Frequently asked questions
Everything firms ask us before they start, in one place.
Getting started
How do I get started?
Create an account, pick a starter template for tax returns, client onboarding, or KYC, and send your first request in a few minutes.
Which languages are supported?
English and German. The dashboard, the client portal, and every email are available in both, and each client receives emails in their own language.
What happens when a client uploads the wrong document?
You request changes on that item with a short reason. Your client sees exactly what needs another look and fixes just that, nothing else has to be resent.
Your clients
Do my clients need an account or an app?
No. Clients open a secure link. By default they confirm their email address with a one-time code, and there is no password or app to set up.
Which files can clients upload?
Any file type your firm allows for a question, up to 50 files per question and 100 MB per file. Every file is scanned for viruses.
Do my clients pay anything or count as team members?
No. Clients never need an account and never count as team members. Team members are the people at your firm who create and review requests.
Security and privacy
Where is our data stored?
In the EU, in Frankfurt, Germany. Answers and documents are stored encrypted with a key unique to your firm, on top of AES-256 encryption in transit and at rest.
Is Actament end-to-end encrypted?
No. All data is encrypted in transit and at rest, and answers and documents are also encrypted with your firm’s own key. Our servers can decrypt them, which they need to scan files for viruses and to show them to you.
Who can see our firm’s data?
Only your firm. Within your firm, each person’s role decides what they can do, and your clients only see the requests you share with them.
Can we sign a data processing agreement (AVV)?
Yes. Our data processing agreement under Article 28 GDPR is being finalized and will be published on our security page.
Pricing and plans
Is the free plan really free?
Yes. No credit card required. Upgrade when you need more active requests, more storage, or your own branding.
What counts as an active request?
A request is active from the moment you send it until it’s completed. Drafts, templates, and completed requests don’t count, so you can keep your full history on any plan.
Can I change or cancel my plan?
Yes. There are no contracts. Upgrade, downgrade, or cancel any time from your settings, for example after the busy tax season.
Your question isn’t here? Write to us at hello@actament.com.