KLARA for fiduciaries

Work together digitally.
Manage client accounts more easily.

With KLARA, your SME clients work directly in their accounting, payroll and other business processes. You retain an overview, step in wherever your professional expertise is needed and work with your clients on the same digital foundation.

Swiss support & hosting API interfaces Swissdec-certified payroll
Schweizer Support & Hosting API Schnittstellen Swissdec-zertifizierter Lohn
Day-to-day fiduciary work

How KLARA supports your day-to-day work

A great deal of unnecessary effort arises when information is missing, entered more than once or passed back and forth between different systems and people. KLARA brings these workflows closer together.

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    Everything where you need it

    Receipts and relevant documents can be made available directly within the KLARA client account. This means information no longer has to be collected across different channels and the fiduciary can continue working directly with the available data.

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    Less manual data transfer

    Existing data can be reused in other KLARA processes. This reduces recurring tasks and manual data transfers.

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    Keep several client accounts in view centrally

    The central client account overview gives you access to your KLARA client accounts and allows you to continue working exactly where action is required.

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    Manage payroll directly for your clients

    Payroll administration can also be handled directly in KLARA. This allows the fiduciary to manage both accounting and payroll for clients within the same solution.

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    SMEs and fiduciaries work in the same client account

    If your client handles parts of their accounting themselves, you continue working directly in the same KLARA client account. This eliminates unnecessary handovers and ensures both sides work with the same data.

    A shared working environment

    How SMEs and fiduciaries work together with KLARA

    Tasks stay where they can be handled most effectively. Your clients take care of the day-to-day work. KLARA supports the digital processes. You review, complete, close and advise.

    1. Your client

    Uploads receipts, creates invoices, maintains master data and provides ongoing information directly in the system.

    2. KLARA

    Connects processes, structures data and reduces manual transfers between SMEs and fiduciaries.

    3. The fiduciary

    Reviews quality, clarifies exceptional cases, makes corrections, prepares year-end accounts and provides advice based on up-to-date data.

    The right KLARA solutions for you and your clients

    Not every business needs the same setup. With KLARA, you combine the solutions that suit the way your clients work – from accounting and payroll to interfaces for existing systems.

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      Accounting & collaboration

      Your clients upload receipts and complete agreed tasks directly in KLARA. You review the quality, clarify exceptional cases and take care of the specialist accounting work through to completion.

      Pay yearly
      Pay yearly
      Pay monthly

      Business Premium

      VIP-Support & Onboarding
      CHF 111 / month
      CHF 159  Save 1'152 CHF
      CHF 127 / month
      CHF 159  Save 384 CHF
      CHF 159 / month
      green-check Everything included in Plus
      green-check On-site support & dedicated Key Account Manager
      green-check eArchive with 50% discount
      green-check Free migration of your accounting
      Book a free consultation/demo

      Get your 2-year discount code during the free consultation

      Test free of charge

      best value

      Business Plus

      All functions, Premium Support
      CHF 69 / month
      CHF 99  Save 720 CHF
      CHF 79 / month
      CHF 99  Save 240 CHF
      CHF 99 / month
      green-check Everything included in Basic
      green-check Unlimited admin users
       green-check  Telephone support and free 1:1 online meeting support
      green-check Budget feature
      Time tracking
       Project management
      Book a free consultation/demo

      Get your 2-year discount code during the free consultation

      Test free of charge

      Business Basic

      Everything you need for your SME
      CHF 48 / month
      CHF 69  Save 504 CHF
      CHF 55 / month
      CHF 69  Save 168 CHF
      CHF 69 / month
      green-check Max. 3 admin users
      green-check 24/7 chat and email support
      green-check Free onboarding
      green-check All accounting features
      CRM
      Order management
      eArchive
      Book a free consultation/demo

      Get your 2-year discount code during the free consultation

      Test free of charge

      KLARA - The business software for Swiss SMEs

      Over 50'000 SMEs with KLARA Swiss support & hosting Modularly expandable
      Free consultation, setup & onboarding
      klara_pfeile_2

      Not sure which plan best fits your needs? Need help with onboarding and setup? We're here for you. Book a free consultation with our team now.

      51fb8f8c-907f-4a45-b21c-9b32c06e8c14
      Pay yearly
      Pay yearly
      Pay monthly
       

      Business Premium

      CHF 111 / month
      CHF 159  Save 1'152 CHF
      CHF 127 / month
      CHF 159  Save 384 CHF
      CHF 159 / month
      Book a free consultation/demo

      Get your 2-year discount code during the free consultation

      Test free of charge

      best value

      Business Plus

      CHF 69 / month
      CHF 99  Save 720 CHF
      CHF 79 / month
      CHF 99  Save 240 CHF
      CHF 99 / month
      Book a free consultation/demo

      Get your 2-year discount code during the free consultation

      Test free of charge

       

      Business Basic

      CHF 48 / month
      CHF 69  Save 504 CHF
      CHF 55 / month
      CHF 69  Save 168 CHF
      CHF 69 / month
      Book a free consultation/demo

