Fiduciaire Boschetti - Client portal
Fiduciaire Boschetti is a Geneva-based family business on a human scale, in operation since 1982. It offers accounting, tax and administrative services for SMEs, self-employed professionals and private individuals.
With the pandemic, remote interactions have taken precedence over all other forms of interaction. Against this backdrop, the fiduciary wished to offer its customers greater autonomy. This means easier access to their personal information and documents.
Development of a Customer Area integrated with the APIs of the accounting ERP (Bexio) and EDM (Sharepoint) used by the fiduciary.
Démarrage du prototype
Passation
Outils et compétences
Quelques métriques
5,000
Lines fo
José Boschetti
Director of Fiduciaire Boschetti
Since 2018, Socraft has been supporting me in my company's digital transformation. Thanks to their methodology, my projects are coming to life, and today we're developing tailor-made tools. Their expertise has already boosted my growth and will contribute to my future success. Thanks to the whole team!