New: the Swiss transparency-register registration workflow is live.

Online forms for tax firms & fiduciaries

Online workflows for your firm's own website

Your clients fill in structured tax workflows directly on your own portal page. You get orderly, complete dossiers — instead of email attachments.

Intelligent question logic. Follow-up questions appear only when they apply — every question knows its condition.
AI document reading. Uploaded documents are read; every figure carries its source document and its confidence.
E-signature in the flow. Sign inside the workflow — via your firm's wesign account.
White-label under your brand. Logo, banner, colour, font, your own portal address; crosstax branding can be switched off.
Application and database in the EU. Database in Ireland, the application in Frankfurt, a change log for cases and documents.

See the example firm first

Real example · 🇨🇭→🇩🇪 pension fundTax year 2022

CHF 30’852

Reclaimable withholding tax — calculated automatically.

Documents captured

Amount calculated

Filing package ready

In use at ZEPF TAXESGDPR-compliantHosting in EuropeAudit logEncrypted connectionsMade in Switzerland

Live demo

See crosstax in action

No screenshots: a complete example firm you can click your way into. Muster Treuhand AG sits on crosstax like any real firm — with its own portal page and publicly fillable workflows.

The white-label portal page: logo, colour and the workflows this firm has curated.
The whole workflow catalogue — with sections, required questions and the documents that belong to them.
The client's path: start without an account, pause any time, photograph documents.
Interface and questions in 6 languages — switchable at the top right of the portal, mid-fill.

Visit the example firm

Try a workflow as a client

Swiss tax return · no account, no sign-in

Muster Treuhand AG is a made-up firm — our demo, not a reference customer. The software behind it is exactly what your clients would see.

crosstax.online/firms/muster-treuhand

Muster Treuhand AG

Example practice · Zug

Example firm

Services

CH Private tax return, individual document collection

1136

CH→DE Pension · withholding tax

CH Real-estate capital gain

+ 14 more workflows in the portal

ready-to-use workflows for Switzerland and Germany — professionally worked out, adoptable as they are.

languages, interface and questions alike: German, French, Italian, English, Spanish, and Romansh. Every firm chooses which of them it offers.

accounts your clients have to create in order to start a workflow.

From intake to filing

Clients send. crosstax sorts.

Clients upload documents and answer questions. crosstax extracts, checks and files everything — structured and sorted by workflow.

ClientsSorted by workflow · Your firm

Reminder

AI reading

Authority

ClientsSorted by workflow

CH→DE Pension · withholding tax

CH Dividend · withholding tax

DE Rental income · Anlage V

DE Private tax return, individual document collection

Authority

Two sides, one flow

What your clients notice — and what your firm gains

The same workflow from two perspectives. Every point here is a feature that is in the product today.

Your clients

Start without an account
The workflow begins straight away. Answers stay on your client's own device until they submit them.
Pause any time
Progress is kept, and can be saved to a file and loaded again later.
Questions in 6 languages
Not just the interface — every question is written out: German, French, Italian, English, Spanish, and Romansh. Switchable in the middle of filling in.
Just photograph documents
On a phone the upload opens the camera directly. PDF, photos (PNG, JPEG, HEIC) and Word and Excel files are accepted.

Your firm

Fewer follow-ups
If a case stalls or requested documents are missing, crosstax reminds automatically — twice each, then it stays quiet. No chasing by phone.
Structured completeness
Required questions, preconditions and missing documents are checked before submission, not after.
Audit trail and export
A log of changes to cases and documents, and your core data out as a ZIP whenever you want: clients, cases, answers, case documents and the log as CSV.
Your own workflows in the builder
Adopt proven workflows, adapt them in the builder or create new ones. Every version stays traceable.

Straight from firm life

You know these moments

Document by document

Clients email stacks of PDFs. Every value gets retyped by hand — page by page, case by case.

Chasing by email

It is always the same missing documents. So you follow up — and again next week, and the week after.

The March crunch

Every year the same seasonal peak, the same 60-hour weeks. Not because the cases get harder — but because the paperwork trickles in.

Copy & paste into your tax software

The data lives in portals and inboxes — just never in the format your software needs. So it gets transferred by hand.

How it works

Three steps to a finished intake

From the client link to a structured export — crosstax handles the routine in between.

Share a workflow

Send clients a link. They upload documents and answer questions — on phone or computer.

AI reads & checks

Documents are read automatically — every figure records which document it came from. You review and release.

Export structured

Checked data flows into your format (CSV/Excel) or straight into the authority workflow. You stay the expert.

Traceable AI

AI advisors trust — because every figure names its source.

Every automatically recognised entry comes with its source document and its confidence. For every figure you can see where it came from — and change it if it is wrong.

Source citation
Which document the figure came from.
Confidence signal
Green = confident, yellow = please check — colour follows certainty.
Editable at any time
Every extracted figure is shown openly, with its origin — and can be changed in one click.

Net salary (salary certificate)

CHF 118'400

95% · confident

Salary certificate · page 1

Integrations

Connected to your infrastructure.

