Available only in Switzerland
Schweizerform is currently available exclusively for users in Switzerland. Account creation from your region is restricted.Client intake, tax-return documents, conflict checks, company formations — collected online, encrypted in your client's browser, stored encrypted in Switzerland. Your office reads them. Nobody else can, and neither can we.
Built for
The daily reality
Four problems every Swiss office knows — and what replaces each one.
Documents that trickle in
Salary certificates in March, the Pillar 3a statement in April, the mortgage interest never. Someone chases each client by phone.
One form lists what you need, with an upload field for each document.
Tax documents by plain email
Clients email bank statements, IDs and passports because it is the channel they know — unencrypted, and forwarded inside the office.
One link replaces the email; files are encrypted before they leave the client's device.
Form tools hosted abroad
Quick to set up, but client finances and case details may be stored on servers outside Switzerland.
Hosted in Switzerland, no trackers on your forms, and a provider that cannot read the answers.
Details scattered everywhere
A conflict check noted in an email, engagement details agreed by phone, documents in three inboxes.
Structured answers in one place, with the date received, exportable as a PDF for your file.
Client forms
Each one starts from a template in German, French, Italian or English — adapt it to your mandates and publish the same afternoon.
Matter, parties, timeline and documents — in the client's own words, before the first meeting.
Client type, adverse parties, billing arrangement, the outcome — confirmed with a signature.
Life changes, Pillar 3a, donations, home office — sent each January, with your deadline built into the form's schedule.
Salary certificates, statements, passports, register extracts — encrypted before upload.
Legal form, capital, registered office, purpose and signatory powers, collected in one form.
Estate planning, advance directives, divorce — the most private files, with the same encryption as everything else.
6 legal and 3 accounting templates, each in all four languages. Duplicate one, adjust it to your mandates, publish.
Client intake for law firms — matter details, parties, background and conflict-check information, fully encrypted.
Collect all client data needed for a Swiss annual tax return preparation, covering key deductions and life changes.
Register new client engagements and complete conflict-of-interest checks — structured and encrypted.
Collect all data needed for Swiss company formation (GmbH, AG, or sole trader) including founders, capital, and purpose.
In practice
Send the link
By email or with the engagement letter — or as a personalised link per client. The form carries your office name and logo.
The client answers at home
On their phone or laptop, in their language, uploading documents as they find them.
Your office opens the vault
Responses decrypt in your browser with the Vault key. Tag them by mandate or by partner.
Into the client file
Export one response as PDF, or a set as Excel or ZIP with every uploaded document — built in your browser.
Confidentiality, handled
Your clients share financial, personal and case details with you. With Schweizerform, their answers and documents are encrypted in their browser and only your office can open them. Our data processing agreement also includes a professional-secrecy clause (Art. 321 SCC).
Files only your office can open. Encrypted in the client's browser, decrypted in yours with the Vault key. We store ciphertext — including file names.
Private links per client. Personalised links prefill the client's name and expire after 7, 30 or 90 days; their labels are encrypted too.
Your file, your decision. Export a response as a PDF for the client file, or delete it — its encrypted files are deleted with it.
This page describes our product, not your legal obligations — please assess those with your own advisers. A drawn signature is not a qualified electronic signature, and we do not verify identities.
Pricing
Priced per account, not per client or per partner. Choose by who needs to read the responses.
Pro
RecommendedCHF 29/ month
When one person reads the responses.
Start with ProBusiness
CHF 69/ month
When partners and assistants read the same files.
Start with BusinessEvery plan is end-to-end encrypted and hosted in Switzerland. Cancel any time.
FAQ
Read more
Free plan, no credit card, encrypted from the first client.
3 forms free · Pro from CHF 29 / month · Cancel any time
