Trust services

Minimizes
booking errors.
Maximizes
trust expertise.

Digital Collaboration

Alongside your clients.

Break free from proprietary and expensive accounting systems. With just a few clicks, you can provide your clients with an accounting system that you can access centrally through your partner login. Your clients can work within it, and you'll maintain a comprehensive overview.

Strategic partner

Your Next Step.

Build a leading firm with speed, advisory expertise, and a strong client focus. Exxas supports your team with a comprehensive platform for client, mandate, and task management, as well as financial and payroll accounting.

Trust platform

All threads converge
with you.

A holistic operating system for your firm. Unify all client information, documents, services, and accounting on one platform.

Outsourcing

Outsource financial accounting.

With Exxas, your clients won't notice a difference when they outsource their accounting to a trust service provider. Tasks, comments, and accounts payable/receivable workflows with document processing transform collaboration into a digital experience.

Payroll

Outsource payroll services.

Let your clients manage employee data, track time, handle absences, and submit expenses. You'll take over payroll processing at the end of each month, ensuring error-free HR administration.

Accounting

The supercharger for your clients.

It's never been easier for your clients to manage their accounting with you by their side.

Workflow

Organize Mandates and Tasks.

Organize tasks, deadlines, and projects with Kanban boards. With recurring tasks and engagements, you can put your firm on autopilot.

Billing

Track and Bill Services.

Let your team track work hours and expenses from any device. Services can be continuously invoiced for engagements or billed against hourly budgets.

Service

Serve Clients at a New Level.

Provide your team with a platform that enables 360-degree collaboration with your clients. Your employees will have contacts, engagements, tasks, documents, services, and even accounting at their fingertips on their smartphones.

More features

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Automation

With automations, you can, for example, import client bank statements and automatically post them. Automate routine tasks to free up more time for value-adding activities.

Document Management (DMS)

Store, manage, and share documents where they belong – with your clients and engagements. Connect your documents with your business platform and unlock the full potential of your data through Artificial Intelligence (AI). Provide templates in your corporate design for employment contracts, checklists, letters, agreements, and much more.

Accounts Receivable and Payable Workflow

Store an email address for receiving accounts payable invoices for each client. Similar to accounts receivable invoices, you can request approval from your clients. Once approved, invoices can be processed automatically.

Subscriptions and Flat Fees

Unleash your business's full potential with subscriptions. Automate monthly or annual billing. Create new subscriptions effortlessly and accurately in just a few steps using templates. Collaborate with your clients using monthly or annual budgets. These budgets can consist of recurring hours or fixed amounts. Exxas makes it simple to manage and bill rolling budgets and hour credits.

Outlook Add-in

Integrate your most popular tool for organizing your work. Link emails to contacts and engagements, synchronize contacts with Outlook, create new tasks directly from Outlook, and save email attachments to Exxas with just a few clicks.

Analyze Billable Services

Every unbilled service is lost time. Analyze performance and revenue per employee and engagement.

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Trust service
69.-
per concurrent user*
and month

Everything you need for your trust firm on one platform. Plus, the ability to support thousands of users with their accounting and profit as an Exxas partner.,Get to know the entire platform. Start with Exxas for free now or request a demo.

Try it now

Frequently asked questions.

What's Included in the Subscription for Trust Service Providers?

The listed subscription corresponds to the "Service" package functionality. This package provides the full functional scope of the platform for trust service providers. You can create an unlimited number of users. For each subscription, one additional user can be logged into Exxas simultaneously. For example, with two (2) subscriptions to the Exxas Service Cloud, you can have 15 users, but only two of these users can work with Exxas simultaneously. For a detailed comparison of features, please refer to the "Prices" section.

Prices

Why does Exxas license per concurrent user?

This model has significant advantages for our customers compared to the frequently used model where each user must be licensed. With the concurrent user model, you don't have to worry about whether the license is worthwhile for an employee. If team members do not need Exxas frequently or work part-time, their use does not incur high costs. As companies do not have to use shared user accounts with this model, each activity is assigned to a unique user. The invoice in Exxas was therefore created by "Thomas Muster" and not by the "Finance department".

What is the easiest way to switch to Exxas?

You decide whether you want to set up Exxas yourself or introduce it under the guidance of our project managers and experts. We offer simple implementation support, service packages and comprehensive full-service projects. If you are already using business software, you can easily transfer customer, contact and product data. However, you can also decide to carry out a complete migration of your data together with our experts.

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What are the advantages of Exxas over others?

Exxas is a very comprehensive operating system for your company and covers sales, marketing, service, projects, trade, human resources and finance on a holistic platform. Technologically leading and yet easy to manage for small and medium-sized companies. With Exxas, you always have your entire business with you on your smartphone. This makes Exxas a unique web-based cloud platform in Europe.