Fiduciary dashboard
Overview of all mandates: pending documents, VAT status, deadlines and progress for each client — in real time.
All mandates in one dashboard — no more chasing clients.
Multi-mandate dashboard, client mandate access, AI OCR, FTA VAT and integrated chat in a single platform. Clients upload documents, AI proposes journal entries — you approve and close quarters in a fraction of the time.
Free · 3 mandatesFree plan forever · Full: CHF 197/mandate/year · Cloud · zero server costs.
Multi-mandate · Client mandate · CollaboratorsCloud · Data in SwitzerlandCO · FTA VAT · nLPD · Audit log
All mandates in one dashboard — no more chasing clients.
Multi-mandate dashboard, client mandate access, AI OCR, FTA VAT and integrated chat in a single platform. Clients upload documents, AI proposes journal entries — you approve and close quarters in a fraction of the time.
Free · 3 mandatesFree plan forever · Full: CHF 197/mandate/year · Cloud · zero server costs.
Multi-mandate · Client mandate · CollaboratorsCloud · Data in SwitzerlandCO · FTA VAT · nLPD · Audit log
What's included
Everything included for your fiduciary firm
Start free with 3 mandates and scale with the Full plan — full software with no functional limits, no hidden costs.
Free · 3 mandates
Full: CHF 197/mandate/year
No server costs, no surcharge for users, mandates or compliance features.
Client mandate access
Operate on behalf of the client with one click. Journal entries, VAT, closings and reports in the client's mandate — tracked in the audit log.
OCR and AI
Clients scan, AI proposes balanced journal entries. You review and approve — saving hours of manual entry per mandate.
FTA VAT
All current rates, quarterly returns ready for submission and VAT balance updated for each mandate.
Chat and document requests
Integrated chat per mandate and public links to collect documents from clients — no email or WhatsApp.
Group consolidation
Consolidated closings and reports for holdings, subsidiaries and corporate groups of your clients.
Digital archive
Documents archived compliant with CO art. 957a with SHA-256 hash and 10+ year retention.
Data in Switzerland
Tier IV hosting in Zurich and Geneva. nLPD compliance, AES-256 encryption and IT/DE/FR/EN support.
5-minute setup · 3 mandates included · No credit card
Why Accountex for fiduciaries
7 good reasons for your fiduciary firm
Multi-mandate dashboard, not single-company software.
Accountex is built for managing dozens of clients at once: overview of all mandates, VAT status, pending documents and deadlines — on one screen, not across 5 different tools.
Clients upload, AI pre-processes before you open the file
Your clients photograph invoices and receipts via app or public link. OCR extracts the data, AI generates balanced journal entries. Everything is ready for your approval — no more evenings typing receipts on their behalf.
Client mandate access to operate on behalf of the client
Enter the client's mandate with one click and work in their accounting as if you were on site. Journal entries, VAT, closings and reports — all tracked in the audit log with immutable timestamps.
app.accountex.ch
Multi-client FTA VAT generated in bulk
Quarterly returns for each mandate in FTA-ready format. Select clients with upcoming deadlines, review, approve and submit — Q1 is no longer a three-day marathon.
Integrated chat for every mandate
No more emails lost in threads or attachments on WhatsApp. Questions, documents and updates with each client in one secure, traceable channel — clients stay informed, you save time on phone calls.
QR-fattura
F-2026-0142
Accountex SA · Lugano
Consulenza contabile Q1CHF 2'450.00
IVA 8.1%CHF 198.45
Scadenza 30.04.2026
CH93 0076 2011 6238 5295 7
CHF 2'648.45
IVA trimestrale
CHF 12.4k
Fatturato mensile
+14.2%
CO, nLPD compliance and complete audit trail
Document archive compliant with CO art. 957a (10+ years), Tier IV hosting in Switzerland, AES-256 encryption. Every team action is logged — ready for audits and tax inspections.
Group consolidation and unlimited collaborators
Manage holdings, subsidiaries and corporate groups with integrated consolidation. Invite collaborators to your firm with dedicated permissions — each sees assigned mandates and accesses the client's mandate.
KPI in tempo reale
Dashboard maggio 2026
Cash flow
CHF 84.2k
+8.3%
Margine
32.4%
Saldo IVA
CHF 12.4k
Andamento mensile
+14.2%
Open Banking
Riconciliazione automatica
UUBS Business
CHF 2'648.45
F-2026-0142 · 27.05.2026
CHF 890.00
F-2026-0138 · 24.05.2026
CHF 1'120.00
F-2026-0131 · 21.05.2026
3 movimenti abbinati oggi
0 da verificare
Mandate types
Sole proprietorship, LLC or corporation — one tool
Accountex adapts to every legal form of your clients — from freelancers to holdings with multiple subsidiaries.
Freelancer and micro-SME clients
Sole proprietorship
Simplified accounting, social security, FTA VAT and separation of personal/business accounts. Pre-configured SME chart of accounts — ideal for tradespeople, consultants and freelancers.
Structured SMEs
LLC (Sàrl/GmbH)
Multi-user with dedicated permissions: the client records expenses, you operate on behalf of the client for closings and VAT. Cost centres and auditor reports included.
Companies with complex structure
Corporation and groups
Cost centres, group consolidation, project reports and annual closings. When your portfolio grows, the software scales with you.
Transparent pricing
Choose the right plan for your fiduciary firm
Start free with 3 mandates included — full cloud software, no functional limits. Move to Full at CHF 197/mandate/year to scale beyond 3 mandates. No server costs.
Free
3 mandates, full software
CHF 0
Free forever
- Up to 3 mandates — full software, no limits
- Unlimited OCR document scans
- Unlimited storage
- Unlimited collaborators
- Swiss QR-invoices (ISO 20022)
- Swiss SME chart of accounts
- VAT FTA management (all rates)
- Quarterly VAT return
- Cost centers
- Multi-mandate fiduciary dashboard
- Group consolidation
3 mandates included. No functional limits in the software.
Recommended
Full
Scale beyond 3 mandates
CHF 197/ mandate / year
The more active mandates you have, the lower the price per mandate.
- Unlimited OCR document scans
- Unlimited storage
- Unlimited collaborators
- Swiss QR-invoices (ISO 20022)
- Swiss SME chart of accounts
- VAT FTA management (all rates)
- Quarterly VAT return
- Cost centers
- Multi-mandate fiduciary dashboard
- Group consolidation
CHF 197/mandate/year, annual billing. Automatic volume discounts.
Included in all plans:
Data hosted in Switzerland
AES-256 encryption
LPD & GDPR compliant
99.9% uptime SLA
Support IT / DE / FR / EN
Swiss cloud
Data in Switzerland, cloud software
Online accounting on Swiss infrastructure — no servers to buy or manage, no hidden costs.
Data in Switzerland
Tier IV hosting in Zurich and Geneva. Your data never leaves Swiss territory.
Cloud software
Online accounting via browser — no local installation, access from any device.
Zero server costs
No servers to buy, configure or maintain. Infrastructure is included in the service.
Transparent pricing
No hidden costs: no surcharge for servers, users, additional mandates or Swiss compliance features.
Free forever with 3 mandates — full software, no functional limits. Beyond 3 mandates: CHF 197/mandate/year. No server costs, no hidden costs.
Frequently asked questions
Everything you want to know about Accountex for fiduciaries
Clear answers on multi-mandate, client mandate access, collaborators, client migration and Swiss compliance.