they can offer monthly lump sums for payroll accounting in micro-enterprises, for example, and still check at any time whether the cases are profitable for them.
«Thanks to the extensive analysis functions, we can determine at any time whether a case has been profitable or not within a certain period of time.»
a real novelty of Vertec’s complete solution is the direct connection of customers to the company’s SAGE financial accounting system. Trustee customers can transfer their financial accounting data to the trust office’s server in real time via a secure Internet connection. For customers, this eliminates the need to transfer data to the fiduciary, and the data is backed up daily.
«The ability for our customers to transfer data for their financial accounting directly and securely to our server is a novelty in the fiduciary industry.»
Thanks to the established IT environment, the Treuhandbüro can also make other IT applications available to its customers via the Internet, such as payroll applications or Vertec’s own performance software. The high level of interest among the new customers of Aktiv Treuhand AG shows that this offer is particularly attractive for small and very small companies.
