Industries this serves
Accounting and tax firms
Much of the cost of invoice handling occurs before bookkeeping: finding attachments, checking structured invoice formats and assigning each document to the right client.
Consider an accounting firm looking after thirty businesses. Each client needs separate files and access rights. A member of staff selects the appropriate client, validates a received e-invoice and prepares the next handoff. Standalone Invoice Validation addresses the checking stage without replacing existing billing software. Full Invoice combines invoice issuance and handling with validation. Kanzlei is the multi-client offering, with permissions, export functions and integrations to be verified before general sale. SOFBAC Kanzlei / Invoice Office exports conventional CSV files prepared to DATEV import standards for regular import. It does not claim direct DATEV API synchronisation.
Why a modular approach: SOFBAC does not claim to replace DATEV or integrate automatically with every accounting tool. Its proposed advantage is a modular, transparent starting point alongside established workflows.
Law firms
Legal practices rely on confidentiality and reliable document handling. Sending the wrong version or giving an unauthorised person access to a file can be costly.
A solicitor prepares a document within a specific case folder. Authorised colleagues add revisions, and the approved version is kept separate from drafts. Workspace supports file organisation and access control, Pass helps manage credentials and Backup Mail may protect relevant email archives. These tools address selected document processes without claiming to replace specialist legal case-management software.
Why a modular approach: SOFBAC focuses on defined tasks: files, permissions and backups, not a universal legal practice platform.
Insurance brokers and claims firms
Insurance brokers need the right policy, correspondence and evidence at the right moment. Scattered photos and documents make each case harder to handle.
When a claim arrives, a broker locates the relevant files in Workspace, organises inspection photos in Bild and may use Remote Connect to access an authorised office computer. Pass helps manage credentials. SOFBAC does not claim to automate claims decisions or integrate with every insurer.
Why a modular approach: SOFBAC aims to supplement existing broker tools for file handling, photo records and remote access, not replace every insurance platform.
What to check
A password vault does not replace MFA, proper access policies or recovery planning.
Industry example: Insurance brokers and claims firms
Insurance brokers need the right policy, correspondence and evidence at the right moment. Scattered photos and documents make each case harder to handle.
When a claim arrives, a broker locates the relevant files in Workspace, organises inspection photos in Bild and may use Remote Connect to access an authorised office computer. Pass helps manage credentials. SOFBAC does not claim to automate claims decisions or integrate with every insurer.
SOFBAC aims to supplement existing broker tools for file handling, photo records and remote access, not replace every insurance platform.