For your clients.
At the service of your firm / practice.
Proxy Papers takes care of the documents your clients never find the time to send you — slowing down your work and reducing your advisory time. We adapt to your professional framework.
Too much waiting to obtain the requested documents, and to deliver your work and advice on time.
You see it on every file: a significant share of time goes into collecting missing documents, chasing deadlines and coordinating with the other advisors. Your clients know it. So do you.
What Proxy Papers brings you
An optimised engagement Restored margins
Your clients' use of Proxy Papers saves you time on document collection and exchanges, reduces induced costs (follow-ups, schedule changes…) and boosts profitability through increased advisory time.
Better-prepared files
The Proxy Papers service guarantees you a stronger presence and effectiveness with your clients, client files that are permanently up to date, and additional listening and availability time.
Continuity beyond your engagement
With Proxy Papers, your clients benefit from an innovative solution tailored to their needs, allowing you to build their loyalty over the long term.
A compliant framework
The Proxy Papers service provides sovereign hosting that complies with current regulations (GDPR, AI Act) and with security and confidentiality standards, with support from trusted, experienced people.
Our professional partners.
- Notaries
- Accountants
- Tax & wealth attorneys
- Wealth managers
- Family offices
- Private banks
- Insurers & brokers
- Business transmission firms
Let's have a coffee, or a call.
Request a conversation
Let's talk! We adapt to your client typology and build a relationship that makes sense for everyone.