For Treuhand offices, fiduciaries and tax advisors handling SME bookkeeping, payroll and tax filings. We focus on document intake, recurring advisory letters and keeping up with cantonal tax practice — with full attention to client confidentiality.
These are the day-to-day bottlenecks we have seen across firms in your industry — the workshop is built around solving them.
Receipts, payslips and bank statements arrive in PDF, photo and Excel — all needing manual entry.
Year-end notes, deadline reminders and tax-law-change letters consume hours every quarter.
Each canton has its own filing nuances, abatements and audit triggers to track.
Most public AI services are off-limits — but staff already use them informally.
Five focused modules over four hours, on-site at your office. Every module includes a working example built on your real workflows and data.
Realistic mapping of high-value AI use cases across bookkeeping, payroll and tax practice.
Hands-on pipeline that turns photos and PDFs of receipts into structured booking entries.
A private assistant that searches federal and cantonal tax practice and cites the source.
Templates and prompts for recurring client letters in your firm's tone, multi-language ready.
A privacy-preserving stack you can run on a single in-office workstation or NAS.
You leave the workshop with assets your team can use the very next day — not just slides.
A documented intake-to-booking workflow ready for your bookkeeping software.
25+ recurring letter templates with prompt instructions for personalisation.
Practical AI prompts to surface cantonal differences for the cantons you work with.
Which tools to use for which client data class — written for non-technical partners.
On-site in Switzerland. Travel within Switzerland is included. Custom multi-day formats available on request.
Most clients book at least one follow-up service after the workshop. We package and price these transparently.
CHF 280/hour or CHF 1,800 for an 8-hour pack — remote 1:1 sessions to refine prompts and review your outputs.
From CHF 6,500 — one-week sprint to connect your documents, knowledge base or CRM to a private AI assistant.
From CHF 9,800 — a fully custom AI agent for one of your core workflows, deployed locally or in your private cloud.
Tell us a bit about your team and we will send a tailored half-day agenda within 48 hours.