fiduciary
«With Vertec, we can handle all processes quickly and efficiently, from service entry to invoicing.»
Thomas Wipf, Managing Director and Owner witreva treuhand- und revisionsgesellschaft ag
Activity field: Accounting, Payroll, Taxes, Auditing and consulting; Trust Services
Location: Wil SG
Challenges
Benefits
Vertec Services & CRM incl. all apps,
Budget & Phases
The trust and auditing company witreva has grown continuously in recent years. Thanks to its high degree of flexibility, Vertec has been able to keep pace with the development of the number of customers, cases and employees. The change from Vertec Standard to Vertec Expert was an important milestone.
«With vertec, we can handle all processes quickly and efficiently, from service recording to service entry invoicing.»
Anyone who, as an entrepreneur or private individual, entrusts his accounting, tax matters or financial matters to others must be sure that they are in good hands there. Professionalism, expertise and trust are therefore the main pillars of the fiduciary business – also at witreva ag in Winterthur. “We work with passion, seek innovative solutions and regularly train ourselves,” says Thomas Wipf, owner and managing Director of witreva. The company philosophy meets with a positive response from customers: The law firm has grown in recent years and now operates at two locations in Winterthur and Wil SG.
Reliability and transparency are further hallmarks of the Treuhandbüro’s quality. To ensure a high standard here, witreva has been using Vertec’s business software for years. “Thanks to Vertec, we have deadlines and deadlines under control at all times,” says Managing Director Wipf: “In addition, Vertec automatically creates detailed invoices with all the services rendered – so our customers know exactly what we have done for them.” Vertec also offers valuable support in areas such as mandate controlling, which are not visible to customers.
«Vertec automatically reminds us of deadlines and other important dates.»
Vertec also meets industry-specific requirements for a business software. The Spektra netcom ag , which Vertec introduced at witreva, has introduced, for example, a special overview for VAT quarters, which shows which quarters still have to be completed with which customer.
«Thanks to vertec expert, we can now completely dispense with excel lists.»
Spektra Netcom’s specialists were constantly adapting Vertec to meet the needs of the growing firm. The switch from Vertec Standard to Vertec Expert was an important step. “When we realised the possibilities offered by the Expert line, we quickly decided to switch,” says Wipf. Vertec Expert gives the firm additional features, such as fully automated email notifications when deadlines expire. “In addition, with Vertec Expert, we are much more flexible in the presentation of lists,” says Wipf: “Since then, Excel lists have become obsolete in our company.”
