Our Micro-Services

Production-ready services delivered securely from servers in Switzerland or deployed on-premise on your infrastructure

Your operations teams might be spending more time than you think doing low-value tasks like "copy-pasting" data from PDFs to Excel, logging into online data rooms to download the latest documents or sending out (and tracking) multitudes of data requests.
If so, then our "ready-to-go" cloud services (on-premise deployment also possible) might be for you.

PDF Extractor

Let the Extractor analyse all those PDFs and provide you with a finished Excel report with all the data you need. No more "copy-paste"! US federal forms 1065-K1, 1042-S and 8805 are supported as well as a majority of the US states. Financial statements and other PDFs can be supported on demand, just ask us.

Downloader

Let the Downloader automatically fetch the documents referenced in those Web Portal mails you keep receiving (e.g. from Sungard, Intralinks, etc.). No more looking for passwords for the login, answering challenges and waiting for the download to start.

Filler

You have data in Excel and need to fill-in US forms BEN-E, IMY or other forms? No problem - let the Filler automatically produce the forms for you. Custom data plausibility checks can be easily incorporated to ensure the correctness of the data.

Collector

Let the Collector make your data requests for you. It will send out personalized data request mails, provide your clients with a simple to use data room for uploads and follow-up missing data automatically when necessary.

Calculator

You have the tax data in e.g. Lux GAAP and need it in German GAAP instead? No problem - let the Calculator do the transformation for you.

About

We, the founders, are professionals with a combined total of over 40 years of experience in the tax and technology areas

Up to now you managed to deal with the workload but as you have successfully grown and the regulatory reporting requirements are increasing all the time, your ad-hoc manual processes and lack of automation are starting to hinder further growth.
We can help you in structuring and implementing (and preferably automating) tax compliance processes in the private markets or similar areas to free your resources from tedious repetitive work and allow you to keep growing.

Tax meets IT