Collaboration

Queries with deadlines, not endless email threads.

If a receipt is missing, create a task. Your client gets a push notification, uploads the receipt right there, and the task is done.

In detail

Tasks with deadlines

For missing receipts, signatures or details. Your client can see at once what’s outstanding and when it’s due.

Push notifications

Notifications on the smartphone and in the portal, in each person’s own language.

Your logo, your colours

The client portal, app and invoices all carry your firm’s branding.

buchhaltung.buchsnap.ch

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How it works

One query, one task, one answer

Instead of emailing attachments back and forth, accountant and client work in the same place. Anything missing becomes a task. Anything delivered reaches the accountant instantly.

1Create a taskThe accountant creates a task with a deadline, one-off or recurring.
2NotificationThe client gets a push notification and sees the task in their dashboard.
3RespondUpload the receipt straight to the task, or write a message.
4DoneThe accountant sees the reply instantly and ticks it off.

Buchsnap app

For clients: everything in the app

app.buchsnap.ch runs in the browser on iPhone and Android. Once installed, it sits on your home screen like any other app. No app store, no updates.

Buchsnap app: home screen with the option to photograph a receipt — Home screenOne tap on ‘Photograph a receipt’, plus the month’s income and expenses.

Buchsnap app: capture a new receipt — Capture a receiptTake a photo or choose a file. Expense or income, amount, done.

Buchsnap app: receipts with their status — Receipts with statusSent, approved or query raised: every receipt shows where it stands.

Buchsnap app: create invoices on the go — Invoices on the goQR-bills straight from your phone, with your company logo.

Install the app oniPhone & iPad Install the app onAndroid

Six languages for mixed teams

Many small businesses employ people who don’t speak German. In Buchsnap, everyone chooses their own language: German, French, Italian, English, Spanish or Romanian. The interface and notifications then appear in that language.

Several users per company
Team roles within your accounting firm
Deadline overview for each client

FAQ

Frequently asked questions

How do I invite my client?

You set up the company with your client’s email address and receive an initial password to pass on to them. When they first log in, they choose their own password.

Can several people from one company use it?

Yes. Owners and employees each get their own login.

Do clients see their accountant’s logo?

Yes. The portal, app and invoices show your firm’s logo and colours.

Do push notifications work on iPhone too?

Yes, once the app has been added to the home screen and notifications are allowed.

Which languages are available?

German, French, Italian, English, Spanish and Romanian.

Try it out with one of your clients.

Free for accounting firms. Sign-up takes three minutes.