Email archivingfor tax advisorsand law firms.
Client communication and documents are subject to strict retention obligations. Conbool Archive stores every business email audit-proof under § 147 AO, preserves client confidentiality and runs in EU data centers – as a cloud or fully on-premises.
Email archiving for tax advisors and law firms
Audit-proof archiving of client communication to the requirements of tax advisory.
Why firms must archive.
What matters in the firm
Three points that count especially for tax advisors and lawyers.
Audit readiness under § 147 AO
Every client email and document stored immutably, with an automatic period and end-to-end proof for the tax audit.
Client confidentiality
Encrypted client communication stays protected. Access is controlled, with dual control for sensitive releases and an activatable access log.
German vendor
EU data centers, a German contracting party and a data location named in the DPA – a must for firms with high confidentiality requirements.
Everything firm archiving needs
From capture to the tax audit.
Complete capture
Inbound and outbound as well as internal client communication, directly in the mail flow or via journaling from Microsoft 365.
Automatic periods
Retention classes under commercial and tax law, rule-based per mailbox or department, with logged deletion after expiry.
Audit-proof (WORM)
Immutable storage, in the compliance tier with object lock, secured by an externally anchored hash chain.
Fast research
Full-text search over subject, content and attachments – including encrypted client mail the gateway decrypts.
Controlled release
eDiscovery with cases, holds and dual control – for requests from clients, courts or the tax audit.
Adopt legacy data
Ingest existing archives from PST, MBOX and EML server-side, integrity proof via SHA-256.
Why Conbool for firms
Four reasons that tip the balance for tax advisory.
EU sovereignty, not a US group
A German contracting party and EU data centers. With high confidentiality, a real difference from vendors with a US or Canadian parent.
Encrypted mail searchable
Gateway-decrypted S/MIME and PGP client mail is additionally archived in searchable cleartext – the original stays encrypted in the mailbox.
Internal mail complete
Internal team coordination is captured via journaling too, not just client traffic.
Cloud or on-premises
The same solution in the EU cloud or in-house – the firm decides, without changing the architecture.
Ready in three steps
1. Connect
Connect Microsoft 365 via a journal rule or the gateway. Capture starts without interfering with delivery.
2. Set periods
Define a default period and rules under commercial and tax law. New client mail automatically gets the right class.
3. Adopt legacy data
Import existing archives, verify completeness, replace the old solution.
FAQ
Must tax advisors archive emails?
How long do the periods apply?
Is client confidentiality preserved?
Does it work with DATEV processes?
Cloud or own server?
How fast is rollout?
Firm archiving that passes the audit.
Conbool Archive: audit-proof under § 147 AO, EU hosting, client confidentiality preserved. Shown in your firm in 30 minutes.