Required
Base
CHF 999 /year
The platform foundation: client management, Dr.Tax import, smart document filing and dashboard. Unlimited users and files.
From CHF 999/yearFor fiduciary firms
Manage every tax file in one place.
Centralise mandates, import Dr.Tax and review DI/DT differences. Your staff retain the final decision.
- Tracking
- Multi-client overview
- Imports
- Dr.Tax import
- Tax
- DI/DT comparison
- Hosting
- Production in Geneva · backups in Switzerland
↳ The real ark.flow Fiduciaire dashboard on desktop and mobile.
Our story
Born from an accountant’s request
Automatically compare the tax return with the tax assessment, line by line, with sovereign AI that keeps the data in Switzerland. Then track, for each client, the documents sent and the ones still missing.
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.
Tax process
From tax mandate to documented decision.
Four simple steps without hiding important approvals.
Centralise
Create the mandate, tax year, owner and deadlines.
Collect
Receive documents by import, automatic inbox or secure document link.
Compare
Import Dr.Tax, then review differences between return and assessment.
Decide
Validate the file or prepare appeal points while keeping the final decision human.
MULTI-CLIENT FILES
Follow every tax file without losing track.
One shared view brings together documents, file status and next actions. The firm keeps a consistent process across all clients.
- Seven tax-file tracking statuses
- Dr.Tax import and DI/DT comparison depending on the selected module
- Classification and OCR with human review
On video
Every module on video
Short demos with fictional data, to see each module in action.
Dr Tax import, a dashboard sorted by priority and an AI summary for each client.
Modules
Build the scope suited to your firm.
The foundation covers files; options are added according to your quote.
- 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
The product in images
Explore the firm’s work screen by screen.
Demo captures; fictitious data.
Open demo (new tab) 
Pricing
Build your firm’s subscription.
A mandatory base and optional modules. Annual subscription, on an instance dedicated to your firm.
Optional modules
- Tax Module
- CHF 399/year
- Client portal
- CHF 99/year
- Timesheet
- CHF 99/year
- Mail Module
- CHF 99/year
Full cabinet
CHF 1'549 /year
The base and all four modules. CHF 146 less than separately.
Included in the subscription
- Unlimited users
- AI included, no meter*
- 1 GB of file storage per firm
- Extra storage: CHF 10 per year per 100 MB block
We prepare your firm’s instance after a short exchange.
One-off services
- Starter assisted setup
- CHF 499
- Cabinet assisted setup
- CHF 999
- Launch pack
- CHF 849
- Remote training 2h
- CHF 390
- Onsite training full day
- CHF 1'490
- Additional client migration
- CHF 2 per file
One-off service, billed separately from the subscription.
*Fair use: each subscription sets aside part of its price for AI. If use becomes very intensive, we let you know first. Beyond that, document analysis may be paused until the next month, then all AI.
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- Billing request: from ark.stock to ark.plan.
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- 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 much does ark.flow Fiduciaire cost?
The base costs CHF 999 per year, excluding VAT. Add modules individually, or choose the Full cabinet at CHF 1'549 per year. Users are unlimited.
Your firm
Let us define the scope for your mandates.
Tell us your volumes, modules and migration needs.
- 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.