Accounting software for fiduciaries in Switzerland

Q: How many client mandates can I manage simultaneously?

There is no limit to the number of mandates in Neoffice. Each mandate is an isolated environment: data is never mixed between clients. You can assign distinct access rights per mandate — some staff members only access a subset of your clients.

Q: Does Neoffice handle both Swiss VAT methods (standard and flat-rate)?

Yes. For each client mandate you define the applicable method. The VAT return is generated automatically at the due date (quarterly or semi-annually) and can be exported in the format expected by the FTA. Switching methods mid-financial year is supported.

Q: Is the Swiss SME chart of accounts provided by default?

Yes. Neoffice includes the Swiss SME chart of accounts (Swiss GAAP FER or NPP standard, depending on the mandate). It can be adapted to each client's structure without affecting other mandates.

Q: Where is my clients' data hosted?

Data is hosted exclusively in Switzerland, on servers compliant with the nFADP (new Federal Act on Data Protection). No transfer to a third country takes place. A data processing agreement is available on request.

Swiss fiduciaries juggle dozens of mandates daily, tight VAT deadlines and year-end closings under pressure. Neoffice centralises accounting, invoicing and payroll management in a single multi-mandate tool — each client sees only their own data, while you maintain the overall view.

Day-to-day without the right tool

What slows fiduciaries down today

Sans Neoffice

Juggling between multiple software packages or Excel files to manage client mandates

Re-entering data with every context switch, with the risk of errors

Preparing VAT returns (standard or flat-rate method) manually for each client

Granting client access without exposing other mandates' data

Consolidating scattered accounting documents (emails, PDFs, scans) before each year-end closing

Modules essentiels

Ce que Neoffice fait pour vous

Accounting & Finance

Swiss SME chart of accounts, automated VAT, CAMT.053/054 bank reconciliation and complete financial reports. Multi-company accounting integrated into your ERP.

Swiss Compliance

SwissDec, SIX QR invoices, EBICS banking and standard Swiss formats. All Swiss regulatory requirements natively integrated into your ERP.

Invoicing & Subscriptions

SIX-compliant QR invoices, recurring invoices, subscriptions, automatic reminders and bank reconciliation. All your Swiss invoicing in a single tool.

Human Resources & Payroll

Employee records, leave, time tracking and complete Swiss payroll. AHV, BVG, UVG, withholding tax, SwissDec and cantonal public holidays — all integrated into your ERP.

Neoffice provides a multi-mandate workspace: each client has their own isolated accounting environment, accessible by the trustee's staff with the appropriate rights. The Swiss SME chart of accounts (SME/NPP) comes pre-configured; VAT returns — both the standard method and the net tax debt rate (flat-rate method) — are generated in a few clicks and can be exported in the FTA format.

The payroll module handles all Swiss statutory deductions (AVS/AI/APG/AC, LPP, LAA, LAAC, IJM) and produces compliant salary certificates. At year-end closing, the system provides a guided closing wizard with automatic reconciliation of balance sheet accounts. Supporting documents are attached directly to each journal entry — no more searching for a 2022 email during a tax audit.

Questions fréquentes — Accounting software for fiduciaries

How many client mandates can I manage simultaneously?

Does Neoffice handle both Swiss VAT methods (standard and flat-rate)?

Is the Swiss SME chart of accounts provided by default?

Where is my clients' data hosted?

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Une solution pour les Fiduciaries ?

Discutez avec Nora, notre assistante IA, pour découvrir comment Neoffice s'adapte à votre activité.

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