Document archive – digital and legally compliant
Effortlessly comply with the statutory retention obligation under the Swiss Ordinance for keeping and retaining accounting records (GeBüV). Archive your documents digitally, securely and long-term – with direct integration in bexio.
How digital archiving works with bexio
With bexio's document archive, you can get your archiving done easily, securely and in compliance with the law. Documents can be digitally recorded, stored in audit-proof form and, thanks to Swiss hosting and ISO certification, protected to the maximum extent possible. Save valuable time in preparing your audits thanks to a foundation of automated and complete data.
Get through every audit carefree
Effortlessly comply with strict Swiss retention obligations and protect your company from liability risks.
- Archive relevant business documents long term in an uneditable, transparent form, in accordance with the requirements of the Swiss Ordinance for keeping and retaining accounting records (GeBüV).
- With bexio's document archive, your documents are securely stored for the entire statutory period of 10 years.
- Thanks to tamper-proof time stamps, every activity is recorded in full, without interruption, which guarantees the integrity of your data at all times.
Documents at your fingertips anytime, anywhere
Say goodbye to dusty filing cabinets and digitise your business documents in one place.
- Store invoices, contracts and personnel files digitally and in one central place, readily accessible at any time.
- Replace your space-consuming physical archive with a protected, digital data room.
- Simply drag and drop documents and files to upload them and complete your document archive without huge time outlays.
The highest security standards for your data
Benefit from an infrastructure that goes far beyond the possibilities of conventional cloud storage.
- Your documents are hosted in Swiss data centres that are certified according to the security standard ISO 27001.
- Unlike simple cloud solutions, bexio offers a tamper-proof environment where data cannot easily be edited or deleted.
- Manage permissions at any time so that the archive is only accessible to authorised users.
Order and efficiency for you and your fiduciary
Structure your documents intelligently and optimise collaboration with your fiduciary.
- Keep track of folders and tags and find documents in seconds thanks to the powerful full-text search.
- Thanks to automatic deletion suggestions for documents whose retention period has expired, you can effortlessly keep your stock of data clean.
- Invite your fiduciary to your bexio account so that they can prepare financial statements and audits on the basis of complete data.
Your central, digital archive directly in bexio
The document archive is included in the two bexio packages Optima and Ultimate. With administration permissions, you can easily activate the document archive in your bexio account settings.
FAQ
How does digital archiving work?
A digital archive guarantees you maximum security and full compliance with the Ordinance for keeping and retaining accounting records (GeBüV). Thanks to an infrastructure that is specifically tailored to the Swiss Ordinance for Keeping and Retaining Accounting Records, your documents remain in exactly the form they need to be in: uneditable, complete, comprehensible and available at all times.
With the document archive in bexio, you can noticeably minimise your administrative effort. Your data is stored securely in ISO 27001-certified Swiss data centres – protected by a tamper-proof environment that goes far beyond standard cloud solutions. You can find documents in seconds thanks to full-text search and tags. What's more, direct access for your fiduciary via your bexio account simplifies collaboration and preparatory work for audits enormously.
Which documents should you keep for 10 years?
In principle, a statutory period of 10 years applies in Switzerland for most business documents – such as invoices, journal vouchers and contracts. Since the requirements may vary depending on your industry and legal form, your fiduciary is the best point of contact in this regard. They will work with you to define which documents you should store in the document archive in audit-proof form in your specific case in order to fully meet all the requirements of the GeBüV.
To get off to a smooth start, take our course (in German) to find out how to set up and make optimal use of the document archive.
How can I use the document archive in bexio?
Use the document archive free of charge and fully integrated in bexio with the Optima or Ultimate subscriptions. Simply activate it in your bexio settings to start archiving in compliance with the Ordinance for keeping and retaining accounting records straight away.
What can I store in the document archive?
The document archive is your digital storage location for all your GeBüV-relevant documents – from invoices to contracts. Further information on data imports or the supported file formats can be found in the Service description: Document archive.
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