Collaborating online with your fiduciary: saving time and improving efficiency
Introduction
Exchanges between businesses and fiduciaries still often take place by email, telephone or postal mail. PDF documents sent in batches. Repeated requests for supporting documents. Back-and-forth exchanges that take time and generate errors.
Digital fiduciary collaboration changes this dynamic. It allows your accountant to access the data they need directly, when they need it. Your invoices, your payments, your VAT statements: everything is centralised on a fiduciary platform accessible in real time.
This digital communication does not replace your fiduciary's advice. It frees them from repetitive administrative tasks so they can focus on what really matters: supporting you in your strategic decisions.
For the entrepreneur, it means fewer interruptions and faster closings. For the fiduciary, it means less manual data entry and more reliable data. Whether you have already chosen to delegate your accounting or are still hesitating, this collaborative approach represents a concrete efficiency gain.
Here's how to implement this collaboration, which tools to use, and what benefits to expect for your business and your fiduciary.
📌 Summary (TL;DR)
Digital collaboration between businesses and fiduciaries enables direct client access to invoicing data, payments and VAT statements. This approach reduces repetitive exchanges, accelerates accounting closings and improves the quality of advice.
Access management tools, standardised exports and shared history facilitate this collaboration. Result: fewer interruptions for the entrepreneur, less data entry for the fiduciary, and a more efficient relationship.
📚 Table of contents
- Why digitalise the relationship between business and fiduciary?
- The main digital collaboration scenarios
- The tools and features that facilitate collaboration
- The concrete benefits for the entrepreneur
- The benefits for the fiduciary
- How to implement this digital collaboration?
- Frequently asked questions about digital collaboration
Why digitalise the relationship between business and fiduciary?
Email exchanges, paper documents and telephone calls slow down digital fiduciary collaboration. Each request for information requires a back-and-forth exchange, supporting documents accumulate, and transmission errors multiply.
Digital collaboration transforms this relationship: client access 24/7 to data, reduction of data entry errors, complete traceability of operations. For Swiss SMEs and self-employed individuals, this means less time wasted on administration and more responsiveness in financial decisions.
Digital tools do not replace the fiduciary's expertise, they make it more efficient by eliminating repetitive tasks.
The main digital collaboration scenarios
The modern fiduciary platform is built around four concrete use cases that transform the client-accountant relationship.
Each scenario addresses a specific need: transmitting accounting documents without delay, providing direct access to invoicing data, preparing VAT statements together, and monitoring cash flow in real time.
These situations occur daily in the management of Swiss SMEs. Digital communication radically simplifies them by removing administrative friction.
Real-time transmission of accounting documents
Rather than accumulating invoices and receipts to transmit them at the end of the month, digital collaboration enables continuous sharing of accounting documents.
With BePaid, each invoice issued is immediately accessible to the fiduciary via the dedicated client access. Accounting exports can be generated on demand, in standardised formats compatible with accounting software.
This real-time transmission avoids document accumulation, improves the fiduciary's responsiveness and accelerates monthly closings. No more need to scan or photograph piles of papers.
Direct access to invoicing data
The multi-user access principle transforms the relationship: your fiduciary directly consults your issued invoices, received payments and VAT status from the fiduciary platform.
This transparency eliminates repetitive email requests. No more need to send screenshots or manual listings. The fiduciary accesses information when they need it, without interrupting you.
BePaid allows you to configure read-only access with appropriate permissions. You maintain control whilst facilitating digital fiduciary collaboration.
Collaborative preparation of VAT statements
VAT statements become simpler when data is already structured in an invoicing platform. BePaid automatically calculates VAT by rate (8.1%, 3.8%, 2.6%) and generates detailed exports.
Your fiduciary accesses collected amounts, calculation bases and relevant invoices. They verify and validate data instead of manually reconstructing everything from disparate Excel files.
This digital communication reduces the risk of error and accelerates the preparation of quarterly statements. The time saved often translates into lower fees.
Shared monitoring of cash flow and unpaid invoices
Common visibility on payment status transforms financial advice. Your fiduciary sees in real time overdue invoices, sent reminders and recent receipts.
This shared vision enables them to assess the real financial health of your business and anticipate cash flow problems. Advice becomes more relevant because it is based on updated data.
With BePaid, monitoring of unpaid invoices and the history of automatic reminders are accessible to the fiduciary. They immediately understand your situation without lengthy explanations.
The tools and features that facilitate collaboration
An effective fiduciary platform rests on three technical pillars: access and permissions management, standardised accounting exports, and complete operation history.
These features are not gimmicks. They respond to the daily needs of entrepreneurs and their fiduciaries: security, compatibility with existing tools, traceability.
BePaid integrates these three dimensions into a simple interface, without complex technical configuration. The objective is to make digital fiduciary collaboration accessible to SMEs and self-employed individuals.
Access and permissions management
Giving client access to your fiduciary does not mean sharing your login credentials. Modern platforms allow you to create dedicated access with precise permissions.
You define what the fiduciary can consult: invoices only, or also clients and VAT reports. You can limit access to read-only or authorise certain specific actions.
This granular management guarantees the security of your data whilst facilitating collaboration. Each action is tracked and associated with an identified user.
Standardised accounting exports
Compatible export formats (CSV, Excel) eliminate manual re-entry. Your fiduciary directly imports your invoicing data into their accounting software, without risk of transcription error.
BePaid generates structured exports according to Swiss accounting standards: invoice number, date, client, amount excluding VAT, VAT by rate, amount including VAT. These files are immediately usable.
