🇨🇭→🇩🇪 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
Learn moreFounding price for firms that start by June 30, 2027 — the regular price applies afterwards.Founding price for firmsSee pricingPricingSalary certificate(s)Example view 
ZEPF TAXES Zürich 
Prefer email? Write to klaus@nclabs.ch
Prefer email? Write to klaus@nclabs.ch
The future of tax advisory — AI-enhanced, digital, efficient, trustworthy.
For firmsI advise clients — documents and answers should reach me digitally.For clientsI’m a client — my firm sent me a link.
Your choice:Austria
Not right?SwitzerlandGermany
Bring your firm into the AI era.
Your clients upload and sign online, the AI reads the documents, you decide.
- 17 ready-made workflows, live on day one.
- Application and database in the EU (Frankfurt and Ireland) — crosstax runs under your firm and your brand.
Your choice:Austria
Not right?SwitzerlandGermany
- 3×
- more clients in the same advisor time
- 90%
- fewer transfer errors
- 80%
- less time on data entry, per client
Confirmed by Florian Zepf, Zepf Taxes
- Employer
- Muster AG
- Net salary
- CHF 83'712
- Pension fund contribution
- CHF 5'760
How it works
Three steps, one place.
- 1
Your firm invites
A link from your own client page — clients need no account and no password.
- 2
Clients answer on their phone
Answer questions, photograph or upload documents, sign the power of attorney digitally — all in one place.
- 3
You review and decide
The AI reads the documents, every figure names its source; you accept what applies — with far fewer follow-up questions.
Documents by e‑mail, figures by hand?
That stops here. Your clients upload, the AI reads the documents, and you decide what counts.
- No retyping
- The AI reads the documents; company names come from Zefix and the German Handelsregister, in Switzerland the address and legal form too. Every figure it carries over names the document it came from.
- No chasing
- crosstax reminds your clients automatically about stalled questionnaires and requested documents — twice each, then it stops.
- 6 languages
- With crosstax you speak your clients’ language, even if not everyone on your team does.
- German
- French
- Italian
- English
- Spanish
- Romansh
- Your firm
- The portal page carries your logo and your colours. crosstax stays invisible.
- E‑signature included
- Legally compliant signing, right in the workflow, no printer.
The workflows
Ready-to-use workflows for your firm.
17 workflows are ready, every question written out in 6 languages (German, French, Italian, English, Spanish, and Romansh). You write none of them and translate nothing.
See every workflow in detail🇨🇭→🇩🇪 dividends · Swiss withholding tax reclaim
Just about 5 min2 documents onlineThe AI reads 4 values out of the documentsNothing gets retyped.
Switzerland → Germany
Learn more🇩🇪 Private tax return, individual document collection
Just about 10 min13 documents onlineThe AI pre-fills 5 fields from the documentsReviewed, not retyped.
Germany
Learn more🇨🇭 Private tax return, individual document collection
Just about 15 min36 documents onlineThe AI pre-fills 10 fields from the documentsReviewed, not retyped.
Switzerland
Learn more🇩🇪 Rental & leasing · Schedule V
Just about 10 min5 documents online9 sections lead through the caseNo e-mail loops.
Germany
Learn more🇩🇪 Exit Tax · § 6 AStG
Just about 5 min4 documents onlineThe AI pre-fills 4 fields from the documentsReviewed, not retyped.
Germany
Learn more🇨🇭 Real-Estate Capital-Gains Tax
Just about 5 min6 documents onlineThe AI pre-fills 3 fields from the documentsReviewed, not retyped.
Switzerland
Learn more🇨🇭 Transparency Register · Beneficial Owners
Just about 10 min7 documents onlineThe AI pre-fills 2 fields from the documentsReviewed, not retyped.
Switzerland
Learn more🇩🇪 Inheritance tax · Pre-intake
Just about 20 min21 documents onlineThe AI pre-fills 13 fields from the documentsReviewed, not retyped.
Germany
Learn more🇨🇭 Onboarding · Private individual
Just about 5 min4 documents online4 sections lead through the caseNo e-mail loops.
Switzerland
Learn more🇨🇭 Onboarding · Company
Just about 10 min7 documents online5 sections lead through the caseNo e-mail loops.
