Simba Berater App

When Simba app is an app that will support tax advisors in their consultancy work. Following the Simba client monitor, with the Simba users all data and information of their clients can display the consultants app serves as a mobile display option important client data. The app allows many different fetch and display options of master and transaction data and supports consequently tax adviser, for example, in client meetings at which these reports and information may indicate flexibly and in real time on their smartphone or tablet. From the app calls can be made, sent e-mails or the navigation will be launched to address the client.

Functions

• Mobile access to selected clients in real time
• Tabular and graphical processing of client data, both master and transaction data
• Direct contact with the client and navigation to the stored address.

Conditions

• Simba software i.d.R. installed centrally in the tax office. Here the data is held, accessed using mobile devices.
• Access to Simba Portal Server, which comprises the administration interface for the firm with which the users and their mobile devices can be managed.

Security

The Simba app has a sophisticated four-stage safety concept:
1. Only centrally approved by the Registry data are available:
Those data should be made available for retrieval via smart phone will be released from the central office of. A so-called push ensures that the updated data is first transmitted to the portal server and from there to your phone so that it always has real-time data.
2. smartphones access never directly to the central office server:
The interposition of an external portal server is no direct access to the central server Simba in the Registry, which is an essential safety feature. Data can be retrieved only if they have been released on the intervening Portal Server. If data will no longer be accessible on a mobile device or those no longer needed, the deletion is performed centrally at the law firm, the information is passed again pushed to the portal server. Access to this data is as of this date in any way possible.
3. The transfer of data from the central server to the Simba portal server and from there to the smartphone by means of AES encryption, which is also used in online banking by default. They also include a secure SSL certificate on the portal server set up.
4. smartphones on which data is to be retrieved must first be released from the central server Simba the firm. From there, the authorized devices can be controlled accordingly, so that, for example, in case of loss of a smartphone the affected device can also disable fast.
There is an automatic logout after inactivity operation or after switching to other apps, so that unauthorized access is secured in this way. If data are retrieved and stored so that they are available offline (in the case of poor network coverage), then these individual data is stored encrypted with an app-pin.


Additional Information

For detailed instructions about the features of the app is available for customers in the Customer Simba available. By using the Simba app you agree to the Terms, which may be found on the Info button in the app and Simba portal.