AI CONSULTING FOR FIDUCIARY & TAX ADVISORY
Higher Mandate Margins and Strategic Relief for Your Firm.
We guide Swiss fiduciary firms, audit practices, and tax advisors through the secure, FADP-compliant integration of Artificial Intelligence – from automating repetitive accounting and tax workflows to building proprietary firm knowledge systems.
AI means so many things. Which AI do you actually need? What is your specific area of application?
We help - from short-term pilot projects and rapid experiments all the way to enterprise solutions.
Simply streamline daily workflows or transform an entire business unit with autonomous agents? Discover the possibilities with us.
Specialized in Swiss FADP (nDSG)
Legal certainty & data sovereignty in Switzerland.
Independent Consulting
Vendor-neutral technology & architecture selection.
End-to-End Guidance
Strategy, process automation & custom software.
Consulting Offer
Strategy, Governance & Implementation
We combine strategic foresight with industry-specific compliance and technical process implementation.
Level 1: Mandate Efficiency
Standardizing Practice Workflows
We eliminate the biggest time sinks before booking and filing even begin: incomplete client documents are automatically detected, categorized, and requested via polite, precise follow-ups.
- Automated Voucher Pre-Audit: Early detection of missing receipts, incorrect VAT codes, and implausible bookings.
- Client Follow-Up Automation: Automatically drafted, polite missing-document checklists for SME clients.
- Year-End Financial Commentary: Structured drafts for balance sheet reports, notes, and AGM minutes.
Level 2: Technical Excellence
Verified Tax & Legal Intelligence
Through a protected knowledge architecture, your team can instantly tap into your partners' collective expertise on Swiss VAT, CO, AHV/BVG, and intercantonal tax allocation.
- Tax Assessment Verification: Instant comparison of official tax assessments against the filed tax return.
- Objection & Tax Ruling Drafts: Well-founded templates referencing Swiss federal/cantonal tax acts, VAT, CO, and FTA practice.
- Firm Knowledge Base: Secure access to the collective expertise and templates of your partners.
Level 3: Practice Growth
Scalable Business Advisory
When routine year-end tasks are completed 40% faster, your experts gain capacity for lucrative succession planning, tax optimization, and financial advisory – without hiring scarce additional staff.
- Proactive Client Advisory: AI-assisted identification of liquidity, pension, and tax optimization opportunities.
- Scalable Mandate Management: Up to 40% less routine effort during peak season frees capacity for high-margin advisory.
- 100% Swiss Data Sovereignty: Zero leakage of client data into public training models (FADP & professional secrecy compliant).
AI Solution Horizons
From Quick Wins to Transformation
Structured implementation steps tailored to your industry value chain.
Short-Term
Phase 1: Immediate Practice Leverage
Fast productivity gains in daily operations without disrupting core IT. AI relieves mandate managers and accountants in correspondence, checklists, and tax reviews.
- Client Correspondence: Automated drafting of clear balance sheet explanations, cover letters, and missing-document requests.
- Tax Assessment Review: AI-assisted comparison of tax assessment notices with filed returns and structured drafting of objections.
- Governance & Policies: Clear firm policies and anonymization workflows for handling sensitive client data under the Swiss FADP.
Medium-Term
Phase 2: System & Process Integration
Deep integration of AI with your accounting, tax, and DMS systems for end-to-end digital mandate workflows.
- Smart Pre-Accounting: Automated verification of vouchers for Swiss VAT compliance (FTA) and account coding suggestions for Abacus, bexio, or Topal.
- Firm Knowledge Base (RAG): Internal AI assistant powered by your template contracts, checklists, CO commentaries, and cantonal tax practices.
- Closing Plausibility Checks: Automated detection of booking anomalies, missing accruals, and year-over-year variances prior to audit.
Long-Term
Phase 3: Advisory & Business Model
Transforming from retrospective bookkeeping to data-driven CFO-as-a-Service for your SME clients.
