For fiduciary offices

Your clients trust you with everything. Your tools should beworthy of that.

Manage mandate documents, exchange sensitive client files, and meet your compliance obligations – securely, efficiently, and all from one Swiss-hosted platform.

The reality

The security challenges fiduciaries can't afford to ignore

Managing client mandates means handling sensitive financial data across dozens of touchpoints – from document collection to delivery of annual accounts. Regulatory obligations are tightening, and the tools most offices rely on to manage and exchange that data weren't built for the trust that mandate work demands.

Sensitive mandatedocuments sent byemail

Tax returns, payroll records, and annual financial statements are still exchanged via email in many fiduciary offices. Each unencrypted exchange is a compliance risk, and a quiet erosion of the discretion your clients expect as standard.

No single place to manage client dossiers

Client dossiers spread across email threads, shared folders, and accounting platforms create gaps that are hard to close. The result is incomplete audit trails, inconsistent access control, and a compliance headache at every review.

GDPR, OR retention rules, and professional secrecy – all at once

Swiss fiduciaries operate under GDPR for personal data, OR retention requirements for financial records, and professional secrecy obligations that govern how client information is handled and stored. Meeting all three simultaneously with manual, paper-based workflows is becoming structurally unsustainable.

Built for fiduciaries

One platform. Four modules. Every mandate workflow covered.

SecureSafe is modular by design. Whether you start with secure client document exchange or structured mandate dossier management, every module runs on the same certified, Swiss hosted infrastructure.

Files

One secure place for every client dossier your office manages

Store client dossiers, tax records, and compliance documentation in encrypted, permission-controlled safes – organised by mandate, accessible to the right team members, and invisible to everyone else.

  • Client dossier management
  • Tax record retention
  • Compliance document storage

Pass

Manage credentials across your office with zero third-party access

Give your team the freedom to focus on what they do best:managing client mandates, not chasing down passwords. With SecureSafe, you manage access data centrally, and maintain complete activity logs for regulatory reviews, without any credential ever leaving your control.

  • Mandate team credential management
  • Share access without exposing passwords
  • Keep full control, even as teams and roles change

Exchange

Collect and exchange mandate documents without the compliance risk

Exchange tax documents, payroll records, and annual financial statements with clients through encrypted channels. No account creation needed on client-side, and with completeness checks to ensure nothing is missing.

  • Tax return document collection
  • Payroll record exchange
  • Annual financial statement delivery

Postbox

Replace paper-based document delivery with a legally compliant digital alternative

Send mandate documents at scale without paper, postage, or compliance risk. Once delivered, documents belong to the client and can't be altered.

  • Annual accounts delivery
  • Tax assessment dispatch
  • Mandate correspondence archive

"Companies need clear guidelines, a vision and mission in order to make targeted progress in the area of sustainability. Ultimately, however, it is the people behind the efforts that really make the difference – their day-to-day contributions make sustainable change possible."

Alexander Sommer
CEO, SecureSafe (DSwiss AG)

Getting started is simpler than you think

From first conversation to full deployment – we're with you every step.

No lengthy procurement process. No complicated setup: Getting started with SecureSafe is a straightforward process, and our team is with you at every step.

First, we listen – discovery call

Before anything else, we take the time to understand your organization: your workflows, your requirements, and what you're looking to solve. In this short, no-commitment call, we’ll help you understand whether SecureSafe is the right fit.

See it in action – demo call

Your dedicated contact will walk you through the SecureSafe module that fits your needs, show you the features relevant to your use case, and answer any questions you might have.

Getting you live – implementation & onboarding

Once you're ready to proceed, our team moves quickly. Implementation is structured, supported, and designed to minimize disruption to your existing workflows.

Security

Independently audited. Swiss-hosted. Verifiable.

Your clients don't just trust you with their documents – they trust you with their financial lives. This is why for fiduciary offices, security isn't a feature: it's a professional obligation. SecureSafe is ISO 27001-certified, developed and hosted entirely in Switzerland, and built on a zero-knowledge architecture, meaning even we can't access your data.

FAQs

Find answers to your most important questions explained here.

Where is our data hosted, and who can access it?

All data is hosted exclusively in Switzerland, on infrastructure owned and operated by SecureSafe. Swiss data protection law applies. No data is routed through or stored in EU or US jurisdictions. Due to our zero-knowledge architecture, SecureSafe has no technical ability to access your data; access is controlled entirely by your organisation.

How does SecureSafe support our GDPR obligations?

SecureSafe's Swiss hosting model and zero-knowledge architecture are designed to support fiduciary offices in meeting their GDPR obligations around personal data handling. All data processing is documented, access is controlled and auditable, and no data is routed through non-Swiss jurisdictions. Documentation supporting your GDPR compliance assessment is available on request.

How long does implementation take for a fiduciary office?

Implementation timelines depend on the modules deployed and the size of your practice. For most fiduciary offices, initial deployment can be completed within a few days to a few weeks. A dedicated onboarding contact works with your team through setup, and we ensure the transition doesn't create gaps in active client mandates.

Is SecureSafe suitable for smaller fiduciary offices, or is it built for large enterprises?

SecureSafe works for fiduciary offices of all sizes. Smaller practicestypically start with one or two modules and expand as their mandatevolume grows. There's no requirement to deploy the full platformfrom day one.