Fiduciaries

For fiduciaries and accountants who follow several companies in To Bill. The cockpit, at cockpit.tobill.ch, brings together your mandates, what is waiting in each one and your team’s work.

New to it? Read The fiduciary cockpit, then Add and track your mandates and Your firm’s team.

• The fiduciary cockpit Follow all your mandates from a single screen, see what is waiting and open each client’s books.
• Add and track your mandates Create a client’s company or invite the client to link theirs, assign each mandate and understand what you can see in it.
• The To do list and your firm’s tasks See in one list everything waiting in your mandates, open each item on the right screen and share out the work as tasks.
• Working in a mandate’s books Read the state of a client’s books in the cockpit, open their company in To Bill on the right screen and set their payroll deadlines.
• Turn on a client’s accounting Open a client’s books from the cockpit, with the same wizard the client uses, on their behalf.
• Export the books and the VAT file Download the entries of one or several mandates for Banana, Abacus, Crésus or WinBIZ, and the VAT return as an eCH-0217 file for the FTA portal.
• The fiduciary copilot Get a mandate’s monthly summary in one click, drawn from its books, with what changed, what looks wrong and what is coming up.
• Ask a client for missing receipts List the month’s transactions without a receipt, review the prepared message and send it to your client.
• Your clients’ profit appropriation and withholding tax Follow in the cockpit the decision on each client company’s profit, then the withholding tax return to the FTA within 30 days.
• Your firm’s team Invite your colleagues, give each one the right role and choose who looks after which mandate.