One space per client
Each client sees their own file and nothing else. No guessable link, no share open to anyone who has the address.
Ask for and receive a client's documents without attachments or public links.
The firm says what it needs, the client uploads, the system chases. Nobody sends a payslip as an attachment any more.
Status : In preparation. It deliberately overlaps the files module of the sovereign workspace, with a clear line: this one is for outside parties, that one is for staff. Sheet updated 11 September 2026.
The problem is not storage, it is the chasing
Payslips, tax returns and tenancy files travel today by email and through foreign transfer services. That is the most ordinary weakness in the sector, and the best documented.
But a firm that changes transfer service has fixed only half of it. The other half, the half that actually costs money, is the time spent reminding people who has not sent what. Nobody is billed for that time.
A portal that only stores is therefore useless. It has to hold the list of what is missing, and move it along on its own.
Who it is for
- Fiduciaries and tax advisers
- Law firms and notaries
- Property managers
- Recruitment firms
- Insurance brokers
How it works
The firm asks, the system pursues.
The list of expected documents is the central object. Uploading is only a consequence of it, and chasing is what drives it.
List of expected documents
The firm ticks what it needs, the client sees what is missing, and both sides look at the same state of play.
Automatic reminders
Spaced reminders, stopped on receipt, with an alert to the firm when a missing document is about to breach a deadline. This is the function that saves time, not the storage.
The phone as a scanner
The client photographs a receipt, the app straightens the page and produces a readable document. That is how documents actually arrive.
Retention decided up front
Each type of document gets its retention period when the file is opened, not on the day somebody notices everything is still there.
Proof of deposit
The client receives timestamped proof of what was handed over and when. That ends arguments about a document supposedly sent.
Platforms
Limits
What this software will not do.
A counter is a door, not a vault. It carries and it tracks, it does not archive in the legal sense.
- It does not keep documents under the accounting obligation. That is the job of the audit-proof vault.
- It does not replace the firm's internal workspace.
- It does not sign documents and is not meant to: Swiss providers already do that well.
- It does not check whether a deposited document is valid.
Frequent questions
Counter
Does the client have to create an account?
Not for a one-off upload: a named, time-limited link is enough. A regular client is better off with a permanent account, which gives them the history of what they have already handed over.
Where do the documents travel?
On Swiss infrastructure only. No foreign transfer service is involved anywhere in the chain, notifications included.
Can it be used for matters under professional secrecy?
That is the intended use. The question to ask any provider is what rights the operator holds over the content, and the answer belongs in the contract rather than on a presentation page.
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