Fiduciaries & accounting firms
You serve many clients – but documents arrive late, incomplete and across five different channels.
“The real work only starts once the documents are finally complete.”
Typical fiduciary reality
- Documents arrive late, incomplete and via WhatsApp, email and paper
- Constantly chasing clients costs time you cannot bill
- Sensitive client data in insecure email attachments – a privacy headache
- Your clients collect documents in ELVIDA and share them with you in a structured way – one place instead of five channels
- Life areas, full-text and OCR search: documents are sorted and findable before they reach you
- A secure exchange platform hosted in Switzerland – privacy-first; you and your clients decide what is shared
What you gain
- Less chasing: complete documents mean more billable hours
- Stronger client loyalty: you offer a digital edge, not just accounting
- More security: no loose document exchange by email, but a privacy-compliant platform
How to roll out ELVIDA with your clients
From collecting receipts to a complete handover in a few steps – without an IT project.
- 1
Recommend
You recommend ELVIDA to your clients as a shared workspace.
- 2
Set up
Clients collect documents in life areas continuously – all year round.
- 3
Share
Documents are shared securely with you – structured and complete.
- 4
Close
You work with clean files instead of loose receipts – no hunting around.
Efficiency, loyalty, security
Efficiency
Complete documents from day one.
No more chasing and document chaos – your clients deliver in a structured way.
Work more efficientlyLoyalty
Digital value for your clients.
You offer more than accounting – a platform your clients use all year long.
Delight your clientsSecurity
Privacy that convinces.
Sensitive documents via a privacy-compliant platform hosted in Switzerland – not as email attachments.
Exchange securelyFiduciary work with less document chaos
Try for free – test ELVIDA before recommending it to your clients.
Get startedHosted in Switzerland · Swiss-style privacy · You and your clients decide what is shared
Quick look
Overview, life areas, shared documents.
Quick questions
What does ELVIDA cost for my clients?
Your clients start for free and use ELVIDA for their private administration. The platform is built for individuals – you benefit from receiving structured documents. See the pricing page for details.
How do my clients share documents with me?
Your clients collect documents in ELVIDA and selectively share the relevant ones with you – securely and traceably. They stay in control of what is shared.
What about data privacy?
ELVIDA is hosted in Switzerland and works in a privacy-first way. Sensitive client data flows through a secure platform instead of loose email attachments. See the security page for details.
Does ELVIDA replace my fiduciary software?
No. ELVIDA is the exchange and collection platform between you and your clients – not your accounting or year-end software. It ensures you receive complete, sorted documents to then continue working with in your own tools.
Ready to take the load off your clients?
Start for free – test ELVIDA and recommend it to your clients as a shared platform.