This standardisation accelerates accounting processing and reduces data entry costs. The time saved by your fiduciary is reflected in your fees.
Operation history and traceability
All actions are recorded: invoice creation, modification, sending, automatic reminders, received payments. This complete history offers total transparency for the entrepreneur and the fiduciary.
In case of a question about an invoice or payment, you immediately find out who did what and when. This traceability simplifies controls and facilitates the resolution of any disputes.
For the fiduciary, it is the assurance of working with reliable and auditable data. Digital communication becomes more fluid when information is accessible and verifiable.
The concrete benefits for the entrepreneur
Digital fiduciary collaboration transforms your daily life as an entrepreneur. Fewer administrative requests, accelerated accounting closings, more time for your core business.
These advantages are not theoretical. They are measured in hours saved each month, reduced stress during tax periods, better informed financial decisions.
With a platform like BePaid at 20 CHF/month, you equip your business with a tool that facilitates not only invoicing, but also the relationship with your fiduciary.
Fewer requests and interruptions
Your fiduciary finds the information themselves instead of contacting you by email or telephone. No more need to search for a specific invoice or manually compile a payment statement.
This autonomy reduces interruptions in your working day. You remain focused on your clients and projects whilst your fiduciary accesses the data they need.
Permanent client access transforms the relationship: your accountant becomes more autonomous, you become more available for your main activity.
Faster accounting closings
Continuously updated data means less catch-up work at the end of the period. Your fiduciary does not wait until the last day of the month to discover your invoices.
Monthly or annual closing accelerates considerably. Account production deadlines are reduced, you receive your financial statements more quickly.
This responsiveness improves the quality of advice: your fiduciary can alert you to a drop in turnover or a cash flow problem before it becomes critical.
The benefits for the fiduciary
Digitalisation also benefits fiduciaries: less manual data entry, more time for advice, better client satisfaction. This increased efficiency enables them to manage more files without sacrificing quality.
Modern fiduciary firms encourage their clients to use fiduciary platforms like BePaid. They know that digital collaboration improves their profitability and the value of their services.
A fiduciary who directly accesses invoicing data can focus on analysis and optimisation rather than on collection and data entry.
Reduction of data entry and verification time
Receiving data that is already structured and digitised radically changes the fiduciary's work. No more need to manually re-enter each invoice or decipher poor quality scanned documents.
Exports from BePaid contain all the necessary information in a usable format. The fiduciary imports, verifies consistency and moves directly to analysis.
This time saved on repetitive tasks is reinvested in value-added advice: tax optimisation, financial strategy, growth support.
Better quality of advice
Real-time access to data transforms the nature of advice. Your fiduciary bases their recommendations on updated information, not on data that is several weeks old.
They can anticipate cash flow problems by seeing unpaid invoices accumulate, suggest tax optimisations at the right time, or alert you to a margin drift.
This responsiveness strengthens the value of the fiduciary service. Digital fiduciary collaboration elevates the fiduciary from the role of accountant to that of true strategic partner.
How to implement this digital collaboration?
Moving from traditional collaboration to digital collaboration requires two simple steps: choosing a platform adapted to Swiss needs, then defining roles and access with your fiduciary.
This transition does not require any particular technical skills. Modern platforms are designed to be accessible to entrepreneurs and fiduciaries, whatever their digital proficiency.
The initial time investment is minimal, and the benefits are felt from the first few weeks. Digital communication quickly becomes the norm in your relationship with your accountant.
Choosing a suitable platform
The essential criteria: Swiss compliance with QR-invoices, multi-user management, standardised accounting exports, ease of use. Your fiduciary will appreciate a platform that generates clean and usable exports.
BePaid meets these requirements for 20 CHF/month: compliant QR-invoices, client access for your fiduciary, CSV and Excel exports, intuitive interface. The free version (10 invoices, 5 clients) allows you to test before committing.
A financially accessible platform makes digital fiduciary collaboration possible for all Swiss SMEs and self-employed individuals, not just large structures.
Defining roles and access
Discuss with your fiduciary to identify their precise needs: access to invoices only, or also to clients and VAT reports? Monthly consultation or permanent access? Which export formats do they prefer?
This conversation allows you to configure permissions optimally. Some fiduciaries prefer full read access, others are satisfied with automated monthly exports.
BePaid allows you to adjust these parameters easily. You can modify access at any time according to the evolution of your needs and your relationship with your accountant.
Frequently asked questions about digital collaboration
Does my fiduciary need to use specific software?
No. BePaid exports are standard files (CSV, Excel) compatible with all Swiss accounting software. Your fiduciary imports them into their usual tool.
Can I limit what my fiduciary can see?
Yes. You configure read-only access and choose the accessible sections: invoices, clients, reports. You maintain total control of permissions.
Does digital collaboration replace exchanges with my fiduciary?
No. It eliminates repetitive information requests, but strategic exchanges and advice remain essential. You save time on administration to focus on important decisions.
Digital collaboration between business and fiduciary is no longer a luxury, but a necessity to gain efficiency. By giving your accountant direct access to your invoicing data, you eliminate document exchanges by email, reduce the risk of error and accelerate accounting closings.
The benefits are concrete on both sides: you save time on repetitive requests and document searches, whilst your fiduciary can focus on advice rather than data entry. The key to success lies in choosing a platform that offers standardised exports, fine-grained permissions management and a complete operation history.
BePaid facilitates this collaboration through its accounting exports compatible with the main software used by Swiss fiduciaries. Your invoices, payments and reminders are centralised and accessible in a few clicks. Test BePaid for free and discover how to simplify your exchanges with your accountant.
