Swiss fiduciary · Custom platform
Veltica — a whole fiduciary on a single platform
Public website, CRM, newsletters, online tax returns and AI email triage: at Veltica, no request gets lost between visitor and client.
5
business pillars
FR · EN
site languages
5
steps to file a tax return
1
single platform
The story
Veltica is a Swiss fiduciary, based in Lausanne and Geneva: accounting, tax and administration for individuals, companies and foundations. Its tools were scattered: an old website, contacts in SharePoint, an overflowing info@ inbox, and tax returns sent back and forth by email.
I built one platform that connects it all. Every visitor becomes a record in the CRM, every email is sorted, every tax return has a status and an owner. All of it runs on my own framework — the same one behind this site.
What I built
The five pillars
A website the team edits alone
FR/EN, visual page builder, several themes, images and SEO copy assisted by AI.
A CRM that follows every person
Visitor → lead → prospect → client. Existing SharePoint contacts imported with their history, duplicates merged.
Built-in marketing
Newsletters, segments drawn from the CRM, sending statistics.
Tax returns online
A 5-step form, pre-filled for known clients, with document upload — and a dashboard for the team.
AI email triage
Every email to info@ is classified (topic, urgency, language), linked to its client record, with a draft reply ready in Outlook. AI proposes, a human decides.
From visitor to client
Discovers
The website, the free tax quote, the questionnaires.
Asks
The form automatically creates a lead in the CRM.
Files
They fill in their tax return online and upload their documents.
Is followed up
Status, owner, linked emails: everything in one place.
In pictures
Unfiltered
The honest review
Beta
Status
Design and full development
My role
Next.js · Prisma · PostgreSQL · IA · Microsoft Graph
Tools