New: the Swiss transparency-register registration workflow is live.
crosstax
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 letssign, hosted in Switzerland.

  • White-label under your brand. Logo, banner, colour, font, your own portal address; crosstax branding can be switched off.

  • GDPR, hosting in DE and CH. Storage in Germany and Switzerland, an audit log over every access.

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 partnership with ZEPF TAXESGDPR-compliantEU hosting (DE)Audit logEnd-to-end encryptedMade 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.
  • The interface in five 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.app/firms/muster-treuhand

Muster Treuhand AG

Example practice · Zug

DE
Example firm

Services

CH Tax declaration

1131

CH→DE Pension · withholding tax

33

CH Real-estate capital gain

66

+ 8 more workflows in the portal

11

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

5

languages in one interface: German, English, French, Italian, Spanish.

0

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
CH→DE Pension · withholding tax
CH Dividend · withholding tax
DE Rental income · Anlage V
DE Income tax declaration
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.

  • The interface in 5 languages

    Switchable in the middle of filling in. The questions themselves are written in 4: German, French, Italian, and English.

  • Just photograph documents

    On a phone the upload opens the camera directly. PDF, PNG and JPEG are accepted.

Your firm

  • Fewer follow-ups

    If a case stalls, crosstax reminds automatically — twice, 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

    An audit log over every access, and your data out in full as a ZIP whenever you want — audit trail as CSV included.

  • 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.

1

Share a workflow

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

2

AI reads & checks

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

3

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, GDPR-grade privacy, storage in Switzerland and Germany — connected to the systems your firm already uses for files.

crosstax
Microsoft 365
Proton Drive
Google Drive
Hetzner
AWS
Google Cloud
Microsoft Azure
Your own infrastructure

Live today: S3-compatible storage such as Hetzner (DE) and AWS. Microsoft 365, Proton, Google Drive and further connectors are set up together with you.

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.

🇨🇭 Swiss-hosted · SwissSign timestamps

Most e-signature services run on US servers (US CLOUD Act). crosstax signs in Switzerland.

E-signature powered byletssign.now

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. steuerboardcrosstax 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 · EU hosting
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

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.

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.

Fill time estimated from the number of questions that appear without a condition — not measured.

Coming soon

See all workflows

Evidence, not claims

One real voice — and a product you can check yourself

We have no wall of reviews, and we won't invent one. What we do have: our partner, who works with crosstax — and a firm you can actually click into.

„crosstax mirrors the calculation and the authority procedure exactly — every figure is traceable to its source. A real relief for my clients.“
Florian Zepf

Florian Zepf

Partner · ZEPF TAXES

ZEPF TAXES
Visit the example firm

Frequently asked

Clear answers

What exactly does crosstax do?

crosstax is a workflow platform for tax firms: smart forms, document upload, AI that reads the documents and names the source, automatic reminders and export in your format (CSV/Excel). Professional responsibility stays with you.

Is client data safe?

Yes. EU hosting, GDPR-compliant, strict per-firm isolation (row-level security), documents only via authenticated downloads — and an audit trail logs every change.

Does the AI replace my team?

No — it replaces the retyping. Every extracted value carries its source page and confidence and waits for human release. You review instead of typing.

Does it work with our practice software?

Exports are CSV and Excel files with freely mappable columns that importers like DATEV & co. accept. Webhooks are available for integrations.

How fast can we get started?

Sign up for free, ready-made templates from day one — the AI drafts custom workflows in minutes, and the first client link goes out the same day.

What does it cost?

crosstax is priced per firm, not per case — the plans are on the pricing page. For your clients it is free to use; the firm pays.

Can our clients handle it?

Yes. One question at a time, in their language, on their phone — documents are simply photographed instead of scanned.

Schedule a demo

See crosstax on your own cases.

30 minutes with the people behind crosstax. We will show you the workflows that fit your firm — and answer your questions.

Florian ZepfKlaus Fuchs

Florian Zepf · Klaus Fuchs

Partner · ZEPF TAXES · CTO · NC Labs

Prefer email? Write to klaus@nclabs.ch

We look forward to showing you the future of tax advisory.

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.

Start now