For Swiss Treuhänder · Engineered in Zurich
Stop chasing clients.
Stop typing.
Start filing.
From messy client inbox to filed tax return. Fiduex handles the chasing, reading, and sorting - you handle the advising.
Data never leaves Switzerland · revDSG / Swiss FADP compliant.
Checklist
3 / 5 received- Lohnausweisreceived
- Säule 3a · UBSreceived
- Krankenkasse · CSSreceived
- Wertschriften · IBKRprocessing
- Zinsausweis · ZKBmissing
The spring bottleneck
Every return runs the same five stations.
Boutique fiduciaries burn their spring on the same repetitive line — chase, receive, sort, re-type, reconcile. The work is identical across dossiers, and almost none of it is advisory.
- 01Chase
Weeks of polite emails, voicemails, and reminders asking for the same Lohnausweise, 3a certificates, and broker statements.
- 02Receive
Files trickle in by email, WhatsApp, paper, and the occasional photo of a laptop screen.
- 03Sort
Someone renames, folders, and matches every document to the right client, year, and category.
- 04Re-type
Foreign broker PDFs get re-keyed into the tax software, line by line, dividend by dividend.
- 05Reconcile
Numbers don't tie. Open the original. Find the typo. Repeat until April.
The pipeline
Three blocks. One closed loop.
Fiduex is a flat, opinionated workflow — not another portal your clients have to learn. Upload a roster, and the factory line runs itself.
01 · Ingestion
Roster in, magic link out.
You drop a CSV or Excel of clients. We nudge them through white‑labeled WhatsApp or emails. Your clients respond with the files. No password, no app, no account.
- Checklists for all 26 cantons generated automatically
- Day 0 → Day 7 → Day 14 cadence, fully editable
- Magic link works on every phone — no app needed
02 · Classification
Files sort themselves. The checklist updates itself.
Every file is parsed and categorised against the Swiss tax taxonomy automatically. The checklist flips green as documents arrive.
- Lohnausweis · Säule 3a · Zinsausweis · Krankenkasse · Wertschriften
- Reminders rewrite themselves when items are still missing
- We email you when every document is in
03 · Export
Side‑by‑side review, one‑click E‑Dossier.
Review extracted values next to the original page. Export all data directly to Dr. Tax, AbaWeb, NestTax or Klara — no manual typing. Or push straight into your tax software.
- 01_Einkommen · 02_Abzüge · 03_Vermögen folder layout
- [Canton][ClientID][Year]_[Category].pdf naming
- Validates against the official ESTV eSteuerauszug schema
Standard communication runs over Swiss-hosted secure email. WhatsApp is a strict client-side opt-in.
Never type a broker statement again
Foreign broker PDFs → tax-ready securities register.
Interactive Brokers, Revolut, eToro, DeGiro. We extract every dividend, buy, sell and withholding, normalise ISINs, and enrich each position against the official ESTV ICTAX database.
- ✓Steuerwert per 31.12 pulled in CHF from ICTAX
- ✓Dividends converted at official daily ESTV rates
- ✓ISIN/ticker normalisation across naming conventions
- ✓Export ready for Dr. Tax, AbaWeb, NestTax and Klara
Broker PDF
Securities register · CHF
+ 9 more positions · ICTAX matched
Beyond the salary certificate
Property, Eigenmietwert and mortgage interest — already mapped.
After securities, real estate is the second biggest time‑sink in a Swiss dossier. A Lohnausweis demo only shows the easiest case. We handle the rest.
Eigenmietwert per canton
Cantonal rules and rates applied automatically — ZH, BE, VD, GE and the other 22 — including reduced rates for under‑use.
Hypothekarzinsausweis parsed
UBS, ZKB, Raiffeisen, Migros Bank, PostFinance and cantonal banks: interest, amortisation and balance pulled into Schuldenverzeichnis.
Unterhaltskosten, pauschal vs. effektiv
We compute both options per object and flag the better choice. Invoices are sorted into werterhaltend vs. wertvermehrend.
Liegenschaftsverzeichnis ready
Steuerwert, Lage, Nutzung and foreign property with Satzbestimmung — exported straight into Dr. Tax, AbaWeb, NestTax and Klara.
Review screen
Trust, but verify — in a single pane.
The advisor's review screen places the original document on one side and structured editable fields on the other. Click a number to jump to its coordinates on the page.
Original document
Extracted, structured, editable
Swiss‑hosted by design
Built for the revised FADP. Hosted in Zurich.
Compliance is not a feature flag. Every byte — application, database, object storage, AI inference — stays inside our Zurich region.
Swiss‑only infrastructure
Servers, queues, caches, processing gateways and AI inference all run in Switzerland. No data leaves the country, ever.
revDSG / Swiss FADP aligned
DPA (AVV), sub‑processor list and DPIA (DSFA) template available before signature. Auditable access logs by default.
90‑day wipe
Client files are transient. Files are auto‑deleted 90 days after a dossier is marked Completed, unless archival is enabled.
Three languages
Advisor UI, client portal and notifications ship in Swiss High German, French and English.
Pricing
Pay per plan. Bill per dossier.
Built for boutique fiduciaries processing 100–1'500 personal returns a year. No per‑seat tax. No setup fees.
Free trial — up to 5 tax returns per year, no card required.
All prices exclude VAT (8.1%).
Starter
Solo practitioners, part‑time fiduciaries, small boutique firms.
Billed annually at CHF 1'180 / year
White‑labeled chasing engine and multi‑tool export (Dr. Tax, AbaWeb, NestTax, Klara) — everything you need to close a solo season.
- Dossier limit
- Up to 100 tax returns / year
- Overage
- CHF 14 / return
- ✓White‑labeled email chasing engine
- ✓Client magic‑link upload portal
- ✓Automated document tracking dashboard
- ✓Structured ZIP / E‑Dossier export for Dr. Tax, AbaWeb, NestTax and Klara
Growth
Mid‑sized fiduciary offices (3–7 employees).
Billed annually at CHF 3'580 / year
Add WhatsApp chasing, AI extraction, and direct export to your tax software.
- Dossier limit
- Up to 500 tax returns / year
- Overage
- CHF 9 / return
- ✓Everything in Starter
- ✓Automated WhatsApp chasing integration
- ✓Bulk client list upload
- ✓200 included WhatsApp messages
Scale
Established regional mid‑market firms (8–20 employees).
Billed annually at CHF 8'380 / year
Full white‑label across WhatsApp, email and portal — plus priority support.
- Dossier limit
- Up to 1'500 tax returns / year
- Overage
- CHF 7 / return
- ✓Everything in Growth
- ✓White‑labeled WhatsApp profile
- ✓Custom email domain
- ✓Custom upload portal domain / subdomain
- ✓Priority support
- ✓500 included WhatsApp messages
Usage‑based add‑ons
Pay only for what you use. Available on every plan.
Premium broker converter
Drop in any IBKR, Revolut or eToro statement — get back a tax‑ready file for any software.
Extra WhatsApp messages
Growth includes 200 messages, Scale includes 500. Anything beyond is metered per message.
Close the loop on tax season.
20 minutes. Real screens, real broker PDFs. We'll show you exactly how many hours you'd buy back.