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For our clients

Upload documents securely

Send us your documents for your tax return, accounting or company formation conveniently and securely, without a user account and without email.

Go to upload View checklists

How it works

01

Prepare your documents

Gather your documents using the checklist. You can scan paper documents or photograph them legibly with your smartphone.

02

Open the upload

Click on «Upload documents». A secure upload window from our Swiss storage provider Infomaniak opens.

03

Upload files

Click on «Import files» and select your files. We check the documents and get in touch if anything is missing.

Secure upload

Your data stays in Switzerland. All uploads are stored on servers in Switzerland.

The transfer is encrypted. Uploaded files are visible only to our team.

Upload documents

Have you received a personal upload link from us? If so, please use that one.

Checklists

The following lists help you to gather your documents completely. Not every item applies to every situation.

Tax return for individuals
  • Tax return form or access details for the tax administration, and your last tax assessment
  • Salary certificates, pension and daily allowance statements
  • Bank and custody account statements and tax statements as at 31 December
  • Confirmations of pillar 3a contributions and pension fund buy-ins
  • Receipts for medical, further-education and childcare costs and for donations
  • For real estate: mortgage interest, maintenance costs and any rental income
  • In case of changes: details of marriage, birth, relocation or change of job
Accounting
  • Bank and credit card statements
  • Outgoing and incoming invoices
  • Receipts and expense vouchers
  • Contracts, for example rental, leasing and insurance contracts
  • Payroll documents and changes in staff
Company formation and company domicile
  • Copy of the passport or identity card of all persons involved
  • For existing companies: current extract from the commercial register
  • Short description of the business activity

Tips for uploading

File formats

PDF files are best. Photos (JPG, PNG) as well as Word and Excel files are also possible.

Clear file names

Please include your name, for example «Smith_SalaryCertificate_2026.pdf». This helps us to assign everything quickly.

Easy to read

For photos, make sure the lighting is good and the whole document is visible.

No passwords

Please do not send us passwords or PIN codes. If access is needed, we set it up together with you.

Prefer to do it in person? You are of course welcome to send your documents by post or bring them to our office in Kägiswil.

Frequently asked questions

Do I need a user account?

No. You open the upload link and upload the files directly. No account or software installation is required.

Who can see my files?

The uploaded files are visible only to our team. Other clients see neither your files nor the names of your documents.

Where is my uploaded data stored?

Exclusively on servers in Switzerland. We use the Swiss provider Infomaniak, whose data centres are located in Switzerland.

Why not simply by email?

Ordinary emails are not sufficiently protected for confidential documents such as salary certificates, bank statements or copies of ID. The upload is the more secure solution.

Can I submit further documents later?

Yes. You can use the upload again at any time to submit missing or new documents.