Convisa AG

«Vertec can be easily adapted to different cases.»

Reto Büeler, certified trustee expert, CONVISA AG

Field of activity: Management, tax and legal consultancy, auditing and auditing
Location: Schwyz (headquarters), Altdorf, Pfäffikon SZ
Founded: 1960

Challenges

• Mandate management for different business areas
• Location- and mandate-related evaluations
• Multiple locations

Benefits

• Detailed evaluations for case managers
• Simple invoicing
• Simple mandate management, tailored to the needs of CONVISA AG

Vertec Services & CRM incl. all apps,
Budget & Phases, Business Intelligence

50-100 Vertec User

Fiduciaries like CONVISA AG often know more about their customers than they do about themselves. Trust and working closely to customers are therefore highly valued in the industry. When it comes to know-how, the fiduciary company has turned to Vertec.

Being close to customers and experience are the outstanding strengths of CONVISA AG. CONVISA AG, a management, tax and legal consultancy firm, and CONVISA Revisions AG, headquartered in Schwyz, mainly support private individuals and regionally based companies with long-term mandates. “Our customers often rely on our experience and recommendations when making important decisions,” says Reto Büeler, certified trustee expert and partner at CONVISA: “Your trust is the capital of our company.”

«Vertec fits in with our company because it reflects our values.»

The company's services cover a wide range of fields. The company employs 50 members of staff also including 15 qualified tax and fiduciary experts, auditors and lawyers. The cases that the company covers vary accordingly: “Our service types range from bookkeeping or payroll accounting for a small business over legal issues to complex tax advice in restructuring,” says Büeler.

«Vertec makes it easy to manage audit, tax and accounting appointments.»

Vertec, as a business Software for fiduciaries, meets precisely this variety of requirements. “With Vertec, we have found a solution that exactly meets our needs,” says Büeler: “The software is so versatile that it allows us to manage simple consulting assignments as well as complex assignment cases. We can administer and manage all assignments differently on a case by case basis, depending on our needs. This way, we can be sure that we never lose track of anything.” For example, deadlines and appointments can be saved in Vertec in such a way that the responsible employees are being reminded of them automatically.

«Vertec can be easily adapted to different cases.»

Vertec is also an interpersonal fit for CONVISA AG. “The Vertec AG is – like us – an innovative Swiss Company that maintains direct contact with its customers and convinces them with suitable solutions,” says Büeler. Go-live of the Trustee Software went smoothly and the support throughout the implementation process and finally operating the software was impeccable. The consultant is therefore confident that his company is in the best of hands with Vertec.