Switzerland
Learn more🇨🇭 Power of attorney · Private client
Just about 5 min1 document online2 sections lead through the caseNo e-mail loops.
Switzerland
Learn more🇨🇭 Power of attorney · Company with sole signature
Just about 5 min1 document online3 sections lead through the caseNo e-mail loops.
Switzerland
Learn more🇨🇭 Power of attorney · Company with joint signature
Just about 5 min1 document online4 sections lead through the caseNo e-mail loops.
Switzerland
Learn more🇩🇪 Power of attorney · Private client
Just about 5 min1 document online2 sections lead through the caseNo e-mail loops.
Germany
Learn more🇩🇪 Power of attorney · Company with sole signature
Just about 5 min1 document online3 sections lead through the caseNo e-mail loops.
Germany
Learn more🇩🇪 Power of attorney · Company with joint signature
Just about 10 min1 document online4 sections lead through the caseNo e-mail loops.
Germany
Learn moreFill time estimated from the number of questions that appear without a condition — not measured.
🇦🇹For Austria: “Employee tax assessment” is in preparation.
Not built yet — and we don’t show coverage that doesn’t exist. Talk to us: we’ll walk you through where it stands.
Talk to usAll 26 cantons — and the differences that really exist
Communes and the authority are on file for all 26 cantons, 2'110 communes in total. With the main form the equality ends — here is where:
1canton: we place the values into the official main form.
ZH
10cantons: the official main form is bundled, blank.
NW
SO
BL
SH
AI
SG
TG
VD
VS
JU
15cantons: no blank form is published — you get the ordered dossier and the direct route into the cantonal software.
BE
LU
UR
SZ
OW
GL
ZG
FR
BS
AR
GR
AG
TI
NE
GE
Features
What crosstax takes on for your firm
E-signature
Have powers of attorney and engagement terms filled in and signed via wesign.
Reading documents
Read values from documents, each with its page.
Sorting documents
Determine document types and make misfiled documents visible.
Document types
Every document type with its group, colour and example.
E-signature · Powers of attorneyCH Power of attorney · Private clientCH Power of attorney · Company with sole signatureDE Power of attorney · Private clientDE Power of attorney · Company with sole signatureCH Power of attorney · Company with joint signatureDE Power of attorney · Company with joint signature
The comparison
crosstax against e‑mail, Excel and paper.
The honest comparison is not with another piece of software, it is with what happens in most firms today.
| Property | Without crosstax | With crosstax |
|---|---|---|
| Documents land in the workflow, not in an inbox | Without crosstaxdoes not work | With crosstaxworks |
| The AI reads the documents | Without crosstaxdoes not work | With crosstaxworks |
| Every figure names its document | Without crosstaxdoes not work | With crosstaxworks |
| Reminders run by themselves | Without crosstaxdoes not work | With crosstaxworks |
| Your clients see your firm | Without crosstaxworks | With crosstaxworks |
| Your logo on the portal page and the questionnaire | Without crosstaxdoes not work | With crosstaxworks |
| Cost | Without crosstaxA lot of time spent on manual work | With crosstaxCosts moneyStart benefiting now See the prices |
Why pay when e‑mail is free?
Because retyping is not free, it is invisible: it gets paid for in hours of your licensed professionals, just not by invoice. How many hours that is depends on your firm — on the case load, the clients and the volume of documents. Weigh it against the price at your own hourly rate.
See the prices“crosstax stellt für uns eine signifikante Vereinfachung und Zeitersparnis dar. Wir arbeiten weit effizienter, da die mehrfachen Rückfragen beim Kunden grösstenteils entfallen.”Our translation from the German
“For us, crosstax represents a significant simplification and time saving. We work far more efficiently, as the repeated follow-up questions to the client are largely eliminated.”
In use at
Try it yourself.
Muster Treuhand AG is our example firm on crosstax — with its own portal page and forms you can fill in yourself.
No account, no sign-in. Muster Treuhand AG is made up — the software behind it is the real thing.
Signing is digital — no printer.
- Swiss Made Software
- E-signature powered by
Ready in minutes.
- 1Create an accountIn a few minutes — no payment details.
