Periodic tasks
Stays on record.
Star category
Tax and accounting: for law and fiduciary offices
For tax and accounting-focused offices, periodic work, document requests and billing run in order. Fixed monthly services are billed automatically.
- German, French, Italian and English
- CHF, VAT and tourist tax
- Data protection under revFADP
The rhythm of recurring work
Recurring work such as VAT, payroll and year-end is put into the calendar for each client with an owner and date. Fixed-fee services turn into a draft bill each period automatically.
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, VAT and payroll rules change constantly; their accuracy is the responsibility of the specialist and the relevant software.
Frequently asked questions
Does this replace accounting software?
No; it manages workflow, documents and billing and works alongside accounting software.
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