“Is the March bank statement still missing?”
The third reminder to the same client, by email and on the phone.
With RQRQ requests missing receipts itself and sends reminders automatically.
For fiduciaries and partners
Less time searching for receipts.
More time for advice.
One portal for your practice and your clients. The AI prepares, you decide. Free for your practice.
Places in the partner programme limited · Admission after a personal meeting
How it works
Your client sends it in.
RQ prepares. You decide.
- Your client
Sends it in
Photo, email or PDF, whenever it suits them. If something is missing, RQ asks.
- RQ
Prepares
The AI reads supplier, amount and VAT code and suggests the booking.
- You
Review and bill
Approve, file VAT, send your fee invoice. All in the same portal.
Portal
This is how you work with RQ.
Live in the portal.
A receipt arrives, the AI reads it, RQ books it, and the overview is right at once. This is the portal you and your clients use.
Sound familiar?
Your time belongs to advice.
Not to searching for receipts.
“Another box full of receipts.”
Unsorted receipts just before the deadline. Data entry instead of advice.
With RQYour clients photograph as they go. The AI reads and suggests the booking.
“And ten messages on three channels.”
Questions by email, phone and messenger while the VAT deadline approaches.
With RQOne chat per client with open items. VAT with a cross-check against the accounts.
Photos generated with AI.
Features
Everything in one portal.
For your practice and your clients.
All clients at a glance.
One login, all clients. You see at once where something needs review and where receipts are missing.
- Switch client in one click
- Work list per client: to review, missing, ready
- Roles and rights per person, clients only see their company
Your benefit: Know in the morning what needs doing today.Partner meeting
The AI reads. You decide.
Clients photograph receipts, forward invoices by email or upload PDFs.
- Supplier, amount and VAT code recognised
- Booking suggestion with confidence in percent
- Bank matching with QR reference
Your benefit: No more manual data entry.Partner meeting
Missing receipts in one click.
RQ finds bank entries without a receipt and requests them from the client.
- List of missing receipts per client
- Request in one click, reminder automatic
- The client uploads directly to the right entry
Your benefit: Complete records without follow-up emails.Partner meeting
VAT with a cross-check.
The AI sets the VAT code per receipt. RQ calculates by the box numbers of the federal tax form and checks against the accounts.
- Effective method and net tax rate
- The cross-check shows every difference
- Flags receipts without a VAT code
Your benefit: File on time and verified.Partner meeting
In preparation for partner practices
Flat fee and effort in view.
See per client how much of the agreed flat fee is used and what you effectively earn per hour.
- Flat fee usage per client
- Effective hourly rate
- Alert before the flat fee is exceeded
Your benefit: Renegotiate in good time.Partner meeting
Bill your fees in minutes.
Invoices and offers with QR payment slip, by email, link or PDF.
- QR invoice from items and hours
- Recurring invoices
- Dunning included
Your benefit: Billed faster, paid faster.Partner meeting
One channel for everything.
A chat per client with open items and voice messages. Ask RQ answers questions about their own figures.
- Open items instead of lost emails
- Voice messages and files in the thread
- Ask RQ: answers from the client's figures
Your benefit: Fewer follow-up questions, clear responsibilities.Partner meeting
In the portal: in preparation
Your brand.
Your logo and colours in your clients' portal. Already today: logo and colour on invoices and offers.
- Practice logo and colours
- Clients see your name first
- Invoice template with logo, colour and footer
Your benefit: Your brand, our technology.Partner meeting
The RQ partner circle
Free for your practice.
More clients, more benefits.
Your clients pay their RQ Standard plan, from CHF 9.90 a month, as partner clients at a preferential price. Your practice pays nothing.
25clients
Connect
up to 25 clients
CHF 0 for your practice
- Practice access and cockpit
- Preferential client price
- Onboarding for your team
- Partner support
50clients
Growth
up to 50 clients
CHF 0 for your practice
- Everything in Connect
- Lower preferential price
- Dedicated partner manager
- Templates for clients
100clients
Pro
up to 100 clients
CHF 0 for your practice
- Everything in Growth
- Further reduced preferential price
- Info event for clients
- Your logo in the portal ¹
200clients
Elite
up to 200 clients
CHF 0 for your practice
- Everything in Pro
- Lowest preferential price
- Seat on the partner board
- New features first
More than 200 clients? We will find the right solution together. ¹ In preparation.
Places in the partner programme are limited. We admit new partners after a personal meeting.
Process
Three steps
to becoming a partner practice.
- 1Partner meeting
Free of charge, by video, phone or at your office. We show RQ with examples from your daily work.
- 2Start with your first clients
We set up your access, migrate the data and train your team.
- 3Invite your clients
With our templates for the letter. We help your clients make the switch.
Security
Your data.
Untouchable.
Every connection, every access, every receipt: protected to the state of the art, with safeguards that each work on their own.
AES-256TLSTwo-factorAudit log
Encrypted
AES-256 at rest · TLS in transit · HSTS
Encrypted in transit (TLS) and encrypted at rest (AES-256).
Strictly separated
Row-level security (RLS) · tenant isolation
Every customer sees only their own data. The database checks this itself on every single query.
Two-factor
Two-factor (TOTP) · assurance level AAL2 · role-based access
Two-factor login for everyone, graded permissions for your team. Sensitive changes such as an IBAN require the second factor again.
Stored unaltered
SHA-256 checksum · Swiss CO 958f · 10 years
Every receipt gets a digital fingerprint when stored. Any later change would show. Retention for ten years under Swiss CO 958f.
Every access logged
Audit trail · four-eyes principle
Access and changes are logged: who did what and when stays traceable. Approvals follow the four-eyes principle.
Private receipts
Private storage · signed links (15 min)
Receipts sit in private storage. A viewing link is valid for only 15 minutes.
- Encryption
- AES-256 at rest, TLS on every connection, encrypted connections only (HSTS)
- Tenant isolation
- Row-level security right in the database (RLS), on every query
- Authentication
- Two-factor (TOTP) for everyone, assurance level AAL2, step-up confirmation before sensitive changes
- Authorisation
- Role-based permissions, following the principle of least privilege
- Integrity
- SHA-256 checksum per receipt, changes show
- Traceability
- Complete audit trail, four-eyes approvals
- File access
- Private storage, signed links valid for 15 minutes
- Retention
- Ten years under Swiss CO 958f, unaltered
Quick answers.
What does RQ cost my practice?
Nothing. Practice access, cockpit and all features are free for your practice. Your clients pay their RQ plan, as partner clients at a preferential price.
Do my clients stay my clients?
Yes. You remain your clients' contact. RQ is the tool, you are the fiduciary.
How is my tier determined?
By the number of your clients who use RQ: up to 25, 50, 100 or 200. As your number grows, you move up to the next tier.
Does RQ work with bexio?
Yes. RQ connects to bexio per client. Bank statements come in as a file (camt.053) or CSV.
Can I try RQ first?
Yes. We start with some of your clients and expand when it suits you.
Partner meeting
Let's talk about
your practice.
Choose when and how it suits you. We get back to you within 24 hours with a proposed date.
- 1Send a requestWith your preferred time.
- 2ConfirmationWithin 24 hours by email or phone.
- 3Partner meetingFree of charge and without obligation.
Thank you! We have your request.
We will get back to you within 24 hours with a proposed date for your partner meeting.