Home/For accountants/MyMinFin automation
MyMinFin documents that download themselves.
Doxxi retrieves tax assessments, tax forms and certificates from MyMinFin automatically and files them in the right client file. No more manual downloads, for any client.
Illustrative example
In short
Doxxi connects securely to MyMinFin through your existing mandates, downloads new documents for your whole client base in batch, recognises the document type and files each one with the right metadata in the right client file.
The problem
Manual downloading does not scale
Logging in to MyMinFin for every client, fetching documents, renaming them and dragging them into the right folder. Multiply that by your whole client base and it costs your team days every period.
- Logging in and downloading, client by client
- Renaming and moving documents by hand
- Forgotten downloads and duplicate files
- No view of what is already in and what is still missing
0 clicks
That is how many manual actions per client your team has left once the MyMinFin automation runs.
From MyMinFin to the right file, automatically
Connect securely
Doxxi connects securely to MyMinFin through your mandates.
Retrieve automatically
New documents are retrieved periodically and in batch for all your clients.
Classify smartly
Every document automatically gets the right type and metadata.
File in the client file
Everything lands in the correct client file in Doxxi, instantly findable.
See it in action
Illustrative example. Product video coming soon.
All MyMinFin documents, filed per client
Doxxi recognises the document types and places them in the right file with the right metadata. You no longer sort anything.
Questions
How does the MyMinFin connection work?
Doxxi connects securely through your existing mandates and periodically retrieves new documents for your entire client base. You set it up once.
Is it secure and GDPR-compliant?
Yes. The connection is encrypted, access is controlled per file and every action is in the audit trail. Retention rules apply automatically per document type.
Does it work for all my clients at once?
Yes. Downloads run in batch for your whole portfolio. You no longer log in client by client.
Where do the documents end up?
Automatically in the right client file in Doxxi, with the correct document type and metadata, instantly findable through full-text search.
Other Doxxi features for accountants
Digital signatures via Penneo
Engagement letters signed with itsme or eID, filed automatically.
Read moreAML compliance and audit trail
Risk score per client, review dates and proof for every check.
Read moreStop downloading by hand
Book a 30-minute demo. We show Doxxi based on your own document flows.