Drop your Dr.Tax files into the import zone. The system recognizes each document, links it to the right client and tax year. You only correct the rest.
Drag-and-drop or file selection
Automatic validation of supported formats
Complete history of previous imports
https://demo-fidu.ark.flow.ch/import
Client file
Each client, their files, their documents — one unified view.
The client file brings together contact details, tax dossiers by year, client portal and notes. The collaborator sees the complete mandate history at a glance.
Tax dossiers 2023-2025 with statuses and deadlines
Client portal links with received document tracking
Notes and customizable collection template
https://demo-fidu.ark.flow.ch/clients
Benefits
What you actually gain
Drop your documents, AI does the sorting.
The system recognizes each document type — declaration, decision, instalment, receipt — links it to the right client and tax year. You only correct the cases that fall outside routine patterns.
Infrastructure hosted exclusively in Europe.
Production at Infomaniak in Geneva, backups in Switzerland, a dedicated environment per firm and Swiss AI by default.
Unlimited users and dossiers.
Three roles (collaborator, manager, admin) with controlled visibility. Every action is traced for compliance.
Features
Everything included
Native Dr.Tax import
Automatic Dr.Tax field mapping. Your existing declarations import in 1 click.
Smart filing included
Automatic recognition of documents (declarations, decisions, instalments, receipts) with continuous learning from your corrections.
Automatic email intake
Connect your firm’s mailboxes. Attachments are retrieved, filed by client and placed in the right folder automatically.
Stats & insights
Dashboard by collaborator and by canton, deadline tracking, recommendations based on your history.
AI — your choice, your sovereignty
Four providers. You decide.
Pick your AI provider at signup, switch anytime from admin. Infomaniak is the default — for maximum sovereignty.
Infomaniak
Kimi / Mistral / Qwen (open-source)
Default · Recommended
Hosting
Switzerland 🇨🇭
Privacy
Maximum — data and AI never leave Swiss soil, strict nLPD compliance.
Strength
Absolute sovereignty. No transfers outside CH, independent Swiss host. Automatic routing to the open-source model best suited to each task (Kimi, Mistral, Qwen).
Tradeoff
Generally slower responses than major US models. Very complex reasoning cases (long-form writing, deep tax analysis) benefit more from Anthropic or OpenAI.
Recommended for
Firms with strict sovereignty requirements (sensitive clients, professional secrecy).
Anthropic Claude
Claude Opus / Sonnet
Hosting
United States 🇺🇸
Privacy
Very good — no-training by default since the API launch (stable historical policy), Zero Data Retention available, EU DPA. More privacy-respectful than OpenAI and Gemini; still less sovereign than Infomaniak self-hosted in Switzerland.
Strength
Best reasoning quality on complex texts (tax analysis, claim drafting). Very low hallucination rate.
Tradeoff
US hosting under the Cloud Act — less sovereignty than the Swiss option. Higher per-request cost than GPT or Gemini.
Recommended for
Firms seeking maximum quality, open to a US partner serious about privacy.
OpenAI GPT
OpenAI GPT
Hosting
United States 🇺🇸
Privacy
Standard — EU DPA available, no training on API data by default.
Strength
Very broad versatility and speed. Largest model ecosystem (text, vision, audio).
Tradeoff
US hosting (Cloud Act). Higher hallucination rate than Claude on complex reasoning. Retention policy has shifted — worth watching.
Recommended for
Firms already familiar with ChatGPT who want to stay in the same model family.
Google Gemini
Gemini Pro
Hosting
United States / EU 🇺🇸🇪🇺
Privacy
Standard — DPA via Workspace, native integration if you already use Google.
Strength
Strong native multimodal (PDF + images OCR included), very large context window, competitive pricing.
Tradeoff
Google hosting (US/EU). Legal/tax reasoning quality below Claude. Privacy documentation less clear than Anthropic.
Recommended for
Firms already on Google Workspace or processing many scanned documents (multimodal OCR).
The foundation includes client and file management, Dr.Tax import, bulk document import, assisted filing, attachment intake and the dashboard. User count and exact scope are specified in the quote.
QCan I start with only the Base Pack?
Yes, and that is the recommended approach. The Base Pack covers the bulk of fiduciary daily work. You add Tax Module, Client Portal, Timesheet or Mail Module when you need them, without service interruption.
QWhich AI provider is used by default?
Infomaniak (Swiss hosting) by default, for maximum sovereignty. You can pick Anthropic Claude, OpenAI GPT or Google Gemini at signup, and switch anytime. See the comparison below.
Ready to start?
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