Trustbook Pro — built for accountants
Give your clients a secure place to share tax documents. Request what you need in clicks, send back deliveries when they're ready, message in private — all in one workspace per client.
Stop chasing documents over email.
Trustbook Pro replaces messy email threads and insecure file transfers with one private workspace per client — under your firm's account.
Encrypted document exchange
End-to-end Fernet-encrypted at rest, Swiss-hosted. Your clients upload; you receive — no email attachments, no insecure file transfers.
Document requests with tracking
Build a checklist per client per tax year. They see what's missing; you see what's still outstanding. No more chasing the same document by email three times.
Two-way messaging & deliveries
Threaded messages with attachments, plus formal deliveries when the work is done. Read receipts on both sides — you always know what's been seen.
Ready to give your clients a better experience?
Trustbook Pro is rolling out to Swiss fiduciaries one firm at a time. Drop us a note and we'll set you up.
Email us at pro@trustbook.ai