New fiduciary cockpit and portal:
Two worlds - one digital key for an efficient collaboration with your end clients
The fiduciary cockpit provides a central overview of all your ongoing activities. Never miss a deadline or pending task again with the new fiduciary cockpit. Are you missing important documents or releases? Use the fiduciary portal to contact your clients directly and exchange information interactively.
Fiduciary companies
Efficient task management
Recurring and client-specific tasks, as well as deadlines, are visualized in a centralized and structured cockpit. Thanks to interactive activity management, you can collaborate digitally within your team and oversee mandates efficiently.
For clients
Simplified communication
Share documents such as payroll lists, balance sheets, and income statements directly in the portal. Clients can approve payroll payments with just one click, enabling a transparent and traceable digital approval process at any time.
Fiduciary companies
AI-powered assistance
With Abacus Intelligence, your clients receive tailored metrics and evaluations around the clock. Your client needs a comparison of this year’s income statement with last year’s? Abacus Intelligence compiles the information in seconds and delivers automated, real-time insights.
Fiduciary companies
Design your own portal
Easily customise the fiduciary portal to match your corporate identity - no external support or additional costs required. Personalise your fiduciary portal with your logo, colours, and fonts, tailoring the processes to suit both your company and your clients.
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Driven by innovation
65'000
satisfied companies
#1
Software for SMEs in Switzerland
40 years
of experience in software development
Key benefits for you and your clients
Integrated solution
Both the fiduciary cockpit and the fiduciary portal are seamlessly integrated into the Abacus software. Processes tailored to your fiduciary company ensure efficient and transparent client management.
Customisable design
Easily adapt the fiduciary portal to your corporate look and feel. Personalise it with your colours, fonts, and logo - no external help required.
Automation and collaboration
Collaborative activity management gives you complete control over tasks and deadlines. Automation streamlines routine processes for maximum efficiency.
Cloud-based security of the fiduciary portal
With an ISO 27001:2022-certified cloud solution hosted exclusively in Switzerland, your clients have secure access to their documents anytime, anywhere.
Maximum client retention
The fiduciary portal in your corporate design serves as a hub for your clients, promoting fast communication, efficiency and personalised support.
Central overview
Provide clients access to tasks, deadlines, documents, an integrated signature solution, and digital creditor workflows - all in one central location for structured and efficient collaboration.
Industry partnerships
Abacus Intelligence
Let software understand you.
Artificial intelligence is opening new horizons in the fiduciary sector. Discover how Abacus Intelligence can digitally elevate your processes to the next level with AI functions that simplify your business operations today.
Curious about how we can support you?