2026 | Tributorum™
| Customer(s) | Product | Year | Project | IP |
|---|---|---|---|---|
| Tax Consultancy Firms | Tributorum SaaS | 2026 | Tax & Wealth Filing and Compliance Tool | IP Retained |
Application for structured client data, tax operations, wealth reporting, supporting documentation, and internal review.
The system is designed to dramatically reduce the time required to process, classify, and structure client documents. It simplifies the preparation of tax and wealth reporting by producing the specialised subtotals, summaries, and supporting outputs required for tax filings and internal review.
It also generates aggregated supporting documentation automatically, keeping client records, source documents, calculations, and review material organized in a single compliance repository for audit and verification purposes.
Relevant benefits
- Faster processing of client documents.
- AI assited data extraction and classification of relevant information.
- Simplified tax and wealth reporting.
- Automatic generation of specialised reports.
- Aggregated supporting documentation.
- Central compliance repository for audit support.
- Up-to-date database with 100.000 investment assets for valuation and taxation purposes.
- Multi currency and automatic currency conversion for taxation purposes.
- Reduced manual work and fewer processing errors.
Status
A pilot has been successfully completed in Switzerland. Further implementation is currently under discussion with tax agencies in Switzerland and Denmark.