More capacity. Same team.
Vidimas takes routine work off your firm – from correspondence with the authorities to year-end documentation. Client data stays encrypted in the EU or Switzerland.
Practice life runs on a tight schedule.
Confidentiality, seasonal peaks and margin pressure – three reasons to use AI properly rather than not at all.
Confidential financial data
Your clients' balance sheets, salaries and tax records don't belong in public AI tools with unclear data use.
Seasonal peaks
Year-end and tax season push the team to its limit – and extra specialists are hard to find.
Margin pressure
Standard work comes under price pressure – efficiency decides how profitable each engagement is.
What fiduciary and tax advisory firms get done with Vidimas.
Six tasks from daily practice – plus everything every company has to do: correspondence, minutes and research.
Year-end documentation
Drafts for notes, explanations and management reports – based on the figures you provide.
Tax clarifications
Query guidance, information sheets and internal practice notes – answers reference the documents you've added.
Correspondence with authorities
Draft letters to tax authorities, social insurance bodies and insurers in minutes – precise and well-pitched.
Payroll
Structure recurring questions on payroll, tax deductions and social insurance – as an assistant for the whole team.
Document & contract analysis
Have contracts, regulations and records summarised and checked for open points.
Client onboarding
Assemble checklists and intake documents by legal form and industry – consistent for every new engagement.
Client data stays under your control.
Security in detail- GDPR & revFADP: Meets the European GDPR and the revised Swiss Federal Act on Data Protection.
- Hosting in the EU or Switzerland: Processing and storage in data centres in the EU or Switzerland – with no detour through third countries.
- No AI training: Inputs and documents are never used to train AI models.
- Roles & permissions: You control centrally who sees which engagement – with traceable audit logs.
Vidimas provides the technical preconditions for handling your data confidentially. The legal assessment in each individual case remains with your organisation.
How your firm gets started.
- 1
Set up the workspace
Create the team, assign roles, connect SSO – without an IT project.
- 2
Add your templates
Add letter, report and year-end templates as the basis for assistants.
- 3
Ease the season
The team starts with assistants for the most common standard work.
Bring AI into your company securely.
Try Vidimas with your team – and see how quickly secure AI becomes productive.
- Try it with the whole team
- Set up in minutes
- Productive from day one