- Predictive Cashflow & Controlling: Automatically generated liquidity forecasts and industry benchmarks as high-margin advisory services.
- Intelligent Client Portals: 24/7 client portals that autonomously answer routine questions on payroll, expenses, and deadlines using verified data.
- Sovereign Firm LLMs: Fully isolated language models hosted in Swiss data centers for maximum confidentiality in M&A, succession, and audit mandates.
100% Confidentiality for Your Client Data
Fiduciaries and tax advisors operate on absolute trust. Our AI architectures guarantee that not a single balance sheet figure, payroll file, or tax return is ever used to train public AI models.
Source Systems & DMS
Secure connection to Abacus, bexio, Topal, Dr. Tax, Vertec, and your document management system (SharePoint / DMS).
Swiss Privacy & Anonymization
Automated pseudonymization of sensitive personal data and processing strictly within Swiss cloud regions (Zurich/Geneva) or on-premise.
Citation-Backed Assistance
Every AI output on accounting, tax, or corporate law transparently links back to the underlying voucher, account statement, or statutory article.
Collaboration
Tailored to Your Needs
Whether a clearly defined project or agile support – you have full cost control.
Project Package
Maximum Planning Certainty
Ideal when the goal and scope are clearly defined. We agree on a fixed outcome at a fixed price. Scope, milestones, and acceptance criteria are bindingly defined before the project starts. Any changes are coordinated with you before implementation.
- Result GuaranteeWe deliver until the agreed goal is achieved.
- Budget SecurityYou know exactly what it costs. No surprises.
Expert-on-Demand
Agile Support & Interim
Book our experts flexibly as needed – whether as a strategic advisor for a few hours or as an integral part of your team.
- Interim-SupportWe work hands-on operationally to bridge bottlenecks.
- No OverheadFull flexibility without long-term staffing commitments.
Approach
What Are the Next Steps?
Discovery Call (Free)
We discuss your goals with you and clarify without obligation where AI has the greatest leverage in your company. Together we define the framework for a potential collaboration.
Deep Dive Audit
We analyze your data and processes to uncover concrete automation potentials. We prioritize the use cases that deliver the highest ROI.
Pilot Phase
Instead of pure theory, we implement a working pilot project in a selected area. This proves measurable value risk-free before larger investments are made.
Scaling
We roll out the solution, empower your team through training, and establish Swiss FADP-compliant guidelines for sustainable, secure operation.
Answers for Decision-Makers
01How do you help us choose between Microsoft Copilot, ChatGPT Enterprise, and specialized fiduciary tools?
- We start with a vendor-independent practice audit. We evaluate your existing IT stack (e.g., M365, Abacus, bexio, DMS) and show you exactly where standard licenses suffice and where a tailored workflow delivers the highest ROI.
02Can smaller fiduciary firms (5–15 staff) also benefit from AI consulting?
- Smaller and mid-sized firms benefit disproportionately because mandate managers wear multiple hats. With lean, ready-to-use templates and automations, smaller teams save hundreds of hours during the peak spring closing and tax season.
03How do we ensure our staff actually adopt the new AI workflows in daily practice?
- Technology alone is never enough. We combine consulting directly with hands-on in-house training using your real firm scenarios and set up shared prompt libraries that every team member can access with a single click.
04What does an initial AI consulting engagement cost for a fiduciary firm?
- The initial discovery call is free of charge. Afterwards, we work with transparent, fixed-scope packages (such as a Practice Potential Analysis & Roadmap) that pay for themselves within weeks through saved non-billable hours.
Artificial Intelligence tailored to your department
We are happy to assist you in consulting on your business processes and within your selected areas of the value chain:
Initial consultation 100% free
Future-Proof Your Fiduciary & Tax Practice
Book your free Discovery Call now and discover how secure AI integration saves bookkeeping hours and increases your advisory margin.
Request Practice Consultation