The future of tax advisory — AI-enhanced, digital, efficient, trustworthy.
🇩🇪 Inheritance tax · Pre-intake
What disappears here: hunting for documents in your inbox, retyping figures, chasing three times. What remains: an orderly case — 19 documents exactly where they are needed, and 68 questions your clients answer themselves.
Takes just about 20 minutes — estimated from the number of questions, not measured.
You fill in the real workflow at the demo firm Muster Treuhand AG — no account, no sign-in. Your entries stay on your device until you submit them.
What you get out of it
Less handwork, more that can be checked.
- The AI fills in first
- The AI pre-fills 13 fields from your documents — you review instead of typing.
- Your clients answer for themselves
- Your clients answer 68 questions inside the workflow — not in an e-mail thread with you.
- Documents arrive in order
- The workflow collects 19 documents — each one where it is needed.
13
68
19
Reminders run by themselves — you do not chase by phone.
Every value the AI reads names the document it came from — checkable instead of taken on trust.
Signing happens without a printer.
The questions are written out in 4 languages: German, French, Italian, and English.
Today, and with crosstax
The same case, two ways.
Today: e-mail, Excel, paper
With crosstax
Documents arrive as attachments somebody has to file.
19 documents land straight in their place in the case.
Figures get retyped out of the document.
13 fields are already there — you review them.
If something is missing, you write an e-mail. Then another.
68 questions sit in the workflow; reminders run by themselves.
Signature: print, sign, scan.
Signing happens inside the workflow, without a printer.
Documents
What your clients bring along.
Every document is asked for where it is needed — with a note on whether it comes once or several times, and what the AI reads out of it.
Death certificate
Once · the AI reads 4 values
Identity card / ID of the deceased
Once
Marriage contract (if any)
Once
Will / inheritance contract
Once
Certificate of inheritance
Once
Will of the earlier deceased
Once
Inheritance tax return of the earlier deceased incl. annexes
Once
Inheritance tax assessment of the earlier deceased
Once
Land register extract(s) (agricultural and forestry assets)
Several times (e.g. per year) · the AI reads 4 values
… and 10 more documents — each at the point in the workflow where it is needed.
The path
How the case runs through.
Every section leads your clients step by step. What does not apply is not asked.
Is this the right workflow?
- I am an heir, a legatee or otherwise involved in the estate.
- 1
Your details & note
6 questions
- 2
Details of the deceased
9 questions · 3 documents
- 3
Notification & will
6 questions · 1 document
- 4
Heirs / acquirers
1 question
- 5
Legatees
2 questions
- 6
Certificate of inheritance & interests
7 questions · 4 documents
- 7
Safe-deposit box
3 questions
- 8
Details of the estate
23 questions · 9 documents
- 9
Estate liabilities & costs of death/estate
7 questions · 2 documents
- 10
Prior gifts
2 questions
- 11
Notification & remarks
2 questions
The next step
Try the workflow yourself — 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.
The whole catalogue
More workflows
Every workflow has its own page — with its figures, its documents and the try-it-without-an-account.
🇨🇭→🇩🇪 Pension · withholding tax
DE residents, Swiss 2nd pillar
10 questions · 3 documents
🇨🇭→🇩🇪 Dividend · withholding tax
DE residents, Swiss securities
8 questions · 2 documents
🇩🇪 Income tax declaration
Document collection with AI
15 questions · 5 documents
🇨🇭 Tax declaration
Federal + cantonal docs
87 questions · 31 documents
🇩🇪 Rental income · Anlage V
Rent, expenses, depreciation
45 questions · 5 documents
🇩🇪 Exit tax · §6 AStG
Shareholdings + valuations
9 questions · 4 documents
🇨🇭 Real-estate capital gain
Sale of a Swiss property
11 questions · 6 documents
🇨🇭 transparency register
Beneficial owners, TJPG
26 questions · 7 documents
🇨🇭 Onboarding · Private client
New-client request, approx. 5 min
9 questions · 2 documents
🇨🇭 Onboarding · Company
With commercial-register search, approx. 5 min
15 questions · 2 documents
🇨🇭→🇩🇪 3a payout · withholding tax
DE residents, pillar 3a
🇦🇹 Employee tax assessment
E1 document collection
🇫🇷 Income tax declaration
Annual, employees
🇮🇹 Modello 730
Annual, employees
🇪🇸 Annual tax return
Annual, residents
Frequently asked questions
Do clients need an account?+
No. Clients fill the workflow via a link — an account is optional and lets them upload further documents later.
Is the data secure?+
Yes. Encrypted in transit and at rest, hosted in the EU and Switzerland, GDPR-compliant and fully auditable.
How does the data reach my tax software?+
Export reviewed answers and documents as structured CSV/Excel — or submit them straight into the authority workflow.
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.