Filing deadlines
In one record.
Property type
Tax and audit advisory: for law and fiduciary offices
For tax and audit firms: filing deadlines, document requests and client status are tracked. Workload is visible in peak periods.
- German, French, Italian and English
- CHF, VAT and tourist tax
- Data protection under revFADP
Handling the season rush
For each client, filing type, deadline and responsible person are recorded; files with missing documents are listed separately. The manager sees how many files each employee is busy with and redistributes work.
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
Tax rules and deadlines vary by canton and year; the specialist enters the dates and the system tracks them.
Frequently asked questions
Can deadlines be entered in bulk?
Yes; the same deadline can be assigned in bulk to a client list.
Related topics
Deadlines and reminders
Every deadline is assigned to a person and a deputy; warnings go out as it nears and when it is overdue.
Learn moreClient portal
The client logs into the portal, sees her file’s status, uploads documents and downloads bills.
Learn moreFigures and reports
Billable hours, collections and open deadlines appear on one screen.
Learn more