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Archiving of revision documents for 10 years
- Compliance with Swiss regulations and requirements
- Synchronization of all accounts payable and receivable invoices from Bexio
- Multi-client capability: manage multiple clients in dedicated storage space
- Easy document search
Functionalities
swiDOC provides trustees with an efficient way of filing all revision documents in a legally compliant manner for their customers. With one click, all accounts payable and receivable invoices can be indexed, organized and stored in an audit-compliant manner from Bexio after the end of a fiscal year. Only documents that occur once a year, such as the accounting journal or the P&L, have to be archived manually. Fiduciaries can thus take over archiving for customers without additional effort and hardware costs and act as a competent partner, while at the same time using swiDOC to archive their own audit documents.
- Archiving done within 5 minutes
- Simple configuration
- Quick retrieval of documents
- Storage in Swiss data centers
Free consultation
We would be happy to show you how swiDOC works. In our free consultation, we will discuss your specific requirements. Our experienced consultants are available to help you decide on the best archiving solution for your trust office. Book your free consultation now and discover how we can make archiving easier for you and your customers.
Pricing
Our swiDOC packages for your archive.
Trustee 25
CHF
289
/month
For trustees with more than 5 customers
- 250GB storage
- 25 users
- take care of several organizations
- Audit Trail
- E-Mail Support
Trustee 50
CHF
479
/month
For trustees with more than 25 customers
- 500GB storage
- 50 users
- take care of several organizations
- Audit Trail
- E-Mail Support
recomended
Trustee 100
CHF
789
/month
For trustees with more than 50 customers
- 1TB storage
- 100 users
- take care of several organizations
- Audit Trail
- E-Mail Support
Trustee 250
CHF
1490
/month
For trustees with more than 100 customers
- 3TB storage
- 250 users
- take care of several organizations
- Audit Trail
- E-Mail Support
Simple web interface
Effortless management and filing of audit documents, invoices, contracts and financial statements
Convenient cloud access
Access at any time and from anywhere thanks to cloud service in Switzerland.
Trustee as reseller
Want to learn more about swiDOC? Sign up for a trial or live demo and discover for yourself how swiDOC can help you manage and protect your documents. We look forward to hearing from you.
