Use Case Fiduciary

Recommendation for optimal use of DeepBox between trust company and client

DeepBox offers secure and structured document management. Depending on the use case, there are two main approaches to collaboration between a trust company and its clients.

“Shoebox principle”: Trustee opens box in his DeepBox-organisation

• The trustee opens the box in his organisation and releases it to the customer (box release)
• Important: The customer can view and process the documents, but DeepO training (DeepFlow, suggestions, etc.) is not possible in a shared box.

Advantages:

• The trustee retains control over the box
• Simple document approval for the customer
• Billing of the Deep Services used via your own DeepBoxorganisation

Suitable for clients who want to take on little administrative responsibility and prefer the trustee to retain control.

Final expansion “Customer books themselves”: Customer opens their own DeepBox-organisation

• The customer opens their own DeepBox-organisation and the trust company connects the corresponding client to this DeepBox-organisation (connection per client)
• The trustee should have a user in the customer’s organisation

Advantages:

• The customer has full control over the box
• Both sides can work together efficiently
• Billing of the Deep Services used via the customer DeepBox-organisation
  

Suitable for customers who want to take on administrative responsibility and have full control over their box.

Conclusion:

The “shoebox principle” is suitable for simple collaboration, while the “final expansion” is recommended for customers with higher administrative requirements.

The recommendation for the optimal use of DeepBox between fiduciary companies and clients can be found under the following link:

https://hub.abatreuhand.ch/fileadmin/ablage/05_wissen/deepcloud/02_dokumente/Empfehlung_DeepBox_Nutzung.pdf

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