Contacts / Projects
Upload all your clients’ documents in each contact/project, sort and organize them into folders.
Upload all your clients’ documents in each contact/project, sort and organize them into folders.
Preview the actual document without having to download it, along with its metadata and user activities.
Upload documents you create or receive via email directly to a contact / project using Altis Office Addin.
Manage your daily practice efficiently and never miss a deadline using a personalized dashboard for each member of the firm but also through comprehensive reporting regarding tasks that expire soon.
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Manage your end-to-end corporate, compliance and entity management processes and generate important reports.
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Reduce the risk of Money Laundering and financial fraud, avoid administrative fines and stay compliant with ICPAC’s /CySEC’s guidelines.
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Working with units or time, different rates per client or group of companies or even with fixed cost clients, with Altis you can manage every aspect of your time spent per project or service.
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Check whether your clients are included in PEP's, Sanctions and other international lists to identify potential risks during the onboarding process.
Read More€19
Per user/month
Learn MoreEverything in Basic:
€29
Per user/month
Learn MoreAll features of Basic plus:
€49
Per user/month
Learn MoreAll Features for Standard plus:
Altis is offered as a service and is used online through the cloud, so there is no installation needed. Altis fees are monthly based on the number of users and modules chosen, with the starting price of 19 Euros + V.A.T.