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Opti.List is a non-proprietary and cross-sectoral archive component to complement any business software.

The multifunctional archive- and analysis software Opti.List can be most beneficially employed when legally compliant data archiving simultaneously facilitates the shut down of existing legacy systems.

The software guarantees the required audit-proof long-term availability of the compulsory stored data and allows full-text search of the archived data.  The programme collects all tax-relevant data from all productive systems and transfers them to its own external archive in accordance with the description standard. Supported are all common source formats, printed files as well as information from databases (ODBC) and others. At the same time storage in the newly generated archive meets all legal requirements. The user can access information as before and utilise it for his applications or pass it on to third-parties in line with legal guidelines. Additionally it is ensured that all data structures and check sums are maintained (auditing acceptability)

However, Opti.List allows the fiscal authorities only access to the data which you have authorised. The data files prepared for auditing and structural information are archived on a data carrier in an unmodifiable, audit-proof format and ready for inspection.

In an individual workshop we will gladly develop a requirement profile specific to your needs and produce an implementation concept which will principally include the following points:

  • Identification of the tax-relevant data and data structures according to their tax relevance and legal requirements
  • Assessment of data transfer options (over 200 import formats)
  • Preparation of a storage concept, certification by leading accounting firms and regional tax office
  • Validated transfer of relevant system files (ERP, FAS, E-mail, time management etc) to the external Opti.List archive
  • Description of the processes in a  process document according to GoBS
  • Evaluation with integrated analysis software (IDEA, ACL, InfoZoom etc) in the Opti.List archive, which qualitatively and quantitatively offer the same analysis options as the productive system.
  • Secure access to the data of an existing DMS by authorisation concept
  • Integrated self-explanatory process documentation
  • Available data is GDPdU-compliant and legacy systems can be shut down if necessary


Professional data archiving – secure, easy and user-friendly.

Please ask for your free Info – CD

 

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