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.
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.
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.
Less manual data transfer
Existing data can be reused in other KLARA processes. This reduces recurring tasks and manual data transfers.
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.
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.
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.
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.
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.
Business Premium
Business Plus
Business Basic
KLARA - The business software for Swiss SMEs
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.
dedicated Key Account Manager
incl. access rights
incl. access rights
incl. access rights
incl. access rights
incl. access rights
incl. access rights
-
-
-
3
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.
API & Integrations
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.
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
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.
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.
Questions from fiduciary firms
Yes. The central client account overview allows you to switch between the companies you manage and organise collaboration separately for each client account.
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.
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.
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.
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.
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.







