SCAN & DIGITIZE TAX RETURNS
Anyone who prepares a tax return knows the hassle: gathering receipts, organizing documents, requesting missing documents, and finally compiling everything correctly. This takes time and often leads to uncertainty. With DuMo, you can have your tax documents scanned and digitized so that everything is organized and readily available. We offer a service that simplifies your work, whether you want to scan tax receipts, record invoices, or digitize tax documents. Using modern text recognition and end-to-end encryption, your data is processed securely in accordance with data protection regulations and is always accessible to you.
Why digitize tax documents?
Efficiency & Transparency
When receipts and documents are neatly digitized, processing, review, and control become easier. At the same time, an archive is created that can be reused year after year. With a clear
Thanks to the structure, taxpayers can access their receipts at any time, via cloud, USB stick or download.
Your advantages at a glance
Less paper clutter and better overview
Quick access to all relevant documents
Structured filing by topic or tax year
Less effort with recurring documents
Ideal for individuals, companies and trusts
Which documents can be digitized for the tax return?
DuMo helps you digitize typical documents related to your tax return. This includes tax receipts with QR codes.
Paper invoices or documents can be scanned and digitized. This creates a digital archive that...
It meets the requirements of the tax authorities and is available at all times.
Salary & Certificates
Wage slips
Employer certificates
Banking & Finance
Bank documents
Interest and custody account statements
Health & Social Services
Health insurance billing
Health costs
Donation receipts
Career & Real Estate
Professional expenses
Continuing education certificates
Mortgages & Renovations
Digitizing tax documents means: creating order
Scanning receipts is the first step. The crucial thing is...
that the documents are actually usable afterwards. Our
Customers benefit from a clear overview that tax advisors and trustees can import directly into their tax software.
The quality is significantly higher than when scanning with an app or
when taking photos with a smartphone camera.
DuMo supports you with:
OCR text recognition
Searchable documents for quick access
Logical structuring
Sorted by category or tax year
Quality control
Image post-processing for completeness and readability
This is how the digitization of your tax documents works at DuMo
To ensure everything runs efficiently and transparently, we work with a clear process specifically designed for the digitization of
Our services are tailored to your tax documents. From capturing receipts and scanning to structured filing, our experts ensure that your data is processed securely and completely.
Hand over or have documents collected
You collect your receipts and hand them over to us all at once. If needed, we can arrange for pickup. Postal delivery is also possible. You don't need to create a user account; we adapt to your preferences.
Preparation and sorting
Upon request, we will prepare the documents to ensure a smooth scanning process and prevent any documents from being lost. We will ensure correct categorization according to tax period and categories.
Scan in professional quality
All content – tax documents, invoices or forms –
are captured in high quality and are available to you as PDF files
or alternative formats are available. All
The text is easily legible, including signatures.
OCR and structured filing
We create searchable documents using OCR and deliver
The files are organized in a clear structure. The filing can be done according to...
Tax year, topics, or projects will be addressed. Uniform
File names keep things organized.
Quality control and handover
Finally, we check for readability and completeness. Delivery is flexible and can be made via download, USB drive, email, or cloud storage. You have access to your data at any time.
Secure handling of sensitive tax documents
Tax documents contain personal and financial information. That's why DuMo relies on secure and controlled processing, precisely according to your specifications. With end-to-end encryption and verified authentication procedures, we ensure that your data remains protected.
Structured approach
Defined processes and clear
Responsibilities in dealing
with sensitive documents
ISO 27001:2022
Safe processing according to
international
Safety standard
End-to-end
Encryption
Your data is protected by the
Collection until handover
Protected at all times
Reliable quality
Transparent processes without
Compromises on confidentiality
Who benefits from scanning tax documents?
Tax advisors and experts also benefit from digitalization, as they can import the files directly into their tax software such as Dr. Tax or others. This creates an efficient process that simplifies processing and reduces errors.
authorities
With recurring documentation requirements and many
Receipts per year
Trust offices
For better document organization and direct import
in tax software
Multi-year filing
Individuals who have documents covering several tax years
want to file in a structured manner
Have your tax documents digitized – Request a free quote now
We support you
Do you want to have your tax documents scanned and finally get organized? We'd be happy to advise you and find the right solution together. With modern technology, efficient equipment, a clear structure, good communication, and certified services.
We create a high-quality digital foundation that will bring you long-term benefits.
Our promise
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Scan tax documents and file them in a structured manner.
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Record supporting documents for the tax return
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Digitize tax documents with OCR. Fast and professional processing.
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Flexible handover according to your wishes
Contact us. We will support you quickly and professionally.
Frequently asked questions about digitizing tax documents
1
Which tax documents should I digitize?
Most frequently digitized documents include pay slips, bank statements, health insurance statements, donation receipts, business expenses, training certificates, and documents relating to real estate and mortgages. DuMo helps you categorize these documents if you are unsure which ones are relevant.
2
How long must digital tax documents be kept in Switzerland?
In Switzerland, business documents must generally be retained for 10 years. DuMo creates a structured digital filing system organized by tax year and category, so you can quickly find and present documents whenever needed.
3
Can I import the digitized tax receipts directly into my tax software?
Yes. DuMo delivers the documents as searchable PDF files that can be directly imported into common tax software such as Dr. Tax or similar programs. This allows trustees and tax advisors to process the files further without any additional effort.
4
How secure is the processing of my sensitive tax documents at DuMo?
At DuMo, tax documents are processed using end-to-end encryption and verified authentication procedures. The entire process complies with ISO 27001:2022; from collection and scanning to delivery, your data is protected at all times.
5
Can I have only individual tax receipts scanned?
Both are possible. DuMo processes individual documents as well as entire annual archives. The service is flexible and tailored to your specific requirements, regardless of the scope of the order.
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