IT Guidance for Accounting, Tax and Audit
Fiduciary and audit mandates depend on reliable data flows, clear access, and auditable systems. Digital accounting, dossiers, and reporting processes must technically support specialist diligence.
Assessment of mandate, accounting, and audit remains with the responsible specialists. le dot supports with architecture, integration, security, and controlled implementation.
Focus Areas
System Selection and Integration
Accounting, dossier, and reporting systems are evaluated vendor-neutrally and connected through stable interfaces, so data flows stay traceable.
Review Processes and Delivery
Internal processes and IT providers are reviewed so mandate workflows, response times, and costs hold up.
Secure Client Portals
Document exchange, roles, access, and logging are secured and documented so client data is technically and verifiably protected.
Client Digitalisation Support
Firm IT and client digitalisation are planned architecturally and implemented in a controlled way, without touching the firm's specialist independence.
Common situations
Client Onboarding Without Media Breaks
Documents, powers of attorney, deadlines, and queries are mapped as a controlled data flow, instead of circulating by email and spreadsheet.
Real-Time Reporting
Accounting and controlling data is connected for dashboards, without anchoring manual exports as a permanent solution.
Privacy Audit
Infrastructure and data flows are reviewed for nFADP, access protection, retention, and especially sensitive personal data.
Reference Architecture for Client Setups
Accounting, payroll, dossier storage, and reporting are organised as a repeatable target picture before new one-off solutions arise per mandate.
Further information
- Security Strategy, structured protection of sensitive mandate data.
- Zero Trust, removing implicit trust as a design principle.
- Single Sign-on, one central identity instead of many portal accounts.
- ISO 27001, the international standard for information security.
- Backup and Restore, recovery proven by testing, as a discipline.
- Privacy by Design, protecting mandate data technically.
- bexio, the Swiss standard for accounting and fiduciary work.
- Sage, accounting software with Swiss application fields.