Workplace & meetings

Internet & network

+31 10 767 0477

Branche · Zakelijke dienstverlening, finance & groothandel

ICT for offices and trading businesses that can't afford a day's downtime

Advisers, accountants, financial service providers and wholesalers work with sensitive data, fixed deadlines and clients who expect an immediate answer. We make sure your organisation stays reachable at the busiest moments and that data stays safe, years back.

Book a consultation What we arrange

Kantoortorens in Rotterdam

What's at play in this sector

RetentionSeven years for the accounts, ten years for real estate.

WwftClient due diligence is kept for five years after the relationship ends.

Invoice fraudFake payment requests and changed account numbers remain a major risk.

01 / 05

A busy working day

From the first client question to the last order: this is how your organisation stays reachable and secure.

08:30

The phone is ringing off the hook.

Queues and callback requests, plus AI customer contact that answers standard questions about deadlines, orders and deliveries.

AI customer contact →

10:00

A client sends documents containing a citizen service number or contract details.

Exchange via a secure link or encrypted email, instead of a loose attachment.

Secure communication →

12:30

A ‘supplier’ reports a new bank account number.

Email filtering, two-factor authentication and a fixed callback procedure stop the payment.

ICT security →

15:00

A file or order from years ago is needed.

Daily backups, stored separately from your own network and tested periodically.

Backup & recovery →

19:00

Carrying on working at home or on the road.

On a managed laptop with the same security as at the office.

Business workplaces →

02 / 05

What the rules require

The retention periods and obligations that apply in this sector, and what they ask of your ICT.

Belastingdienst · bewaarplicht

Being able to look back seven years

In the Netherlands, tax records are kept for seven years and real estate records for ten. That calls for backups that stay readable for that entire time.

Wwft

Recording client due diligence

Accountants, tax advisers, notaries and financial institutions, among others, are subject to the Dutch anti-money laundering act (Wwft). Client due diligence data is kept for five years after the relationship ends.

Beroepsgeheim · AVG

Confidential stays confidential

Lawyers and notaries have a duty of confidentiality, and the GDPR requires appropriate security of personal data. Personal accounts, two-factor authentication and encrypted sending are part of that.

Goede praktijk · fraude

Always verify payment requests

A fixed callback procedure for every payment request or changed account number is the best defence. We take care of the technical side: filtering and two-factor authentication.

03 / 05

Throughout the year

For advisers and accountants, the Dutch tax return season runs from 1 March to 1 May. In wholesale, the peak is often in the autumn, in the run-up to the holidays.

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

Aangifteseizoen

Najaarsdrukte in de groothandel

04 / 05

What we arrange for you

The services that make the biggest difference in this sector. Everything from one partner, with a dedicated contact.

Business telephony

Queues and callback requests for the busy weeks.→02

AI customer contact

Standard questions about orders and deadlines answered automatically.→03

Secure communication

Send and receive confidential documents encrypted.→04

Backup & recovery

Years of records safe and easy to find.→05

Protection against phishing, CEO fraud and invoice fraud.→

05 / 05

Questions from practice

What organisations in this sector ask us most often.

How long do we need to keep client files and records?

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Seven years for tax purposes, ten years for real estate. Data from Wwft client due diligence is kept for five years after the relationship ends. A properly set up backup keeps everything retrievable.

Can we just email confidential documents?

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Preferably via a secure link or encrypted email, from your own mailbox. A regular attachment stays unprotected in mailboxes.

How do we prevent CEO fraud and invoice fraud?

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With two-factor authentication, email filtering and a fixed callback procedure for every payment request or changed account number. We handle the technology; we agree the procedure together.

Does our organisation fall under the Cybersecurity Act (NIS2)?

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That depends on the sector and size. Banks and larger food wholesalers may fall under it directly. Clients who do fall under it can also impose requirements on your security as a customer.

06Get started

Curious where you stand?

In half an hour we go through how clients contact you and submit documents now, who can access which data and what happens when it gets busy. You'll get an honest picture, including of what's already well arranged.

Book a consultation

Adviseurs van IPCloud op klantbezoek