For Fiduciary Firms

Quotes, engagement contracts, and invoices for fiduciary firms

Fiduciary firms, bookkeeping offices, and independent bookkeepers meet OfficePilot in two ways: you write your own fee quotes and invoices with it, and you can recommend it to your clients, who have to create quotes and invoices themselves.

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Cancellation, data, exit

You can cancel monthly and yearly plans at any time for the end of the current billing period, in your account via the Stripe customer portal. Access stays active until then. Cancellation (Terms, section 7)
Before you delete your account you can download your records yourself (account → settings → Export my data). Deletion happens immediately, within 30 days at the latest; posted accounting data and finally issued invoices are kept locked for as long as the statutory retention period runs; no account has access to it any more. You are responsible for keeping your own business records. Deleting data (Privacy policy, section 6) Alternatively, you can request the release of your data by email to info@officepilot.ch. Your rights (Privacy policy, section 9)
Data may be processed in, or accessible from, Switzerland, the European Economic Area and the USA. Storage locations (Privacy policy, section 5)

Fee quotes for new engagements

Whether bookkeeping, annual accounts, or ongoing advice: you store your services once with a unit and price in your price list and combine them per engagement. Keywords from the first meeting become a quote draft that you review, adjust, and send as a PDF.

Only you set the prices. Anything not in your price list stays visible as a new item, so you can check it before sending.

Engagement contracts as a draft

For working with clients, OfficePilot creates contracts as a draft, such as a mandate agreement, a service agreement, or a framework agreement for recurring services. You review and adjust the text. It does not replace legal advice.

Invoices with QR payment part and reminders

You create fee notes using the same customer and line-item data as the quote. If IBAN, address, and company details are on file, OfficePilot generates a valid Swiss QR invoice. You keep an eye on open invoices; you create payment reminders with one click from the Standard plan, and you always review them before sending.

Recommend it to your clients

Many of your clients are small businesses that write quotes and invoices by hand or in spreadsheets. OfficePilot is made for exactly such SMEs: quotes, QR invoices, reminders, and contracts in one program, in the browser on phone and computer.

Documents created in a consistent way with a correct QR invoice can make coordination easier for you and your clients. Whether and how you process the documents further is something you decide together with your clients.

How it works with OfficePilot

1
Store services in your price list
Capture your fee rates and flat fees once and combine them per engagement.
2
Review and send the quote and contract
Check the drafts, adjust them, and send them to the client as a PDF.
3
Create the fee invoice with a QR payment part
After the service, create the invoice with an automatic payment section and track open items.

Checklist before sending

Fee rates and flat fees are up to date
Scope and boundaries of the engagement are clearly described
The engagement contract has been reviewed and adjusted
Payment details for the QR invoice are complete

Frequently asked questions

Can I combine hourly fees and flat fees in one quote?

Yes. You store both item types in your price list and combine them per quote or invoice.

Which contracts can I create for engagements?

OfficePilot creates, among others, a mandate agreement, a service agreement, and a framework agreement as a draft. You review and adjust it before sending.

Can I recommend OfficePilot to my clients?

Yes. OfficePilot is aimed at Swiss SMEs that create quotes, QR invoices, and reminders. Your clients can find the prices on the pricing page.