Accounting
Tax Client Onboarding
Client onboarding for tax advisers and fiduciaries — tax residency, income sources, engagement scope and prior adviser information, fully encrypted.
Registration14 questions
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Templates
Accounting templates
3 ready-to-use templates in this category, each in German, French, Italian and English. Preview one, use it, then change any question before you publish.
Industry page:Fiduciaries & law firms
3 templates
The first questions of the template on the public form The first questions of the template on the public form AccountingAnnual Tax Return Intake
Collect all client data needed for a Swiss annual tax return preparation, covering key deductions and life changes.
Intake15 questionsThe first questions of the template on the public form AccountingCompany Formation Intake
Collect all data needed for Swiss company formation (GmbH, AG, or sole trader) including founders, capital, and purpose.
Registration14 questions
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