Finished the paperwork!
RoomTax optimizes the preparation of your tax returns.
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Simplify
your document transfers. Your customers will be able to send you their documents via a scan with the RoomTax application which completes the platform.
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Archive
tax returns for the current and previous years and find their returns as well as their personal information at any time.
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Communicate
quickly and efficiently with your customers through chat.
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Our mission
is to become a support for trustees as well as their clients and to facilitate the preparation of tax returns.
How it works ?
- The client collects his documents at any time
- He connects to the application
- He selects the document from the checklist made by the trustee.
- He scans it with his phone
- Once all the documents have been gathered, he/she can transmit them via the platform to his/her trustee.
Your advantages
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Everything on the cloud
Work with your customers and colleagues in real time. Whenever and wherever they are, the data will be transmitted.
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Save time
Work online with your customers simply and efficiently and thus spend more time on customer advice and other processes.
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Swiss Made Software
Your data is stored securely in Switzerland.
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Guaranteed security
Safety first ! Your data is stored in highly secure certified Swiss data centers and is backed up regularly.
