Client portal
One link, no password
Each client receives a personal link and only sees their own file.
🇨🇭 Data hosted in Switzerland
Your clients’ documents, without endless chasing.
Payroll, bank, insurance, invoices: request documents per client and per financial year. Your clients upload by drag-and-drop or photo, with no password and no accounting knowledge. You see at once what is missing.
🔒 Encrypted connection
🙂 Face ID
FR · DE · IT · EN
Everything you need to receive documents on time
Designed for Swiss fiduciaries and their clients, in French, German, Italian and English.
Upload
Drag-and-drop or photo
PDF, JPG, PNG or HEIC from a computer or phone; the status changes to “Received” at once, then you accept the document or reject it with a reason the client receives.
Financial years
Per client and per year
Calendar or non-calendar year (2025/26), standard list in one click, year closing.
Open items
Shared open items list
Your year-end questions per client and per financial year: the client answers point by point and sends documents on their portal; PDF and Excel export for the final meeting.
Reminders
One-click reminders
Each client receives their list of missing documents and their link, in their language.
PDF
Document list as PDF
A clear document to print or send, in 4 languages.
Follow-up
Messages and notifications
Talk to your clients and be notified of every new document.
Team
Administrators and case managers
Rights per team member, e-mail invitations, fast lists even with thousands of clients.
E-mails
Sent from your address
Reminders and messages leave from your own mail server if you wish.
Security and trust
Accounting documents are confidential: Fiducio treats them that way.
Face ID and passkeys
Password-free sign-in with Face ID, Touch ID or Windows Hello, which cannot be phished.
Two-factor authentication
Authenticator app code and recovery codes for every account.
Encrypted connection
Encrypted exchanges (HTTPS), strict security headers, data stored outside the web root.
Encrypted daily backups
One backup per day at Infomaniak (by default), kept 7 days and encrypted.
Anti-robot protection
Cloudflare Turnstile protects sign-ins and registrations.
Strict separation
A firm never sees another firm’s data; a client only sees their own file.
Pricing
A simple subscription.
Solo Yearly
CHF 290.00 / year
- up to 10 clients
- up to 1 users
- All features
- Cancel any time, in two clicks
Cabinet Yearly
CHF 490.00 / year
- up to 50 clients
- up to 5 users
- All features
- Cancel any time, in two clicks
Pro Yearly
CHF 990.00 / year
- up to 200 clients
- up to 15 users
- All features
- Cancel any time, in two clicks
Frequently asked questions
Do my clients need to create an account?
No. Each client receives a personal link and uploads documents without a password. You can renew the link at any time.
Where is my data?
In Switzerland, at Infomaniak. A firm never sees another firm’s data.
How do I cancel?
In “Subscription”, in two clicks. Access stays open until the end of the paid period.
Is my data backed up?
Yes: an encrypted backup every day, kept 7 days. Also export your data regularly.
In which languages?
French, German, Italian and English, for you and your clients (e-mails and PDFs included).