For Private Individuals · Every Swiss Canton

Your AI Tax Assistant.
From shoebox to filed return.

AgentI is a team of AI agents working for you. They read every document you send, build one complete household file, estimate your tax in any canton and handle the intercantonal apportionment automatically. When a document is missing, the agents reach out to your customers directly by email (inbound and outbound) and collect the missing files in a one-time drop space — no password, no account to create. They even request your filing extension. Next year, it is all still there. You just confirm what changed.

Access Your Portal → See what AgentI does ↓
AgentI — Private Tax Agent
Agent Status
22 document types read · Household file complete · Tax estimate ready
Document Reading
Household File
Tax Estimator
Intercantonal apportionment (Steuerausscheidung)
Missing-Doc Chat
eCH-0278 Export
How AgentI Works
Not one AI — a team of specialised agents

Send your documents however suits you. From there, each agent owns one part of your tax file — reading, structuring, estimating, apportioning and exporting — and they work together until your declaration is ready.

You send
📧 Email📱 Phone photo🖥 Portal upload✉ Scanned post
AgentI Agents
Always on · every cantonSwiss data residency
You receive
📋 Complete household file🧮 Tax estimate🏛 Cantonal upload file📦 eCH-0278 archive
Agent 01

Document-Reader Agents

A reader for every kind of paper. AgentI recognises and fully reads 22 categories of tax documents — salary certificates, pillar 3a, bank & securities statements, insurance, property, childcare, medical, donations and more — capturing every figure, nothing omitted.

22 doc categoriesPDF · photo · scanDE / FR / IT / EN
Agent 02

Household-Data Agent

Assembles one unique household file — both spouses, children, every income, asset and deduction — de-duplicated and consolidated. Each number is traced back to the exact document it came from, so nothing is double-counted and nothing is lost.

One unified fileSource-linked figuresSpouses & children
Agent 03

Archiving & Retention Agent

Every document is stored securely and permanently linked to you, kept for the full statutory retention period and retrievable in a click. The link is what makes next year effortless — your file is never built from scratch again.

Permanent doc linkStatutory retentionInstant retrieval
Agent 04

Missing-Documents Agent

Compares the file against everything a complete declaration needs, then simply asks your customer — by email or a one-time secure link, with no password to set, no account to create, nothing complex. Your customer just replies with the document, and AgentI reads the reply and slots each missing document back into its right place automatically. No forms, no checklists to decode.

Knows what's missingOne-time link · no passwordAuto-files the reply
Agent 05

Tax-Estimator Agent

Calculates your income, wealth and tax for any canton and commune using official rates — applying every deduction you are entitled to. See the federal, cantonal and communal breakdown before you file, with no surprises.

Any canton & communeIncomes · wealthAll deductions
Agent 06

Intercantonal Apportionment Agent (Steuerausscheidung)

Own property or have ties in more than one canton? AgentI performs the automated intercantonal apportionment (Steuerausscheidung) — splitting income and wealth across cantons and communes exactly as each authority requires.

Intercantonal splitProperty & tiesFully automated
Tax Optimisation Simulator

What if you moved your Hauptsitz?

Where you are resident on 31 December decides what you pay. AgentI lets you simulate moving your main residence (Hauptsitz) to another canton or commune and see the tax impact instantly — same income, same family, a very different bill. Decide where to live with the numbers in front of you.

Current communeCHF 18,400
Neighbouring communeCHF 15,900
Kanton SchwyzBestCHF 11,200
Estimated annual savingCHF 7,200
Why AgentI

Built to make tax season disappear

Five things a spreadsheet and a folder of PDFs will never do for you.

Year two is effortless

Every document stays permanently linked to you. Your second declaration is not a blank page — it opens pre-filled from last year, and you only confirm what actually changed.

Permanent document link

AI reads any document

Salary certificate, 3a attestation, bank statement, mortgage interest, a photo of a receipt — in any layout and any national language. AgentI reads and understands it automatically.

Automated AI reading

Never miss a deadline

Running late? AgentI requests your filing-deadline extension (Fristerstreckung) with the canton for you, automatically — so you stay compliant without lifting a finger.

Automatic extension request

One-click cantonal upload

AgentI generates the exact import file for your canton's official tax portal. Your figures load straight into the cantonal e-filing system — no re-typing, no transcription errors.

Canton-specific upload file

eCH-0278 compliant by design

Your data follows the official Swiss eCH-0278 e-government tax standard end to end — structured, portable, future-proof and accepted by the authorities.

Standards-compliant data

See your tax before you file

A live estimate for any canton and commune, deductions and intercantonal apportionment all included — so you know exactly where you stand, and where you could stand.

Live tax estimate
Who it's for

Made for real Swiss households

If your tax situation is more than a single salary slip, AgentI was built for you.

🏠

Families & property owners

Two incomes, children, a mortgage, pillar 3a and a holiday flat in another canton — exactly the situation where deductions and apportionment get complicated, and where AgentI saves the most.

  • Married & family deductions handled automatically
  • Property in several cantons apportioned correctly
  • Childcare, insurance and 3a captured in full
🌍

Cross-border & mobile taxpayers

Moving canton, multiple communes, or weighing where to settle next. AgentI keeps every year linked and lets you model the impact of a move before you make it.

  • Intercantonal apportionment done for you
  • Hauptsitz-change optimisation simulator
  • Every prior year retained and reusable

Let the agents do your tax

Open your portal, send your first documents, and watch your household file build itself — canton-ready and eCH-0278 compliant.

Access Your Portal → Talk to us