Encrypted connection to crosstax (HTTPS), a privacy notice under the Swiss FADP and the GDPR, database in the EU (Ireland). There is no connection to your firm's own file storage yet.

Microsoft 365

Proton Drive

Google Drive

Hetzner

AWS

Google Cloud

Microsoft Azure

Your own infrastructure

Microsoft 365

Proton Drive

Google Drive

Hetzner

AWS

Google Cloud

Microsoft Azure

Your own infrastructure

Files are kept in crosstax's storage, the database in the EU (Ireland). crosstax cannot yet connect to Microsoft 365, Proton, Google Drive or your firm's own storage.

For tax firms

Efficiency for digital-first tax advisors.

AI-powered workflows speed up your client work. You stay in control, crosstax handles the routine.

E-signature — built into the workflow

Clients sign the mandate or form right where they fill it in — legally binding, no printer.

Advanced e-signature with timestamp

Signing runs through your firm's own wesign account — and crosstax shows you which documents are signed.

E-signature powered by

Features in detail

E-signature Reading documents Sorting documents

Advisor stays in control. Client feels well looked-after.

Comparison

Why crosstax instead of manual work?

The same intake, reading and follow-up — in a fraction of the time, with no copy-paste between tools.

Start now

crosstax vs. steuerboard crosstax vs. hoop

Manual / retypingGeneric toolscrosstax

Client intake in minutes

AI reads documents — with source citation

Automatic client reminders

Structured export in your format (CSV/Excel)

Build your own workflows, no code

White-label portal for clients

Audit log · GDPR · hosting in Europe

E-signature built into the workflow

Proven workflows

You don't build. You use what works.

Battle-tested best-practice workflows — ready, vetted, instantly usable. Need something specific? We tailor them with you. No building, no setup.

Best practice from day one

Workflows built by tax professionals — you start from the proven template, not a blank page.

Tailored together

Need a special case? We adjust the workflow with you — you never have to build it yourself.

Vetted & up to date

We maintain law changes and forms centrally — your workflows stay correct.

workflows / katalog Proven & vetted

CH→DE Pension · withholding taxProven & vetted Picked

1Personalien6 F

2Erwerbseinkommen tailored

3Wertschriften3 F

4Abzüge5 F

Tailored to your firm, together Ready to use

Pick from the catalog

🇨🇭→🇩🇪CH→DE Pension · withholding tax Use

🇨🇭→🇩🇪CH Dividend · withholding tax Use

🇩🇪DE Rental income · Anlage V Use

🇩🇪DE Private tax return, individual document collection Use

🇨🇭CH Real-estate capital gain Use

🇩🇪DE Exit tax · §6 AStG Use

🇨🇭→🇩🇪CH→DE Pension · withholding tax Use

🇨🇭→🇩🇪CH Dividend · withholding tax Use

🇩🇪DE Rental income · Anlage V Use

🇩🇪DE Private tax return, individual document collection Use

🇨🇭CH Real-estate capital gain Use

🇩🇪DE Exit tax · §6 AStG Use

Security & compliance

Built for what firms require

Client data must be protected. crosstax meets the standards tax firms expect.

Application and database in the EU

The database is stored in Ireland, the application runs in Frankfurt. Several service providers are US companies; data may reach the USA.

GDPR-compliant

Data processing, deletion policy and data-subject rights per GDPR — contractually assured.

Encrypted connections

Connections to crosstax are encrypted with HTTPS (TLS). No other firm sees your data; for support, NC Labs GmbH administrators can access an account, and every such access is logged.

Change log

Changes to cases and documents are logged. Firm staff can neither edit nor delete entries; when the firm erases a client's data, that person is pseudonymised in the log.

Google Cloud Vertex AI (EU)

This is where the AI processes your documents and details, for example to read values from uploads.

Google does not use your data for training (contractually agreed).

File storage locations

Your choice of Switzerland, Germany, Austria

Default for new firms, can be changed: Zurich (Switzerland)

Otherwise, for firms without a choice, and until a move: Ireland (EU)

Owners or admins of your firm choose the location while the firm is still empty (without files or cases); after that it changes only through a move carried out by crosstax; new files are stored at the location that applies to the firm: documents, generated PDFs, templates, logo and banner. They are also processed elsewhere; the privacy notice has the details.

Backup of the files and the database

Geneva for Zurich, Munich for Frankfurt, and a second data centre in Vienna

For each of these storage locations, a backup of the files is set up in the same country. For the files in the previous storage and for the database, a backup is set up in Germany (Munich).

The privacy notice names every service provider and its location.

Google Cloud Vertex AI (EU)

This is where the AI processes your documents and details, for example to read values from uploads.

Google does not use your data for training (contractually agreed).

The privacy notice names every service provider and its location.

View privacy & data-processing terms

Workflow catalog

Proven workflows. Ready to go.

Ready best-practice templates from day one — from withholding-tax reclaims to the Swiss tax return. Missing something? We add it together with you.

🇨🇭→🇩🇪 pension fund · Withholding-tax-at-source reclaim

Just about 5 min3 documents onlineThe AI pre-fills 7 fields from the documentsReviewed, not retyped.

Switzerland → Germany