easydoo: Your perfect partner for the organisation of your fiduciary dossiers!

The Swiss SaaS solution for the digitalisation of your fiduciary dossier and the organisation of your associated administrative processes.

Checklist

Jonglieren mit Aufgaben macht Stress? Entdecken Sie Lösungen bei [easydoo].

What do we offer? An all-in-one tool!

Are you a fiduciary company looking for a comprehensive solution to organise your work and collaborate seamlessly with your clients? Look no further - easydoo is your perfect Swiss SaaS platform for the uncomplicated and professional digitalisation of your internal processes and collaboration with clients. We are your reliable partner for optimising your fiduciary services.

Why easydoo?

Efficient organisation of work

With easydoo, you can organise your internal workflows and processes efficiently and ensure that tasks, documents and decisions are coordinated and documented smoothly.

Seamless collaboration

Our tool offers a seamless collaboration platform where you can clarify questions with your customers, communicate via chat, exchange documents and make decisions together.

Optimised for trust companies

Regardless of whether you need to organise fiduciary services, tax advice or other specialised services. Our tool is designed to support your work efficiently.

Client collaboration

Our platform enables smooth collaboration with your customers to share information, clarify questions and make decisions together, resulting in better customer service.

Comprehensive analyses

You gain comprehensive insights into your workflows and customer interactions to increase efficiency and continuously improve the quality of your services.

How Treuhand Hohl AG uses easydoo to achieve security and relaxation in the face of a flood of information.

Our client's challenge:

Simple and transparent mapping of recurring tasks and work, with the aim of gaining an overview of the tasks and work still to be completed at all times. - Within the entire team. Internal communication platform and management of a digital pending list.

The solution with easydoo:

Introduction of customised workflows that correspond to the processes of Treuhand Hohl AG. Tasks can be supplemented with tags, dates or keywords - for a better overview and visibility. The pending list is created.

In the meantime, I have developed a real easydoo ambition and would like to use easydoo as a tool and method for other processes in my company. The proximity to easydoo allows me to make and tackle further optimisation requests - the expansion of easydoo is certain.

Roger Hadorn

Owner of Treuhand Hohl AG

Our tool can be customised to suit your process and your needs.

Contact us for a free consultation and tell us about your company's problem. We will solve it!

Successfully digitising processes

If you decide to digitise one or more processes, there are a few things to consider to ensure that the project does not fail. However, this is particularly important when digitising your core business! What needs to be taken into account to ensure that the new working method is accepted by the team and that your service to your clients is guaranteed without interruption? Find out more about this topic and order our 5-step checklist.