Document collection & project automation for Swiss teams

Stop chasing.
Start automating.

Import your team with a single CSV. Set deadlines, assign projects, and let AI chase every missing document. Contributors upload through personal links — no accounts, no passwords, no friction. You get real-time progress and weekly reports.

dashboard.swissflow.ch

Active Projects

12

3 teams assigned

Team Progress

73%

18 of 24 uploaded

Avg Response

2.4h

vs 18h manual

ProjectTeamProgressDeadlineStatus
Q2 Tax Filing4 workers
75%
Apr 20on track
Safety Certs8 workers
50%
Apr 15at risk
Audit Prep3 workers
100%
Apr 10completed

Swiss Data Residency

Your data stays in Switzerland. No overseas servers, no third-party access.

No Accounts Needed

Workers upload via personal magic links. Zero friction, zero passwords.

End-to-End Encrypted

Every upload is encrypted in transit and at rest. Bank-grade security.

GDPR Compliant

Built for European privacy standards from day one. Full audit trail included.

Features

Built for real teams.
Not feature checklists.

Every feature exists because a real business needed it. From escalation tiers that competitors don't offer, to zero-friction uploads that require no accounts.

CSV Team Import

Drag & drop a spreadsheet with names, emails, projects, and deadlines. SwissFlow sets up everything in seconds — assignments, upload links, and reminders. No manual entry.

Multi-Worker Projects

Assign 5, 50, or 500 people to the same project. Track each person's progress individually while seeing the consolidated completion rate in one view.

AI-Powered Follow-Ups

Three-tier escalation no competitor offers. Friendly nudge on day 1, firm reminder on day 3, direct manager alert when deadlines are at risk. Multi-channel: email and SMS.

Deadlines & Escalation

Set due dates per project or per person. Countdown timers for everyone involved. As deadlines approach, SwissFlow automatically increases urgency and notifies management.

Zero-Friction Upload Links

Each contributor gets a magic link — click, drag & drop, done. No accounts, no passwords, no app to install. Auto-save lets them come back and finish later.

Admin Review & Approval

Submissions aren't auto-accepted. Review, approve, or request revisions with inline comments. Contributors get notified instantly and can re-upload in one click.

Weekly Digest Reports

Every Friday: who submitted, who's overdue, project completion rates, response times, and flagged items. Your entire week summarized in 30 seconds.

Re-Upload & Versioning

Contributors can update submissions anytime. SwissFlow keeps every version with timestamps — full audit trail for compliance and regulatory reviews.

Use Cases

One platform.
Every industry.

Whether you're collecting tax documents or safety certificates, SwissFlow adapts to how your team actually works.

Accounting & Tax

Collect tax documents from 200 clients

Import your client list, set filing deadlines, and let SwissFlow chase missing documents. Each client gets a personal upload link — no portal login needed.

34% faster document turnaround
Construction & Engineering

Safety certs from every subcontractor

Assign certificate submissions per project site. Track which crews have submitted and which are overdue. Escalate to project managers automatically.

Zero missed compliance deadlines
HR & Onboarding

New hire documents in days, not weeks

Send personalized checklists to new employees. Contracts, IDs, bank details — each person uploads at their pace. HR sees one dashboard for all hires.

71% less time spent collecting
Legal & Compliance

Audit-ready document trails

Versioned uploads with timestamps and audit logs. When regulators ask, every document is traceable — who uploaded it, when, and which version is current.

Complete audit trail, always
Real Estate & Property

Tenant documents across portfolios

Collect lease agreements, insurance certificates, and compliance docs from tenants across multiple properties. Group by building, track by deadline.

Multi-property tracking
Healthcare & Clinics

Patient intake without the paper

Send secure upload links for medical records, referrals, and consent forms. No patient accounts needed. GDPR-compliant and encrypted end to end.

Fully GDPR compliant
How It Works

Three steps.
Zero complexity.

01

Import Your Team

Drop a CSV or Excel file with your employee list — names, emails, project assignments, and deadlines. SwissFlow creates all assignments, generates personal upload links, and activates automated reminders. Done in 10 seconds.

team_q2.csvParsed
NameEmailProjectDeadline
M. Weberm.weber@..Q2 FilingApr 20
S. Muellers.mueller@..Q2 FilingApr 20
A. Schmidta.schmidt@..AuditApr 15
3 workers imported2 projects created3 upload links generated
02

AI Handles Follow-Up

Each worker gets a personalized email with their upload link. If they don't respond, AI sends progressively firmer reminders. When a deadline is close, it alerts the admin. Multiple workers on the same project? Each gets their own reminder.

To: m.weber@firma.ch

Q2 Filing — Your Upload Link

Hi Max, please upload your part of the Q2 Filing (due Apr 20). Sara and Anna are also working on this — you're the first to receive a reminder.

Upload My File

Q2 Filing — Team Progress

M. WeberWaiting
S. MuellerSubmitted
A. SchmidtWaiting
03

Track Everything Live

See real-time progress per project: who uploaded, who's overdue, which projects are at risk. Every Friday, get a digest with completion rates, response times, and flagged items. All data stays in your workspace.

Q2 FilingDue in 5 days
1 of 3 submitted33%

87%

On-Time Rate

1.8h

Avg Response

Weekly Trend

Ready to stop chasing
and start scaling?

Whether you're collecting tax documents, safety certs, or HR paperwork — we'll set everything up together in a 15-minute call. Import your team and go live the same day.