TAXY

Online archive

Keep all important documents organised and safe in one place — available anytime in the TAXY online archive.

App Dashboard
Online archive dashboard
Online archive

Why it makes sense

Paper, emails and chaotic folders slow down your work and increase the risk of errors. The TAXY online archive centralises all accounting documents, gives them structure and configurable access — so you find what you need within seconds. The archive is also the integration point for invoice data extraction, exports to accounting software and sharing with clients or auditors.
Safe storage of all documents
Instant access for clients and accountants
Automatic document categorisation

How does the online archive work?

upload
krok 1
The client uploads documents
psychology
krok 2
The system categorises them automatically
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krok 3
Documents are available to everyone authorised
search
krok 4
Real-time search and filtering
security
krok 5
Secure backup and archiving

What this feature brings you

A digital archive benefits everyone involved — clients, accountants and managers.

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Fast full-text search

Search lets you find any document within seconds. The system supports advanced filtering by various criteria.

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Access rights and security

Manage access at the client or folder level. You're in full control and no uninvited guests can reach the documents.

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Automatic categorisation

The AI system automatically recognises the document type and files it in the right category. Invoices, contracts, receipts — everything has its place.

Online archive

A flexible folder structure and file queues

In the online archive you organise folders exactly the way you're used to. Create your own tree structure manually or choose an automatically suggested one, which you can adjust at any time. Browse documents either in classic folders or in a clear file queue with advanced filters (status, type, various dates, etc.) and switch smoothly between the two modes.
Digital document archive
The traditional approach vs. working with TAXY

How working with documents changes with a digital archive

Paper archive
Physical folders and boxes of documents
Time-consuming searches for specific documents
Risk of losing or damaging documents
Access limited to the office
Costs for printing, paper and storage space
TAXY online archive
All documents digital in one place
Instant keyword search
Secure backups and protection against loss
Access from anywhere, anytime
Savings on paper and storage space

Start with a digital archive

Move your documents into a secure online environment. Clients will love the simplicity, accountants will appreciate the clarity, and you'll be sure nothing gets lost.

Get started
Online archive | TAXY