Lookeen for Tax Advisors
Receipts, assessments, reports and the correspondence around them – for every client, every year. Lookeen searches emails, attachments, spreadsheets and scanned PDFs together, so the answer to a client's question doesn't get lost in the folder tree.
Typical challenges
Many clients, many years
Documents for a tax year sit in mailboxes, client folders and archives.
Paper and scans
Receipts and assessments often arrive as scans or photos – with no searchable text.
Sensitive financial data
Your clients' tax and financial data demands particular care from every piece of software.
How Lookeen helps
Filter by client, year and type
Combine search terms with filters for date, sender, file type and location. Exact phrases in quotes reliably find tax IDs and names.
Scanned receipts become searchable
OCR makes text in scanned PDFs, TIFFs and images searchable without changing the originals. English and German are included, more languages can be added.
Email history with attachments
Lookeen searches Outlook, Exchange and PST archives including attachments – even when Outlook is closed.
Excel and PDF in the preview
Reports, spreadsheets and assessments open right in the preview, with your search terms highlighted.
Mark what's done
Tags such as "Done" or "Follow-up" organize emails and documents. #Done brings back everything you've marked.
Client folders on the server
Lookeen searches network drives and file servers. With Lookeen Server the whole team shares one index – and each person only sees folders they're permitted to.
Confidentiality & control
- No DPA needed for search: Because content never leaves your network, Lookeen GmbH does not process data on your behalf for it. Data protection & GDPR
- Your data stays with you: Lookeen Server runs on-premises, and the index lives on your own drives. Lookeen GmbH has no access to indexed content.
- Existing rights still apply: Results are filtered by the permissions in Active Directory, the file system and Exchange.
- AI with local models: Lookeen AI works with language models in your own infrastructure – documents never leave your network. AI is off by default and only enabled when an administrator chooses to; customer data is never used for training. Learn more
- Local text recognition: With Lookeen Server, OCR can run with a local provider, so scans never leave the network.
The right fit
Lookeen Desktop
For individual advisors and small firms: quick to install, searches your mailbox, PST archives and network drives.
Lookeen Server
For firms with several staff: one central index for Exchange, Microsoft 365 and file shares, with Active Directory sign-in.