01
Proofs remain in secure inboxes for yearsID documents, tax records, and payroll data are held by sender, recipient, email provider, and in backups.
For tax advisors, accountants & payroll offices
Invoices from the client. Not exposed in email.
With a fixed SchlüsselBot secure inbox, clients send invoices, payroll data and confidential queries encrypted to your firm — without a personal account, without an app and without a complicated portal.
The typical failure points
‘Just send it by email’ is convenient – until sensitive data is included.
The bottleneck is rarely scanning a document. It occurs instead during insecure transmission and manual distribution within the law firm.
02
ZIP passwords travel alongside directlyA password in the next email only appears to separate access paths and simultaneously increases the explanation effort.
03
Personal secure inboxes slow down the teamVacation and sickness make access unclear. Shared secure inboxes provide authorised employees with a clear workflow.
Directly integrable
A link becomes part of your existing client process.
SchlüsselBot does not replace your law firm software. It closes the gap before import: secure transmission from the client's browser.
1
Create postbox
For example, "Invoices", "Payroll", or "New Mandate". Protection and retention periods are set per secure inbox.
2
Place the link where it is needed
Website, email signature, client letter, or QR code. The sender does not need an account or software.
3
Edit in inbox
New submissions appear live. Authorised persons open them directly in the account; after retrieval, the message is deleted.
Practice examples
Usable without reinventing the process.
Typical start: Include a link in your signature and send it instead of an email attachment during the next sensitive reply. For recurring documents, use a dedicated secure inbox afterwards.
Proofs received
Collect invoices, bank statements and proof of a permanently accessible link.
Payroll & Personnel
AU confirmations, personnel master data or confidential follow-up queries received separately from the general office inbox.
New mandate
Consolidate powers of attorney, copies of ID and initial documents in a clearly named secure inbox.
Automation
Business integrates its own applications via API and signed webhooks, for example for shipment status and downstream processes.
plan decision
Pro for personal inbox. Business for law firms and teams.
Pro
- Personal secure inboxes
- Files up to 50 MB
- Retention period selectable up to 7 days
- Encrypted address book
Business
- Team shared secure inboxes
- Files up to 100 MB
- AVV according to Art. 28 GDPR
- §-203 Obligation, API and webhooks
SchlüsselBot provides technical and organisational functions. The legal basis, permissions, information obligations, and classification of your specific use case remain under the responsibility of your law firm. Read security and legal notices
Frequently asked
Briefly answered
Is SchlüsselBot a document management system?
No. SchlüsselBot is the secure transmission path. Long-term professional storage takes place afterwards in your law firm or accounting software.
Can multiple staff members use the same inbox?
Yes, in Business. A secure inbox is shared with the entire team or only selected individuals. Removed team members lose access immediately.
Do clients need to be trained?
Usually not: open link, paste message or file, and send. There is no tenant account and no app.
Sensitive client documents don't require a complex portal rollout.
Begin with a secure inbox link and integrate it into the process your clients already know.