Mandate Management

Mandate management shows you the status of work per case or recorded service type with just one click. Assign emails and documents to the appropriate cases and set deadlines. You can also map the special monitoring of risk mandates with Vertec. You can show your open and pending deadlines in an overview and thus always keep an overview.

✓ Adaptable to your processes
✓ Avoid errors with checklists
✓ Use partial mandates for salary, VAT etc.
✓ Documentation of work in log files

All important case information at a glance

Case management in Vertec gives you an overview of all mandate-relevant information such as partial mandates, counter parties, memos or legal documents.

Management of fiduciary mandates

The increasing legal requirements also place increased demands towards the management of fiduciary mandates. Mandate management in Vertec can be adapted to your specific needs. Use a variety of options to structure and manage your audit, tax and accounting appointments.

Mandate Management explained in our video

1:48 Min

Further details on mandate management can be found in the blog article Modern Mandate Management.