Client area
Your firm, always in your pocket
A secure portal with your documents, deadlines and your business’s performance in real time. Snap an invoice on your phone - we record it.
- Documents at your fingertips Statements, payslips and returns stored and downloadable in one click.
- Real-time numbers A dashboard with revenue, costs and cash always up to date.
- Secure & compliant Protected access, Swiss-hosted data, nFADP compliance.
- Everything in one message Message your contact from the portal and get deadline reminders.
Revenue (YTD) CHF 482’500 +12.4%
Result CHF 163’600 +31.0%
VAT due CHF 14’280 due 30.04
Cash on hand CHF 96’200 +8.7%
Monthly performance
Recent documents
Upcoming deadlines
Message your contact
Laura Conti · Certified tax expertUpload a document
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The file stays on your device: we only read its name, type and size.
Want a portal like this for your business?
We set it up during onboarding - included in your mandate.