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ASK for Fiduciary, Tax & Audit

Every client's file, answered and kept apart.

Answer client questions from each client's own file, keep deadlines and missing documents in view, and keep every mandate with the people who work on it.

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ASK

Ask anything about your company…

Your team asks

  • What did we agree with Meier AG on the annual accounts?
  • Which documents are still missing for the Keller tax return?
  • Which VAT returns are due this month?

Answers come from

  • SharePoint
  • OneDrive
  • Outlook / Exchange
  • Microsoft Teams
  • Box
  • Egnyte
Illustration with sample data.

Permission-aware by design. Every answer for fiduciary, tax and audit firms comes only from what each person may open in the source systems, checked inside every search, before anything reaches the AI.

See how

What slows fiduciary, tax and audit firms down

  • Client documents arrive by e-mail, portal and post, and end up in different places.
  • Each client's material must stay with the people who work on that mandate.
  • Deadlines for tax returns, VAT and annual accounts are tracked by hand.
  • The same client questions take hours to answer every week.
  • Know-how sits with a few experienced people.

How ASK helps

Client questions, answered from the client's file

Ask about a client and ASK answers from that client's engagement letter, correspondence and working papers, with the source of every line.

  • Engagement letters and correspondence
  • Only the mandate team's files
  • Every line with its source
ASK

What did we agree with Meier AG on the 2025 annual accounts?

AI-generated answer, with sources

The draft accounts are due to Meier AG by 31 March, and they send the stock list by 15 February 1. The fee covers two review meetings 2.

  1. 1SharePointMeier AG engagement letter 2025
  2. 2OutlookMeier AG: annual accounts timeline
Illustration with sample data.

Deadlines and missing documents, every Monday

A Buddy lists the week's client deadlines and the documents still missing, from the lists and folders you choose.

  • Every Monday
  • VAT, tax returns and annual accounts
  • Reminders you approve
ASK inbox

This week's client deadlines

Deadline reminders

  • Müller GmbH: VAT return for Q3 due on Friday 1
  • Keller family: two bank statements still missing 2
  • Brand AG: draft annual accounts to the client on Thursday 1
  1. 1SharePointDeadline list 2026
  2. 2OutlookKeller: documents received
Illustration with sample data.

Document requests, drafted for you

ASK compares what a client sent with the checklist for the mandate and drafts the request for what is missing. It goes out only after your approval.

  • From the mandate's checklist
  • Written with AI, labelled as such
  • Sent only after you approve
Outlook

Keller family · tax return 2025

Reply draft

Thank you for the documents. To complete your 2025 tax return we still need the December statements for both bank accounts 1 and the pillar 3a certificate 2.

  1. 1SharePointKeller checklist 2025
  2. 2OutlookKeller: documents received

Waits for your approval

Illustration with sample data.

Across Fiduciary, Tax & Audit

Fiduciary

Accounting, payroll and annual accounts for many clients.

What gets in the way

  • Each client's documents arrive by e-mail, portal and post.
  • Month-end and year-end steps differ from client to client.

With ASK

  • Answers from each client's file, with sources.
  • Month-end and year-end checklists as workflows with approval steps.
  • Reminders for missing documents, drafted for your approval.
Book a demo for Fiduciary, Tax & Audit, Fiduciary

Tax advisory

Tax returns, VAT and advice for companies and private clients.

What gets in the way

  • Earlier advice and rulings are hard to find again.
  • Deadlines across clients and cantons pile up.

With ASK

  • Earlier memos and advice found by topic, with the colleagues who wrote them.
  • Deep research across your own memos, with citations.
  • A weekly list of deadlines from the files you choose.
Book a demo for Fiduciary, Tax & Audit, Tax advisory
ASK

Have we advised a client on moving a holding company to Lucerne?

AI-generated answer, with sources

Yes. A 2024 memo for Brand AG covers the move and its tax effects 1, and the ruling request went to the Lucerne tax office in May 2.

  1. 1SharePointMemo: Brand AG holding move
  2. 2OutlookBrand AG: ruling request
Illustration with sample data.

Audit

Audit teams working from working papers, checklists and manuals.

What gets in the way

  • Working papers from earlier years are spread across folders.
  • Audit material must stay with the engagement team.

With ASK

  • Earlier working papers and findings found in seconds, within the engagement team's access.
  • Answers from audit manuals and checklists, with the exact passage.
  • Open review points summarised for the team every week.
Book a demo for Fiduciary, Tax & Audit, Audit
ASK

Inventory count findings, 2024 and 2025

  • Working paper: Brand AG inventorySharePoint · 2025count differences below materiality
  • Management letter: Meier AGSharePoint · 2024recommend a second count in the warehouse
Illustration with sample data.

Questions your team can ask

  • What did we agree with Meier AG on the annual accounts?
  • Which documents are still missing for the Keller tax return?
  • Which VAT returns are due this month?
  • Have we advised a client on moving a holding company to Lucerne?
  • Summarise last year's management letter for Brand AG.

Agents, Buddies and workflows to start with

Ready-made templates come with ASK; the examples are built in minutes with the no-code builder. Anything that changes another system asks first.

  • BuddyReady-made template

    Contract dates

    Each month lists notice periods and renewal dates in a contract folder you choose, and sets reminders.

  • AgentReady-made template

    Invoice e-mail finder

    Finds invoices and payment reminders in your own mailbox and lists amounts, due dates and senders.

  • AgentReady-made template

    Compliance policy answers

    Answers questions from your compliance policies, with sources.

  • BuddyExample to build

    Client deadlines

    Every Monday lists the week's client deadlines and missing documents from the lists you choose.

  • WorkflowExample to build

    Year-end documents

    Checks a client's documents against the checklist and drafts the request for what is missing; sending asks first.

Works with the tools you use

ASK connects to 72 connector types, each with its permissions. These are the ones fiduciary, tax and audit firms use most.

  • SharePoint
  • OneDrive
  • Outlook / Exchange
  • Microsoft Teams
  • Box
  • Egnyte
  • SMB / CIFS network shares
  • Google Drive

Safe for every team

  • Permission-awareEach person sees only what they may open in the source.
  • Chats stay privateNo admin and no operator browses employees' chats.
  • Approvals firstChanges in other systems wait for approval.
  • Audit logSign-ins, admin changes and agent actions, append-only.
  • Labelled as AIEvery answer says it is AI and shows its sources.
How ASK handles security

See ASK for fiduciary, tax and audit firms

We walk through ASK with the questions your team asks, the tools you use, and what your admins control.

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