Multi-client overview
Track owners, statuses and deadlines for every tax file.
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.
Three benefits
A clear file, from collection to decision.
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.
Optional
Tax comparison
Compare return and assessment, review differences and prepare a claim.
Optional
Document portal
Share a secure link to request and receive documents for a mandate.
Optional
Time tracking
Record time by file and staff member.
Optional
Firm email
View messages linked to a file and prepare replies.
// 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
ark.suite
Five specialized tools, connected when you choose.
- On requestYou are hereFiduciary firms managing multiple clients
ark.flow Fiduciaire
Dr.Tax import, DI/DT comparison and a secure portal for fiduciary firmsTax workflow for fiduciaries; this product does not replace the client’s accountingDiscover - On requestSwiss independent professionals and SMEs, working alone or with a fiduciary
ark.flow Compta
Bank imports, controlled AI categorization and Crésus `.ck1` exchange with attachmentsAn invoice received from another app becomes a document; it does not automatically create an entryEXAMPLEDiscover - On requestIndependent professionals and Swiss service SMEs
ark.plan
Bookings, CRM and time tracking connected to quotes and invoices for independent professionals and SMEsAvailable on request; scope is configured with your organizationEXAMPLEDiscover - On requestTechnicians, AV providers, productions and event teams
ark.stock
Inventory, loans and rentals for professional equipment. Project billing through ark.planProject billing is handed over to ark.plan; ark.stock does not issue the invoiceEXAMPLEDiscover - Coming soonIndividuals and professionals interested in a future budgeting tool
ark.flow Budget
Personal and business budget management in preparationProduct not available; final capabilities will be confirmed before launchDiscover
- Billing request: from ark.stock to ark.plan.
- Invoice as document: from ark.plan to ark.flow Compta.
- Tax cases: between ark.flow Compta and ark.flow Fiduciaire, in both directions.
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.
- Product — Step 1 of 4, completed
- Email — Step 2 of 4, current
- Plan — Step 3 of 4, upcoming
- Confirmation — Step 4 of 4, upcoming
Personalized quote request
Describe your needs below. The ark.swiss team will contact you with a tailored proposal.