Winbiz Cloud was developed for Swiss fiduciaries by a company founded more than 30 years ago. Winbiz is used by more than 35,000 SMEs and 800 fiduciaries across Switzerland.
FIDUCIAIRE|SUISSE consists of fiduciary experts working mainly on behalf of SMEs and individuals. Its 12 regional divisions cover the whole of Switzerland and to date have more than 2100 members, including individuals and companies. Companies affiliated with FIDUCIAIRE|SUISSE employ a total of 8100 employees, including 750 apprentices.
Digital technology is changing the value chain across a number of industries and we are helping our fiduciaries partners to adjust to this new paradigm. For instance, we give fiduciaries the chance to diversify their revenue streams. By equipping your clients with Winbiz Cloud, you will be able to concentrate on the most complex operations, requiring significant levels of much sought-after expertise. The following options are available:
For example, it is easy for you to import your clients’ banking operations and to automate closing operations.
Your clients’ data will always be up to date. No need to exchange data with your clients via email or using a USB stick.
You and your client can work simultaneously on accounting dossiers.$ Operations delegated to the client
Simple operations can be delegated to the end client, leaving you to focus on the most complex operations.
Analyse the financial health of your clients’ companies using pre-determined reports (Profit accounts, notebook, bank statements, dashboards, etc.).
You can count the number of hours spent on a file in addition to generating the invoice automatically.
You can manage an unlimited number of accounting files using Winbiz.
Discover all the Winbiz features for fiduciaries and Agro fiduciaries.
Find the Winbiz fiduciares closest to your SME.
Winbiz Cloud is available from your office, at home and at your request, your fiduciary will also have access.
Your data are saved several times a day in a high-quality data centre in Switzerland.
No need to buy servers, or use backup solutions. Your software is always up-to-date.
The Winbiz program won us over with its simplicity and accessibility. As a fiduciary, it is important to also understand the functioning of the database, thus enabling better work data exports.