      Get your 2-year discount code during the free consultation

      Test free of charge

      Onboarding & Support
      Onboarding comptab-infoalt7-icon
      Included for free
      Included for free
      180 CHF / h
      Included for free
      Included for free
      180 CHF / h
      Included for free
      Included for free
      180 CHF / h
      1:1 online Meeting Support comptab-infoalt7-icon
      Included for free
      Included for free
      Included for free
      Included for free
      Included for free
      Included for free
      180 CHF / h
      180 CHF / h
      180 CHF / h
      Opening balance sheet* comptab-infoalt7-icon
      Included for free
      Included for free
      Included for free
      CHF 350
      CHF 350
      CHF 350
      CHF 350
      CHF 350
      CHF 350
      On-site support &
      dedicated Key Account Manager comptab-infoalt7-icon
      180 CHF / h
      0.70 CHF / km
      180 CHF / h
      0.70 CHF / km
      180 CHF / h
      0.70 CHF / km
      -
      -
      -
      -
      -
      -
      Chatbot comptab-infoalt7-icon

      Email support comptab-infoalt7-icon

      Support hotline comptab-infoalt7-icon

      -
      -
      -
      Features
      eArchive comptab-infoalt7-icon
      0.5 Rp / document per month
      incl. access rights
      0.5 Rp / document per month
      incl. access rights
      0.5 Rp / document per month
      incl. access rights
      1 Rp / document per month
      incl. access rights
      1 Rp / document per month
      incl. access rights
      1 Rp / document per month
      incl. access rights
      1 Rp / document per month
      1 Rp / document per month
      1 Rp / document per month
      Time comptab-infoalt7-icon

      -
      -

      -

      Project comptab-infoalt7-icon

      -
      -

      -

      Budget comptab-infoalt7-icon

      -
      -

      -

      Number of admin users comptab-infoalt7-icon
      Unlimited
      Unlimited
      Unlimited
      Unlimited
      Unlimited
      Unlimited
      3
      3

      3

      Multiple locations/branches comptab-infoalt7-icon

      Accounting comptab-infoalt7-icon

      Order management comptab-infoalt7-icon

      Automatic bank connection comptab-infoalt7-icon

      Dunning management comptab-infoalt7-icon

      Recurring invoices comptab-infoalt7-icon

      Accruals comptab-infoalt7-icon

      Asset management comptab-infoalt7-icon

      Credit cards & expense management comptab-infoalt7-icon

      Reports comptab-infoalt7-icon

      incl. myKLARA App comptab-infoalt7-icon

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      KLARA Payroll

      Employee data and changes are maintained where they occur. You support the payroll process, review exceptional cases and provide assistance with specialist questions.

      With the optional KLARA Time add-on widget, employees can also record their working hours easily via the app.

      CHF 3.90 with KLARA Business*
      TEAM

      Payroll  

       
      CHF 4.90
      / month and payslip
      Swissdec ELM5 certified payroll software
      Electronic payroll reports Swissdec ELM5
      Automatic booking
      Retroactive accounting of past pay periods possible at any time
      Bank transfer for wage payments
      *In combination with a KLARA Business package BASIC, PLUS or PREMIUM you benefit from a preferential rate of CHF 3.90 / month and payslip
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      API & Integrations

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      Connect existing systems to KLARA

      Many clients use an industry-specific solution, online shop, CRM or time-tracking system alongside KLARA. The KLARA API can connect these systems and transfer selected data to KLARA in a structured way.

      This prevents information from having to be entered repeatedly or transferred manually between different systems. For your fiduciary firm, this means fewer system breaks, more consistent workflows and a more reliable data basis across different client accounts.

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      From practice

      How curaVer works with KLARA

       
       
      «We keep our accounting up to date on a daily basis. That allows me to spend the time on our clients instead.»
      Patrick_Vergult
      Patrick Vergult

      Founder & Managing Director, curaVer GmbH

      Digital collaboration with clients

      curaVer uses KLARA both for its own accounting and for working with its clients. The fiduciary firm creates the KLARA accounts, assigns the required access rights and configures the collaboration according to each individual client account.

      Clients can, for example, create their own customer invoices. curaVer keeps an overview of the accounting and can provide advice based on up-to-date data.

      KLARA trustee directory

      Get found by SMEs
      looking for a fiduciary

      KLARA does more than bring SMEs and fiduciaries together in their day-to-day work. As a KLARA fiduciary, you can present your firm in our trustee directory and become visible to businesses looking for support with accounting, payroll or other administrative matters.

      This creates opportunities for new contacts exactly where SMEs are already working with KLARA or looking for suitable professional support.

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      Questions from fiduciary firms

      Can I manage several companies centrally?

      Yes. The central client account overview allows you to switch between the companies you manage and organise collaboration separately for each client account.

      Which tasks can my clients handle themselves?

      Depending on the agreed service model, SMEs can, for example, upload receipts, create invoices, process payments and maintain employee and payroll data. You jointly determine which tasks remain with the fiduciary firm.

      Do I retain control over the accounting?

      Yes. Your clients can handle day-to-day tasks while you review the accounting, make corrections, assess exceptional cases and take responsibility for year-end closing.

      How does KLARA Payroll work when collaborating with clients?

      Master data and employee changes can be maintained directly within the company. The fiduciary firm can support the process, review payroll runs and assist with specialist or exceptional cases.

      Can existing systems be connected?

      KLARA provides an API and integrations for selected systems. Which connection is appropriate and available depends on the system being used and the specific process.

      How do I join the KLARA fiduciary directory?

      In a personal consultation, we clarify the applicable requirements, which information about your firm will be displayed and for which regions or services you would like to be found.

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      KLARA brings together strong Swiss partners

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