How it works

From a stack of paperwork to a canton-ready summary.

Six calm steps. No accountant jargon. You stay in control at every stage.

Step 01

Secure onboarding

Sign up with email and phone. Optional Swiss ID verification for additional assurance.

Step 02

Upload documents

PDFs, photos, email forwards, or mobile scans. Drag a folder or snap a receipt — both work.

Step 03

AI extraction

Salary certificates, bank statements, insurance premiums, pillar 3a, mortgages, donations, medical bills — automatically parsed.

Step 04

Select your canton

Localized rules, limits, and prompts. TaxPilot adapts to your cantonal authority.

Step 05

Detect deductions

Likely deductions are highlighted with a confidence score. Risk warnings flag uncertain entries.

Step 06

Review & export

Get a structured PDF summary plus a checklist tailored for your canton's official tax software.

Ready to prepare your return?

Start with one document. We'll guide the rest.

Start for free →