Clients deliver. The AI sorts. You decide.
Guided workflows collect your clients' answers and documents. The AI reads every document with source citation, your team confirms — and delivers with a closing email and protocol PDF. In your branding.
Full firm page with demo & comparisonA case in the cockpit
Example viewCH Tax declaration
Keller family
Withholding tax
CHF 12'450
Workflow builder & starter library
Start from proven. Build your own.
Ready-made starter workflows cover the most common engagements — from the Swiss tax return to German inheritance tax. In the builder you adapt them or build entirely your own flows.
Builder with AI draft
Describe the case — the AI drafts sections, questions and document slots. You refine by drag-and-drop.
Vetted starters
CH & DE tax returns, withholding-tax reclaims, exit tax, inheritance tax and more — ready to use.
Automatically in 5 languages
Every workflow runs for clients in German, English, French, Italian or Spanish — questions, categories and structure reach your firm in German.
From the starter library
- CH Tax declaration🇨🇭
- DE inheritance tax🇩🇪
- CH→DE Pension · withholding tax🇨🇭→🇩🇪
- DE Exit tax · §6 AStG🇩🇪
- CH Real-estate capital gain🇨🇭
- CH transparency register🇨🇭
… plus your own workflows from the builder
AI advisors trust
Example viewWithholding tax
CHF 12'450
AI advisors trust
Every figure linked to its source.
When the AI proposes a field, you always see: from which document, which page, with what confidence. One click opens the original. You confirm — the AI doesn't act on its own.
Source, page, confidence
Every proposed value names the document, page and confidence — one click opens the original.
Nothing happens silently
Proposals stay proposals until a human confirms. Only what's approved is taken over.
Fully logged
Every approval lands in the case protocol — traceable for audit and client.
Document taxonomy & client explorer
33 categories. Every year. One view.
Incoming documents are automatically filed into 33 tax categories — from salary certificate to estate document. The client explorer shows all of a person's documents across all years.
Categorised automatically
The AI assigns every document to one of 33 categories in 8 groups — from income to estate.
Your decision wins
Correct a category and it sticks: advisor decisions are never overwritten by AI or client.
Explorer across years
Per client, all documents from all cases and years in one place — filterable by year and category.
Documents · Keller family
Example view33 categories · 8 groups
- 6 documents received — categorised automatically09:14
- AI values reviewed and confirmed11:02
- Closing email with protocol PDF sent11:05
Advisor cockpit
From intake to delivery — one cockpit.
Every case has one home: intake & answers, files, protocol, delivery. On completion, the summary and protocol PDF go out automatically — in your branding.
Everything in view
Tabs for intake & answers, files, protocol and delivery — no digging through inboxes.
White-label & your branding
Your logo, your colour, replies go to your firm — with the crosstax attribution removed if you wish.
Completion with protocol
Client and firm receive a closing email; the protocol PDF documents the delivery for the file.
Workflow marketplace
A marketplace of proven workflows.
Adopt vetted workflows into your firm — each ready in 5 languages, each with AI extraction and protocol. And whatever's missing, you build in the builder.
Security & compliance
Built for what firms require
Client data must be protected. crosstax meets the standards tax firms expect.
EU & CH hosting
Data lives in data centres in Germany and Switzerland — no transfer to third countries.
GDPR-compliant
Data processing, deletion policy and data-subject rights per GDPR — contractually assured.
End-to-end encrypted
Encrypted in transit and at rest. Access only for authorised people at your firm.
Full audit log
Every action on a case is logged and traceable — for review and client trust.
Less manual work. More time for what matters.
Reading documents, chasing clients, structured export — it runs automatically. You focus on advising and winning mandates, not routine.
Snap it, upload it — the AI reads the rest.
Your tax firm sends you a personal link. Behind it: a guided flow in your language. You upload documents, the AI reads them — and you confirm every value before it's taken over.
Deutsch · English · Français · Italiano · Español
Your documents
Example viewPhoto or PDF — both work
Lohnausweis_2025.pdf
Detected:Salary certificate
IMG_2043.jpg
Detected:Donation receipt
How it works
Four steps — then your firm takes over.
No tax knowledge needed: the flow guides you through exactly the questions and documents your firm needs.
- 1
Open the link
Your firm sends you a personal link — open it in the browser and start, no new password.
- 2
Upload instead of typing
Upload photos or PDFs of your documents. The AI reads out the values — you don't copy anything.
- 3
Review & confirm
Every detected value is shown to you, with its origin. Nothing is taken over silently — you confirm with a click.
- 4
Done — one email
At the end you get exactly one summary with a protocol PDF. From here, your firm takes over.
Upload & confirm
Nothing happens silently.
The AI proposes, you decide: every extracted value shows which document and page it came from. It's only taken over after your confirmation.
In your language
The whole flow in German, English, French, Italian or Spanish — your firm sees the questions and categories structured in German.
Pause any time
Your progress is saved — the link takes you back exactly where you left off.
Traceable
You can always see what you've uploaded and confirmed — no black box.
Upload & confirm
Example viewGross salary
CHF 98'400
Order by itself
Example view33 categories · 8 groups
Order by itself
Your documents, sorted automatically.
Every document gets a category — salary certificate, donation receipt, custody statement. So you and your firm see at once what's there and what's still missing.
Clearly named, no file chaos
“IMG_2043.jpg” becomes a recognised salary certificate — category included.
You see what's missing
The flow shows which documents your firm still expects — no guessing.
Correctable
Recognised wrongly? Change the category with one click — your correction counts.
One email. No spam.
We only reach out when it matters.
At the end you receive a single summary email with a protocol PDF. And if something's missing? At most two friendly reminders — then silence.
Closing summary
One email with everything that was submitted — plus a protocol PDF for your records.
At most two reminders
Only if documents are missing: one reminder after a few days, a second one later — that's it.
Replies arrive
If you reply to an email, it goes straight to your firm — not to a robot.
Your documents have been submitted
Thank you! Your firm takes over now. Attached you'll find the protocol of your submission.
Protocol.pdfSecurity & privacy
Your data belongs to your engagement.
crosstax processes your documents for your tax firm only — for nothing and no one else.
Securely hosted
Servers in Germany, encrypted in transit and at rest.
GDPR-compliant
Your data is yours. Processed only for your engagement.
Your firm reviews
crosstax does not provide tax advice — your firm reviews and files.
Only your firm
Access is limited to your own firm — every firm and its clients are strictly separated from each other.
How you start
Your firm invites you.
crosstax reaches you through your tax firm: you receive a personal link to exactly the flow your case needs. Nothing to install, nothing to subscribe to.
- 1
Your firm sends you the link by email.
- 2
You fill in the guided flow and upload your documents.
- 3
Closing email with protocol PDF — your firm takes over.