DossierFlow
YOUR CUSTOMER FILE COMPLETE
Request efficient and structured customer information (PBC lists) within a secure online environment. Stand-alone tool and can be used independently
![twinfield01](https://twinfield.cc/wp-content/uploads/2018/09/twinfield01.jpg)
Easily request PBC lists
The annual collection of customer data is a recurring task. It is always a challenge to determine what specific information your customers need to provide and how this data reaches you safely. The process of retrieving data for the annual accounts, audit assignment, on-boarding or declaration often takes many hours of work. DossierFlow offers an efficient, simple and secure solution to streamline this data collection process.
![connected](https://twinfield.cc/wp-content/uploads/2024/04/connected.png)
Dynamic templates
Create dynamic templates in your own environment, or use a standard (customizable) template.
![office](https://twinfield.cc/wp-content/uploads/2024/04/office.png)
Applicable throughout the office
Audit
Onboarding new customers (WWFT)
Annual accounts
Income tax
Sustainability reporting
![structured](https://twinfield.cc/wp-content/uploads/2024/04/structured.png)
Structured working
Communication within the platform and daily summary of status updates.
![save](https://twinfield.cc/wp-content/uploads/2024/04/save.png)
Work safely
Securely send and store files with SOC type 1 and 2 certification.
Create overview and structure with a streamlined delivery process
Your customer files completed faster
Retrieving and storing customer documents is often not the most enjoyable part of your job. It is extremely time-consuming to keep track of whether customers have already sent you or your colleagues the correct documents, and whether these documents are correct and complete. There is now a solution for that! With DossierFlow you can easily create templates to request PBC lists or other customer information.
![Twinfield DossierFlow Duidelijkheid v2](https://twinfield.cc/wp-content/uploads/2024/04/Twinfield-DossierFlow-Duidelijkheid-v2.jpg)
![TWF-DossierFlow-Structuur-CO](https://twinfield.cc/wp-content/uploads/2024/04/TWF-DossierFlow-Structuur-CO.jpg)
![TWF-DossierFlow-Overzicht-CO](https://twinfield.cc/wp-content/uploads/2024/04/TWF-DossierFlow-Overzicht-CO.jpg)
Standard
- Starter bundle 100 questionnaires
- Unlimited users
- 1 admin
- 1 designer rol