IT that speaks your language: tax, accounting, Swiss.
Cybersecurity, sovereign cloud, AI integration and business apps for Swiss fiduciaries. FADP, tax secrecy and 10-year archiving (Code of Obligations) compliance. Geneva-based, all-Switzerland coverage.
Real problems of a Swiss fiduciary in 2026
What your peers face daily - and nobody talks about.
Tax data outside Switzerland
Your clients entrust you with their tax returns and accounts. If this passes through Microsoft 365 or Google Workspace: CLOUD Act exposure, and tax secrecy violated.
Manual entry eats 30% of your time
Supplier invoices re-entered manually, bank reconciliations done by hand, quarterly balances rebuilt every time. Your team bills CHF 40/h on tasks worth CHF 0/h automated.
10-year archiving on a shoestring
Code of Obligations requires 10-year retention with integrity. You have PDFs in folders and backups on external disk - no integrity proof, no tested recovery.
Ransomware = end of tax season
A March cryptolocker freezes every tax return in flight. Without tested off-site backup, you lose 4 weeks. It happened to several Swiss fiduciaries in 2024-2025.
What we do for fiduciaries
Aligned with tax secrecy, FADP and the reality of a 5-50 person office.
Fiduciary cybersecurity audit
Full audit: MFA, backups, EDR, network segmentation, tax-secrecy posture. Prioritized action plan. From CHF 3,500.
Swiss sovereign cloud
Migration from Microsoft 365 to Swiss infrastructure (Infomaniak, Exoscale). Encrypted office stack, FADP-compliant, ready for tax secrecy. Plan in 48h.
AI integration & document RAG
Sovereign ChatGPT-like (on-premise Ollama) with RAG on your client files. Instant tax-jurisprudence answers, no data ever leaving your office.
Custom business applications
Client tracking, automatic balance generation, automated bank reconciliations, 10-year legal archiving with digital signatures. Instead of a 45 MB Excel.
Our method - battle-tested on Swiss ground
Four pragmatic steps. No fluff, no slide-ware.
48h diagnostic
Targeted audit: interviews, read-only access, technical review. You leave with a written assessment and 3 quick-wins to action immediately.
Priced action plan
3-12 month roadmap, prioritized by risk and ROI. Transparent price ranges. We tell you what can wait - and what cannot.
Delivery
Our team ships in short sprints. You validate at each step. The code, infrastructure and procedures belong to you.
Run & continuous improvement
Maintenance, supervision, regular security reviews. We remain your Swiss point of contact, with no offshore hotline.
100% Swiss stack & partners
Tech sovereignty: everything we deploy stays auditable and hosted in Switzerland.
Hosting
Infomaniak (Geneva, Zurich), Exoscale, OVHcloud Geneva - ISO 27001, Swiss datacenters.
Cybersecurity
Wazuh SIEM, Suricata IDS, WireGuard VPN, YubiKey FIDO2, Authelia, Vault.
On-prem AI
Ollama, Mistral, vLLM, Qdrant RAG, Flowise, n8n MCP - LLMs with zero data leakage.
Dev & business
React 19, TypeScript, Python/FastAPI, PostgreSQL, Docker. Hexagonal architecture.
FAQ - Fiduciaries
Real questions, real answers.
Does Microsoft 365 violate Swiss tax secrecy?
Microsoft 365 stores data on servers subject to the CLOUD Act. A US authority can legally obtain access to your Swiss clients' data, including tax data. For a fiduciary bound by tax secrecy (art. 110 SCC), this is legally problematic. A sovereign alternative (Infomaniak, Exoscale) solves this.
How much does AI integration cost in a fiduciary?
A document RAG project (local LLM + search on your files) typically costs CHF 8,000-25,000 for setup, plus a monthly support fee. ROI is fast: a CHF 120/h employee saving 1h/day pays back the investment in less than 6 months.
How to comply with FADP for a fiduciary in 2026?
Four key points: (1) record of processing activities, (2) DPIA if high-risk (e.g. wealthy individuals' tax data), (3) hosting in Switzerland or adequate country, (4) contractual clauses with subprocessors (Microsoft, Adobe). We can support you on a vCISO model.
Electronic 10-year archiving: how to do it right?
OLICO (ordinance on book-keeping retention) requires integrity, readability and access for 10 years. Solutions: qualified digital signature (SuisseID, Swisscom) + WORM storage + off-site backup. We deploy turnkey.
How much does a cybersecurity audit cost for a fiduciary?
Between CHF 3,500 and 9,000 for a 5-50 person fiduciary. Includes: MFA audit, endpoint posture, network segmentation, phishing test, backup review, FADP compliance, prioritized report. Lead time 10 business days.
Is public ChatGPT usable in a fiduciary?
No, except for strictly non-confidential use (training, brainstorming). Any client data sent to public ChatGPT leaves Switzerland and may train OpenAI models. The right path: an on-premise LLM (Ollama, Mistral) hosted in-house with RAG on your data.
Le Dahu services for this sector
All our services adapt to your business and constraints.
Pricing ranges - full transparency
Indicative ranges for 2026. Personalized quote in 48h after a call. VAT excluded.
Free fiduciary audit - We talk in 48h.
A 30-minute chat to identify the 3 cyber, cloud or AI priorities for your fiduciary. No commitment.
Book the call