Templates

Professional Form Templates

Privacy-compliant templates for every use case — ready in minutes.

All Barbershop Clubs & Sports Education & Courses Education & Youth Events Feedback Fiduciary & Accounting General HR & Recruiting IT & Support Law Firm Legal & Compliance Marketing & Sales NGO & Associations Real Estate Veterinary Practice

5 templates

Fiduciary & Accounting

Fiduciary Client Intake

Structured first intake for new fiduciary clients — master data, scope of services and consent without media breaks.

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Fiduciary & Accounting

AML Identification (Form A/K, VSB 20)

KYC workflow for AMLA-subject fiduciaries: contracting party, beneficial owners (Form A per Art. 27 VSB 20) and controlling persons (Form K per Art. 20 VSB 20).

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Fiduciary & Accounting

Tax Data Collection (Individuals)

Structured collection of all documents and details for the personal income tax return — replaces the paper folder.

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Fiduciary & Accounting

Payroll Change Form

Standardised capture of payroll changes by SME clients — securely, not via email with AHV numbers in plain text.

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Fiduciary & Accounting

Year-End Closing Checklist

Structured collection of all year-end documents per financial year — with upload slots and management sign-off.

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