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For fiduciary firms

Your clients do their own bookkeeping. You see everything.

No folder arriving in March, no sending PDFs for the closing. Your client invites you, and you work in the same accounts – with your own login.

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What you get

All clients, one loginThe overview shows every company you’re registered with. The switcher is at the top.
The fiduciary rolePost entries, close the books, see salaries – what the role may do is fixed, not negotiated.Learn more → Journal, balance sheet, income statementDouble-entry based on the Swiss SME chart of accounts. Manual entries with audit log, reversal instead of deletion.Learn more → VAT from the entriesSFTA form items, turnover reconciliation, locked periods.Learn more → Payroll and salary certificatePayroll run, Form 11, AHV salary statement – if the client has the add-on.Learn more → Export, any timeEvery table as CSV, every document as PDF, the chart of accounts for your own software.Learn more →

How you get on board

  1. InvitationYour client invites you under “Users” with the fiduciary role.
  2. Your own loginYou set your password and set up the second factor.
  3. Get to workEvery further client who invites you appears in your overview.

Frequently asked

Can my fiduciary work with me?

Yes. You invite them under “Users” with the fiduciary role; they get their own login with a second factor and see all their client companies in one overview. Access is included in the subscription.

Can I bring over my existing data?

Yes. From bexio we bring over the whole financial year – contacts, journal, opening balances, customer and supplier invoices – first as a preview, then without duplicates. From other programs, customers come via CSV. How switching works →

All questions →

Bringing several clients to Buchify?

Write to us – we’ll do the switch from bexio together, client by client.

ContactSwitching from bexio