The operating system for Swiss tax practices.
Fewer missed deadlines. Less client chasing. Clearer ownership.
Tax returns · Filing season 2025
Illustrative demo data
| Client | Tax year | Canton | Owner | Deadline | Status |
|---|---|---|---|---|---|
| Meier, Anna | 2025 | ZH | S. Keller | 31.03.2026 | In progress |
| Brunner Family | 2025 | ZG | A. Meier | 15.03.2026 | Waiting on client |
| Huber, Peter | 2025 | LU | T. Keller | 28.03.2026 | In review |
| Schmid, Monika | 2024 | BE | J. Müller | 30.09.2025 | Filed |
| Weber, Martin | 2025 | SZ | S. Keller | 22.03.2026 | Waiting on client |
Filing season
Waiting-on-client cases, tax year, canton, and owner sit in one practice view. Your team sees the bottleneck without opening another spreadsheet.
Explore the full workflow →Waiting on client · 7 open
Illustrative demo data
Brunner Family
2025 · ZG
Questionnaire incomplete
Weber, Martin
2025 · SZ
Salary statements missing
Keller Household
2025 · ZH
Pillar 3a confirmations
Three product-shaped workflows — not a feature checklist. Each view mirrors the chrome specialists use day to day.
01
Tax year, canton, status, owner, and deadline in one practice table — so waiting-on-client work and review bottlenecks surface before they become missed filings.
Practice · Tax returns
Illustrative| Client | Year | Canton | Status | Owner | Deadline | Waiting |
|---|---|---|---|---|---|---|
| Meier, Anna | 2025 | ZH | In progress | S. Keller | 31.03.2026 | — |
| Brunner Family | 2025 | ZG | Waiting on client | A. Meier | 15.03.2026 | Docs |
| Huber, Peter | 2025 | LU | In review | T. Keller | 28.03.2026 | — |
02
Send questionnaires by client type, track each requested file from requested through accepted, and keep answers tied to the return — not scattered across email threads.
Client intake · Questionnaire & documents
IllustrativeBrunner Family · 2025 ZH
Full-year questionnaire
03
Provisional bills, final assessments, and payment follow-ups stay linked to the same engagement — so post-filing work does not drift into a separate spreadsheet.
Tax bills & assessments
Illustrative| Client | Year | Document | Stage | Linked return |
|---|---|---|---|---|
| Meier, Anna | 2025 | Provisional Tax Bill | Client action | Open |
| Schmid, Monika | 2024 | Final Tax Assessment | Reviewed | Filed |
| Weber, Martin | 2025 | Definitive Tax Bill | Payment due | Filed |
See if TaxStream fits your practice
Walk through deadlines, portal intake, and filing workflow with your team structure in mind.
Canton-aware returns, assessments, extensions, and client collection in the same operating rhythm.
Every engagement is keyed to tax year and canton, with assignee and status visible in the practice view.
Track filing progress, extension requests, and tax bill status in one practice workflow — not bolted onto generic tasks.
Client-facing communication in German and English today. French and Italian locales planned.
Consultant, manager, director, and client views — so assistants, advisors, and partners see the work that matters to them.
Group related private clients for household-style workflows instead of treating every person as an isolated file.
Staff logins support multi-factor authentication. Implementation help and technical support from Switzerland.
Concrete practice capabilities. Coming soon stays secondary so you can evaluate today’s product honestly.
Track filing deadlines by tax year, canton, assignee, and status — so overdue and waiting-on-client work is visible early.
Follow each requested file through requested, received, under review, and accepted — fewer “did we get it?” threads.
Reuse firm questionnaire templates keyed to client type, then collect answers and attachments in the client portal.
Record and follow tax bills and assessments alongside the return — not in a separate spreadsheet.
Move work through preparation, review, final review, and sent-to-client stages with clear ownership on the engagement.
Message clients in context of an engagement — tied to the return and document work, not a disconnected inbox.
Carry forward recurring client information and checklists into the next tax year with less re-keying.
Distinct preparer and reviewer assignees with explicit sign-off steps on top of today’s stage workflow.
German and English client communication today; French and Italian questionnaire locales are on the roadmap.
Practical answers for buying and rollout — without invented timelines.
Swiss tax practices that want a structured client portal, filing workflow, and clearer responsibility across the team.
Firms that already feel deadline pressure, client chasing, and document chaos during filing season — especially with multiple specialists.
We support firms during setup and migration planning: firm configuration, roles, and portal access are established together.
DMS configuration (SharePoint or Google Drive on Pro) is handled during onboarding. Migration scope is planned with your practice — we do not assume a one-click data dump.
Annual plans for tax offices. What scales between plans is mainly client volume, specialist seats, DMS integration, messaging depth, and support level.
Starter
For smaller Swiss practices that want a structured client portal and filing workflow without DMS complexity yet — up to 20 clients and 2 specialists.
Pro
For growing offices that need unlimited seats, full DMS connection (SharePoint or Google Drive), deeper portal messaging, and priority Swiss support.
All plans are billed annually. Book a practice walkthrough to confirm fit, migration scope, and setup support for your firm.
Short answers Swiss tax practices usually ask before a walkthrough.
Yes. Workflows are designed around Swiss tax years, cantons, filings, bills, and client portal collection — not generic project management.
Each client receives their own secure login. From there they can view filings and tax bills, complete questionnaires, and upload documents.
Yes. Clients can add information and attachments in the questionnaire flow so your team receives structured answers with the related files.
On Pro, firms can connect SharePoint or Google Drive during onboarding so portal uploads stay aligned with the practice document store.
Yes. Staff accounts support multi-factor authentication (MFA). Client portal access uses secure logins for each taxpayer.
German and English are available today for client-facing communication. French and Italian questionnaire locales are on the roadmap.
We walk through firm setup, roles, portal access, and — where relevant — DMS connection and migration planning. Exact steps depend on your practice.
Plans scale mainly by client volume, number of specialists, DMS integration, messaging depth, and support level. Book a practice walkthrough to confirm fit.
Tell us about your firm and we’ll schedule a walkthrough — pricing fit, portal workflow, DMS options, and migration planning included.
Prefer email? hello@taxstream.ch
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