More capacity. Same team.
Custodos takes routine work off your firm, from correspondence with the authorities to year-end documentation. Client data is stored in Switzerland, and AI processing runs in the EU or Switzerland.
Practice life runs on a tight schedule.
Confidentiality, seasonal peaks and margin pressure: three reasons to use AI properly rather than not at all.
Confidential financial data
Your clients' balance sheets, salaries and tax records don't belong in public AI tools with unclear data use.
Seasonal peaks
Year-end and tax season push the team to its limit, and extra specialists are hard to find.
Margin pressure
Standard work comes under price pressure: efficiency decides how profitable each engagement is.
What fiduciary and tax advisory firms get done with Custodos.
Six tasks from daily practice, plus everything every company has to do: correspondence, minutes and research.
01Year-end documentation
Drafts for notes, explanations and management reports, based on the figures you provide.
02Tax clarifications
Query guidance, information sheets and internal practice notes: answers reference the documents you've added.
03Correspondence with authorities
Draft letters to tax authorities, social insurance bodies and insurers, precise and well-pitched.
04Payroll
Structure recurring questions on payroll, tax deductions and social insurance, as an agent for the whole team.
05Document & contract analysis
Have contracts, regulations and records summarised and checked for open points.
06Client onboarding
Assemble checklists and intake documents by legal form and industry, consistent for every new engagement.
- Roles & permissionsYou control centrally who sees which engagement, with an activity log.
- FoundationDesigned for the GDPR and the revFADP: your data is stored in Switzerland, AI processing runs in the EU or in Switzerland, as you choose. Inputs and documents are never used to train AI models.
Custodos provides the technical preconditions for handling your data confidentially. The legal assessment in each individual case remains with your organisation.
Documents & correspondence
Turn an incomplete set of documents into a draft that can be reviewed. Suitable for fiduciaries, tax advisers and many other service teams.
Start with a defined document set
This fictional case contains a cover letter and a document list. Personal data is not needed for the example. In actual use, first check authorisation and the suitability of the documents.
This is not automated bookkeeping or tax assessment. The task is preparation and organisation.
Keep missing information visible
Task: Summarise the status and draft a neutral follow-up. Do not invent deadlines, amounts or tax conclusions.
Compare every specific statement with the originals. A plausible draft can still miss information.
Open the example source
Example source: Cover letter for the example case. “Please find attached invoice 104 and the August bank statement. The receipt for entry 87 is still missing.” The accompanying document list does not specify a deadline.
Review first, then send it yourself
A responsible person checks completeness, recipient, confidential details and tone. They add only confirmed information and then send the message themselves.
Country-specific professional and data protection duties require separate assessment. The draft does not make a legal or tax decision.
Illustrative examples with fictional documents and prepared answers. No AI request runs here; actual output depends on the model, data and settings.
How your firm gets started.
- 01
Set up the workspace
Create the team, assign roles, connect SSO, without an IT project.
- 02
Add your templates
Add letter, report and year-end templates as the basis for agents.
- 03
Ease the season
The team starts with agents for the most common standard work.