- 2Set up your firmAdd your logo and colours. crosstax runs under your firm and your brand.
- 3See the pricesClear tiers, founding price for good. We settle the plan together.
- 4Get goingOpen your first case and invite your clients.
Bring your firm into the AI era now.
Already have an account? Sign in
Security and trust
Where your data is kept, who sees it.
Only what is in operation: the locations, the signature, the log — and a firm that works with it.
- Application and database in the EU
- European AI: Google Cloud Vertex AI in the EUGoogle does not use your data for training (contractually agreed).
- Signing is digital via wesign — advanced electronic signature with timestamp, no printer.
- Changes to a case are logged — who, what, when.
- Each firm sees only its own cases — the separation is enforced in the database, not just in the interface.
- GDPR-compliant
- EU AI Act-aligned
- SOC 2 Type II hosting
Customer example
How ZEPF TAXES, Zürich, works with crosstax
Its own client page under its own domain, tax return, powers of attorney with e-signature, transparency register and onboarding — files are stored in Switzerland.
Read the customer exampleMore for firms: features, demo & comparison
Are you a client or private individual?Switch to the client view
Schedule a demo
See crosstax on your own cases.
30 minutes with the people behind crosstax. We show you on your own cases what crosstax would do for your firm — and answer your questions.
Klaus Fuchs
CTO · NC Labs
All fields are required except where optional is shown.
We look forward to showing you the future of tax advisory.
Photograph. Upload. Done.
Your tax firm sends you a link. You answer a few questions and photograph your receipts — your firm does the rest.
- No account, no password — your firm’s link is all you need.
- Encrypted, and only your firm sees your documents.
Your choice:Austria
Not right?SwitzerlandGermany
Upload documents
Photo or PDF — both work
“Salary certificate(s)”
Detected:Salary certificate
Confirm — done
“Employers & salary – please review”
Source: “Salary certificate(s)”
You check each value with one click. Then your firm takes over.
Three steps — then your firm takes over.
- 1
Open the link
Your firm sends you a personal link. No password needed.
- 2
Upload documents
Photo or PDF — you don't type anything.
- 3
Confirm — done
You check each value with one click. Then your firm takes over.
Example view
Photo or PDF — both work
Lohnausweis_2025.pdf
Detected:Salary certificate
Take a look first.
Open an example and click through it — exactly the way your firm would send it to you.
No account, no sign-in. Your answers stay on your device until you send them.
Learn now how AI workflows work with crosstax — for example 🇨🇭 Private tax return, individual document collection🇨🇭→🇩🇪 Pension · withholding tax🇨🇭→🇩🇪 Dividend · withholding tax🇩🇪 Private tax return, individual document collection🇩🇪 Rental income · Anlage V🇩🇪 Exit tax · §6 AStG🇨🇭 Real-estate capital gain🇨🇭 transparency register🇩🇪 inheritance tax · pre-intake🇨🇭 Onboarding · Private client🇨🇭 Onboarding · Company🇨🇭 Power of attorney · Private client🇨🇭 Power of attorney · Company with sole signature🇨🇭 Power of attorney · Company with joint signature🇩🇪 Power of attorney · Private client🇩🇪 Power of attorney · Company with sole signature🇩🇪 Power of attorney · Company with joint signature
Nothing is built for Austria yet — and we don’t show coverage that doesn’t exist. Tell us which one you need
See all examples- Phone or computer — you install nothing.
- Interface and questions in 6 languages: German, French, Italian, English, Spanish, and Romansh.
- Signing is digital — no printer.
Advanced e-signature with timestamp
- Swiss Made Software
- E-signature powered by
In use at
Your firm invites you.
You get the link directly from your tax firm.
Encrypted & hosted in EuropeOnly your firm has accessQuestions in German, French, Italian, English, Spanish, and Romansh
More for individuals
Your firm isn't on crosstax yet?Switch to the firm view
Your firm isn't with us yet?
Tell us which firm — we'll show them.
Give us your tax firm and how to reach you. We'll introduce crosstax there — no obligation.
Klaus Fuchs
CTO · NC Labs
All fields are required except where optional is shown.
We look forward to showing you the future of tax advisory.