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Multi-client · Dr.Tax · Human review

Manage every tax file in one place.

Centralise mandates, import Dr.Tax and review DI/DT differences. Your staff retain the final decision.

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A fiduciary professional uses ark.flow Fiduciaire on a large iMac in a Lausanne firm.

WORKFLOW

From tax mandate to documented decision.

Four simple steps without hiding important approvals.

  1. 01

    Centralise

    Create the mandate, tax year, owner and deadlines.

  2. 02

    Collect

    Receive documents by import, automatic inbox or secure document link.

  3. 03

    Compare

    Import Dr.Tax, then review differences between return and assessment.

  4. 04

    Decide

    Validate the file or prepare appeal points while keeping the final decision human.

  • European infrastructure
  • nLPD & GDPR compliant
  • Human review
  • Dr.Tax import
Three benefits

A clear file, from collection to decision.

Multi-client overview

Track owners, statuses and deadlines for every tax file.

Dr.Tax import

Import supported Dr.Tax files, then review the imported data.

DI/DT comparison

Review proposed differences between return and assessment before deciding on a claim.

Modules

Build the scope suited to your firm.

Foundation

File management

Bring together clients, tax years, documents, owners and deadlines.

  • Role-based access
  • Multiple document import
  • History by file
Foundation

Assisted filing

The system suggests a client, year and type. A staff member confirms or corrects.

  • Visible suggestion
  • Correction available
  • History retained
Foundation

Tracking dashboard

Filter files by status, owner, canton or deadline.

  • File statuses
  • Visible deadlines
  • Staff filters
Optional

Tax comparison

Compare return and assessment, review differences and prepare a claim.

  • Quantified differences to review
  • Tracked deadlines
  • Editable letter draft
Optional

Document portal

Share a secure link to request and receive documents for a mandate.

  • Requested document list
  • Browser upload
  • Visible progress
Optional

Time tracking

Record time by file and staff member.

  • Timer by file
  • Manual entry
  • Reports by staff member
Optional

Firm email

View messages linked to a file and prepare replies.

  • Messages grouped by file
  • Drafts to review
  • Message history
// DOCUMENT COLLECTION

Collect and review documents during meetings too.

The secure-link portal simplifies collection without requiring a full client account. On iPad, the professional can access the file and its documents where the conversation happens.

  • Secure document link per file
  • Access suited to both firm and client
A young professional reviews an ark.flow Fiduciaire file on a large iPad Pro.

ark.suite

Four specialized tools, connected when you choose.

  1. Billing request: from ark.stock to ark.plan.
  2. Invoice as document: from ark.plan to ark.flow Compta.
  3. Tax cases: between ark.flow Compta and ark.flow Fiduciaire, in both directions.
Discover the full suite
FAQ

Frequently asked questions.

  • Does ark.flow Fiduciaire replace Dr.Tax?
    No. Dr.Tax remains the preparation tool. ark.flow organises files, documents, deadlines and comparisons around tax work.
  • Who reviews document filing?
    The system suggests an assignment. A staff member confirms or corrects it before the document is used.
  • How does DI/DT comparison work?
    ark.flow presents detected differences between return and assessment. A staff member reviews each point and decides what follows.
  • Do my clients need an account?
    The portal can share a secure link for uploading requested documents from a browser.
  • How do I get a quote?
    Describe your volumes, modules and migration constraints. We prepare an offer suited to your firm.
  1. Product — Step 1 of 4, completed
  2. Email — Step 2 of 4, current
  3. Plan — Step 3 of 4, upcoming
  4. Confirmation — Step 4 of 4, upcoming

Personalized quote request

Describe your needs below. The ark.swiss team will contact you with a tailored proposal.