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.
Base Pack
Your clients, your documents, your data — under control.
Your fiduciary foundation: client management, one-click Dr.Tax import, smart document filing and automatic email intake. 5 users included, unlimited dossiers, hosted in Switzerland.
Benefits
What you actually gain
Everything stays in Switzerland. Period.
Infomaniak servers, dedicated environment per firm, Swiss AI by default. nLPD and GDPR compliant.
5 users included, unlimited dossiers.
Three roles (collaborator, manager, admin) with controlled visibility. Every action is traced for compliance.
Dr.Tax import
Import your Dr.Tax files in one click.
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
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
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.
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)
- 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
GPT-4 / GPT-5
- 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).
Complementary modules
FAQ
Questions about this module
-
What is included in the Base Pack exactly?
Everything you need: client and dossier management, Dr.Tax import, bulk document import, smart AI filing, automatic email attachment intake, and the dashboard with statistics. Plus 5 users and unlimited dossiers. For CHF 999/yr. -
Can 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. -
Which 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?
Base Pack — 30 days free.
Credit card required, cancel anytime. Guided setup, human support included.