Turnkey tax CRM application for fiduciaries - Canton of Vaud

A unique opportunity for tax professionals and digital entrepreneurs: the acquisition of a complete software solution dedicated to managing private tax returns. This bespoke web platform is currently operational and actively used in the field, offering proven technical infrastructure ready for immediate deployment. The system covers the entire tax processing cycle, from initial client enquiry through to final submission of the completed file. Clients benefit from a secure personal space where they can submit their request in a guided manner, save drafts, and upload documents in complete confidentiality. The application automatically generates lists of supporting documents tailored to the answers provided, sends scheduled reminders, and manages invoicing with QR codes as well as card payments. On the administrator side, a comprehensive dashboard allows tracking of all files, status management, customised communications, and activity supervision through detailed logs. Security is reinforced by two-factor authentication and advanced protections. Hosting is provided in Switzerland, ensuring compliance and reliability. This solution targets two distinct profiles. Firstly, fiduciaries, tax advisers or accounting firms wishing to modernise their organisation, reduce repetitive administrative tasks and offer a digital client experience without investing in costly and time-consuming IT development. Secondly, entrepreneurs in the SaaS or business software sector looking for a functional product with an identified market, ready to be commercialised through licences, white label or subscription models. The sale includes all digital assets: domain name, complete source code, technical access, existing contact database and process documentation. The business already generates revenue, but the main value lies in the technical maturity of the tool, its modular architecture and its commercial development potential. Structured support over thirty days is planned to ensure a smooth transition and complete operational handover. Comprehensive documentation will be provided to serious buyers.