More clients. Less manual routine.
Proven, vetted workflows — not DIY. The AI reads documents, follows up with clients and exports straight into your tax software — you stay the expert.
While other firms are still typing it in by hand.
Schedule a demoCHF 30’852
Reclaimable withholding tax — calculated automatically.
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 value cited to its source page, confirmed by you.
Export structured
Checked data flows into your format (CSV/Excel) or straight into the authority process. You stay the expert.
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.
3×
more clients handled in parallel — without extra staff.
Your gain vs. manual
Instead of chasing every document by hand.
80%
fewer mistakes thanks to AI review — every figure checked against its source (page + document).
Your gain vs. manual
Instead of blind retyping.
60%
faster from first request to delivery.
Your gain vs. manual
Instead of days of back-and-forth.
Traceable AI
AI advisors trust — because every figure names its source.
Every auto-detected value comes with its source document, page and confidence. Nothing is applied silently — you confirm.
Source citation
Which document and page the figure was read from.
Confidence signal
Green = confident, yellow = please check — colour follows certainty.
Proposal, not fact
Every extraction is a proposal you confirm with 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.
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.
Most e-signature services run on US servers (US CLOUD Act). crosstax signs in Switzerland.
Advisor stays in control. Client feels well looked-after.
Comparison
Why crosstax instead of manual work?
The same intake, extraction and follow-up — in a fraction of the time, with no copy-paste between tools.
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.
Full audit log. Re-extract on demand. Nothing is sent without your sign-off.
Real example · CH→DE pension reclaim
Withholding tax
CHF 12'450
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.
Pick from the catalog
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.
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.
CH→DE Pension · withholding tax
Live at Zepf Taxes🇨🇭→🇩🇪CH Dividend · withholding tax
Available🇩🇪DE Income tax declaration
Available🇨🇭CH Tax declaration
Available🇩🇪DE Rental income · Anlage V
Available🇩🇪DE Exit tax · §6 AStG
Available🇨🇭CH Real-estate capital gain
AvailableCH 3a payout · withholding tax
SoonAT Employee tax assessment
SoonFR Income tax declaration
SoonIT Modello 730
SoonES Annual tax return
Soon„crosstax mirrors the calculation and the authority procedure exactly — every figure is traceable to its source. A real relief for my clients.“
Florian Zepf
Partner · Zepf Taxes
Frequently asked
Clear answers
What exactly does crosstax do?
crosstax is a workflow platform for firms: smart forms, document upload, AI extraction with page-level citations, 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 free during the pilot phase. Pricing will be announced before anything is charged — you will never be billed unannounced.
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 Zepf · Klaus Fuchs
Partner · Zepf Taxes · CTO · NC Labs
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.