A fully-branded, AI-powered client portal purpose-built for fiduciaries and advisory firms. Deploy it as your own: multi-tenant, multi-user, covering everything from invoice processing to VAT reporting — delivered under your name, your colours, your domain.
Request a Demo Explore FeaturesOne installation serves your entire client portfolio. Each company gets its own isolated workspace — its own documents, its own accounts, its own users. You manage everything from a single admin panel.
Your firm controls the entire platform. Onboard companies, manage access, impersonate any tenant for support, lock periods and review the full audit log.
The primary contact for each company. Manages the company profile, VAT registration, bank accounts, tax details and invites colleagues to join the workspace.
Senior employees with expanded permissions. Can override account assignments, manage credit accounts on travel expenses and access all accounting documents.
Field staff who capture receipts on the go via mobile. Biometric authentication, photo-based expense entry and instant submission — no desktop required.
Every file uploaded by a client is encrypted at rest using AES-128-CBC + HMAC-SHA256 (Fernet). Each company holds its own unique data key, itself encrypted by a master key held separately from the data. A breach of the hardware or the server exposes nothing — files remain ciphertext until decrypted by an authenticated, connected user who holds the key.
All client files and accounting data are stored exclusively on servers located in Switzerland, subject to Swiss data protection law (nDSG / LPD). A geographically separate failover storage, also within Switzerland, ensures continuity in the event of a primary infrastructure failure — your clients' data never leaves Swiss soil.
Each module is purpose-built for SME accounting across multiple jurisdictions — Switzerland, EU and beyond. Documents flow from upload to journal entry to report — automatically.
Supplier invoices uploaded as PDF, image or scanned document. Our AI module extracts every field — supplier, amount, VAT, IBAN, payment terms — in seconds.
Issue and track outgoing invoices. Generate professional PDFs, link to customer contracts, track payment status and integrate with the bank reconciliation flow.
Employees capture receipts on mobile. Items are categorised, VAT extracted and routed for approval before flowing into the journal as reimbursable payables.
Import bank statements in CSV or Excel format. Match lines to invoices with one click, or let bulk-matching assign accounts automatically across hundreds of transactions.
Standing agreements with suppliers or clients. Define start date, end date, amount and recurrence — the portal generates periodic journal entries automatically on schedule.
A living supplier directory that grows with every invoice processed. The portal learns preferred account assignments from booking history and applies them to future invoices automatically.
IFRS and statutory profit & loss statements and balance sheets generated automatically as documents are entered — powered by an AI agent that reads every invoice and maps it to the right account in real time.
A full membership administration module purpose-built for Swiss associations (Vereine) and non-profits. Manage your roster, automate fee billing and issue Swiss QR-Bill invoices — all within the same portal used for your accounting.
A dedicated mobile experience for employees on the move. Capture receipts, submit travel expenses and track reimbursement status — all from a smartphone, without touching a desktop.
Grant external auditors or regulators scoped, read-only access with a defined expiry date. Auditors see only the data and periods you authorise — documents, reports and the journal — nothing more, nothing less. Access expires automatically with no manual revocation needed.
Not a generic OCR tool: a trained accounting assistant that understands VAT across multiple jurisdictions — Switzerland, EU and beyond — multi-currency transactions and double-entry bookkeeping.
Upload an invoice in any language, any currency, any format. Our AI module reads it, identifies the supplier, extracts all financial fields, selects the correct VAT code and suggests the debit and credit accounts — all before the accountant opens the document.
Supplier name, VAT ID, IBAN, invoice number, amounts, dates, payment terms — extracted with a single API call.
COA-aware account proposals at upload time. Learns from each correction the accountant makes and improves with every booking.
After 2+ invoices from the same supplier, the portal detects consistent account patterns and pre-fills them on the next upload — no prompt engineering required.
Uploaded to the wrong folder? Our AI module detects the document type and automatically moves it to Payables, Receivables, Contracts or Pilar23 — and re-extracts with the right prompt.
Every document entered flows into real-time reports. No export, no import, no waiting. Your clients see their financial position the moment an invoice is processed.
Full P&L by financial year with drill-down to individual transactions. Includes opening balances, year-closure accounts and a reconciliation engine that checks BS/P&L consistency.
VAT return ready for submission across jurisdictions — Switzerland (MWST), EU member states and others. Aggregates input and output tax by VAT code, handles reverse charge automatically and highlights overseas purchases requiring special treatment.
A real-time general ledger built from all source documents — payables, receivables, bank lines, contracts and travel expenses. FX rate overrides, period locks and full audit trail included.
Financial data demands the highest level of protection. Every layer of the portal is designed around confidentiality, integrity and traceability.
Email OTP on first login, then TOTP (Google Authenticator / Authy) from the second login onward. Every user, no exceptions.
All uploaded documents are encrypted at rest with per-tenant keys derived from a master key. Unreadable without the application layer.
Every action — login, document upload, account change, period lock — is timestamped and attributed to the individual user. Admin-accessible at all times.
Close any financial period to prevent retroactive modifications. Locked periods block edits for all users — only the administrator can reopen them.
Each company's data is strictly isolated at the database level. No cross-tenant data leakage is architecturally possible.
Every new account must verify its email address before access is granted. Optional admin activation adds a second layer of control.
Deploy the portal under your own domain and brand — exclusively for fiduciaries and accounting firms who manage multiple client companies. Your clients see your name — not ours. TheTaxNexus handles all hosting, maintenance and updates.
The portal runs on your subdomain (e.g. portal.yourfirm.com). Your logo is embedded throughout — on the login page, sidebar and all printed reports.
Connect your own SMTP server for all outbound communications — 2FA codes, invoice notifications, scheduler emails. Clients receive mail from your domain.
One portal installation, unlimited tenant companies. Add a new client in under a minute — the system provisions their workspace, COA and storage automatically.
No servers to run, no updates to apply. TheTaxNexus manages the infrastructure, applies security patches and deploys new features — you just use the portal.
CHE-123.456.789 · 3 users · Active
CHE-987.654.321 · 5 users · Active
CHE-456.123.789 · 2 users · Active
Provision a new workspace in under a minute
Get in touch and we will walk you through a live demonstration. Most firms are live within two weeks of signing.
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