Abacus for fiduciaries

Abacus for fiduciaries —
efficiency from experience.

As experienced fiduciaries we know the daily challenges in accounting, payroll and client management first-hand. With our Abacus Ambassador status we combine that practical know-how with modern technology — solutions that speed up processes, minimise errors and move your fiduciary firm forward digitally.

Abacus for fiduciaries — digital solutions for fiduciary firms
Abacus Ambassador Partner
Fiduciary practice since 1946
8+ modules from one partner
Feature scope

Your benefits with Abacus for fiduciaries.

Eight building blocks that make your fiduciary processes digital, connected and faster — from financial accounting to mobile receipt capture.

01

Treuhand ERP

Your complete fiduciary solution in one system: financial accounting, payroll, payables and receivables, VAT, client management and reporting — all seamlessly integrated.

02

AbaPlato

Keep all deadlines, tasks, documents and client info in hand. With AbaPlato you steer your client and engagement management efficiently and transparently — no searching, no chaos.

03

Treuhandportal

Work with your clients more easily than ever: exchange documents, share reports, coordinate tasks — securely and accessible at any time.

04

DeepCloud

Process and archive digital receipts directly in the cloud. Thanks to AI your receipts are recognised, classified and posted automatically — saving you a lot of time.

05

AbaWeb

Access your accounting, payroll and order processing from anywhere. Securely hosted in Switzerland — perfect for working with your clients.

06

AbaCliK

Capture expenses and receipts mobile in seconds: take a photo, upload — and Abacus does the rest.

07

Swiss21 — AbaNinja

The smart business software for micro-companies and start-ups. Ideal when your clients start small and want to grow into Abacus later without trouble.

08

Hoop

Found companies or report HR changes quickly and fully digital. Simple, legally compliant and without paperwork.

The digital overview

Treuhandportal & Treuhandcockpit.

With Treuhandportal you collaborate seamlessly with your clients — exchange documents, share reports, coordinate tasks. In Treuhandcockpit you have all KPIs, deadlines and open tasks at a glance. That way you steer your firm efficiently, transparently and proactively.

Client retention

Through a customisable portal.

Abacus's Treuhandportal takes your fiduciary processes to the next level: customisable, secure and available at any time. You give your clients a modern digital service that creates transparency, simplifies collaboration and delivers real added value — all in one central place.

Abacus Treuhandportal — customisable client portal with dashboard, contacts, agenda, approvals and activities
Approach

From analysis to action.

We start with a current-state analysis: which systems and processes are you already using, and where is there optimisation potential? With targeted change management we create acceptance and motivation — so new tools and ways of working actually succeed in everyday use.

01
Current-state analysis

Which systems and processes are you using already? Where does the optimisation potential lie?

02
Configuration

Modules, workflows and interfaces are configured tailored to your fiduciary firm.

03
Migration & training

Master data and engagements are migrated, your team trained hands-on.

04
Operation & optimisation

We accompany the go-live actively and adjust processes once daily operations are running.

Ready for the next step?From analysis to action.

We start with a current-state analysis: which systems and processes are you using already, and where is there optimisation potential? It's not just about technology, but also about taking your team with you. With targeted change management we create acceptance and motivation, so new tools and ways of working actually succeed in everyday use.

Let's talk
Analysis — current-state analysis, system review and process optimisation with Aeberli Digital