Document collection
Clear and fast.
Property type
Fiduciary and Treuhand: for law and fiduciary offices
For fiduciary and trust offices: client file, document collection and billing in one place. Clients upload their documents through the portal.
- German, French, Italian and English
- CHF, VAT and tourist tax
- Data protection under revFADP
Without chasing documents
The requested documents go to the client as a list; missing items are reminded automatically and uploaded documents land in the right file. For period end, tasks, deadlines and bills are held in the same record.
Your benefits
How we work
- 1
Clarify requirements
By e-mail we discuss your property, your workflows and your goals and agree on the scope.
- 2
Build and connect
We build the solution to fit your hotel and connect it to your existing systems.
- 3
Test and launch
We test with real workflows, train your team and only go live when everything is right.
Swiss specifics
Accounting and audit standards belong to the firm and its specialists; the system organises workflow and documents.
Frequently asked questions
Does our accounting program stay?
Yes; the system works alongside it and passes data across.
Related topics
Accounting export
Billing and payment records can be exported to your accounting program.
Learn moreBilling and QR-bill
Recorded hours and disbursements become a bill draft; it is checked and sent as a QR-bill.
Learn moreClient portal
The client logs into the portal, sees her file’s status, uploads documents and downloads bills.
Learn more