Encrypted transfer
Fewer errors.
Hotel feature
Secure messaging: for law and fiduciary offices
Sensitive documents are shared through a time-limited link and downloads are logged. Messages are transferred encrypted and attached to the file.
- German, French, Italian and English
- CHF, VAT and tourist tax
- Data protection under revFADP
Sending documents securely
The sender picks the document and period; the recipient opens it by link and access closes when the period ends. Who opened what and when is logged and the exchange stays in the file.
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
Encryption improves security but does not replace legal confidentiality duties; communication rules are set by the practice.
Frequently asked questions
Can the link period be set?
Yes; period and number of downloads can be limited for each share.
Related topics
Client portal
The client logs into the portal, sees her file’s status, uploads documents and downloads bills.
Learn moreMandates and documents
Mandates and documents are prepared from templates, attachments tied to the file and the signature process tracked.
Learn moreRoles and permissions
Who sees and changes which file and client records is set by roles.
Learn more