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Fiduciary & Accounting

Tax Data Collection (Individuals)

Clients capture tax data in a structured way and upload documents encrypted — you receive exportable data instead of 50 email attachments. Health costs are transmitted end-to-end encrypted.

Privacy compliant · Swiss hosting · End-to-end encrypted

Included fields

  • Personal details & civil status
  • Income
  • Assets
  • Deductions
  • Properties
  • Document uploads

How it works

1

Open template

Click 'Use template' to load the ready-made form into Formsly.

2

Customize

Adjust fields, labels, and settings to fit your needs in minutes.

3

Share & launch

Share the link, embed the form on your site, or send it via QR code.

Why Formsly?

Privacy compliant

Hosted exclusively in Switzerland. No data shared with third parties.

End-to-end encrypted

Optional: only you can read responses — not even us.

Live in minutes

No setup, no credit card. Open a template and start immediately.

Time saver

Ready-made templates instead of starting from scratch. Responses come in automatically.