Fiduciaries
Your clients' deadlines, under control.
VAT, year-end closings and payroll: Learnya prepares, checks and reminds. You keep the decision and the signature.
A client's year
Every deadline, right on time.
- Every monthPayrollPayslips prepared and checked.
- Every quarterVATReturn prepared from the supporting documents.
- SpringYear-end closingDocuments, checks and closing notes.
- Before the deadlineTaxesA file and reminders for each client.
Features
Matters, under control.
VAT
VAT returns
Preparing and checking statements from the client's documents.
Year-end closings
Annual closings
Checklists, missing documents and file notes.
Payroll
Payroll
Payslips and deadlines prepared every month.
Clients
One folder per client
Documents, correspondence and deadlines gathered and dated.
In practice
A client's year-end closing, with no forgotten reminders.
A fiduciary firm prepares an SME's annual closing.
- 01
Documents
Learnya lists the documents received and those still missing.
- 02
Follow-ups
Requests for missing documents go to the client, after your approval.
- 03
Checks
Entries are checked against your checklist.
- 04
File
Closing notes and documents are filed in the client's file.
Your framework
Documents, retention and due diligence.
What the law says
- Art. 958f COAccounting books and records must be kept for ten years.
- AMLAFinancial intermediaries have due diligence and documentation obligations.
- Art. 8 FADPClient data must be protected by measures appropriate to the risk.
What Learnya does
- Hosting and processing in Switzerland, or on your own servers
- Documents filed by client and financial year in Drive
- Audit log of every view and every action
- Approval before any sending, publishing or deletion
Reference points to assess your use, not legal advice.
Fiduciaries
Let's talk about your practice.
A demo on your real cases, with an expert from your industry.