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Trustbook Pro is rolling out to Swiss fiduciaries one firm at a time. Whether you want a demo, have a security question, or need help onboarding clients — drop us a note.
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Drop us a line at pro@trustbook.ai. We typically reply within one business day.
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Request a demo →Frequently asked questions
How are documents stored?
All files are stored in Zurich, Switzerland, on certified cloud infrastructure and encrypted at rest. Sensitive fields (firm API keys, client PII) are additionally encrypted at the application layer using Fernet. Every document access is audit-logged.
How do my clients sign in?
Your clients use the standard consumer Trustbook app at trustbook.ai. When you invite a client by email, they get an invitation; once they sign in, your firm appears in their "Connected fiduciary" panel and they can send you documents.
Can I revoke a client's access?
Yes. From the Clients list, any firm admin can revoke a client link. The client immediately loses access to all documents shared with you, and you lose access to documents they uploaded for you. Audit logs are retained.
Can multiple members of my firm work on the same client?
Yes. All members of your firm see all of the firm's clients. Add or remove members from Settings → Members. Role assignment (admin vs. member) is configured per-member.
What does it cost?
Pricing depends on firm size and is agreed at onboarding. Email us at pro@trustbook.ai for a quote.
Still have questions?
We read every message. Tell us what you're trying to do and we'll come back to you.
Email pro@trustbook.ai