Tax Advisor Portal
Manage multiple clients, review filing readiness, and download reports in bulk from one dashboard.
Free
Up to 3 clients
Advisor Starter - CHF 299/yr
Up to 20 clients + bulk report export
Advisor Pro - CHF 799/yr
Unlimited clients + white-label export
Advisor registration flow
- Sign up with professional email.
- Optional credential verification (UID).
- Invite clients and access shared reports.