Supporting Clients Across the Entire Business Lifecycle: How Fiduciaries Can Rely on Abacus, DeepCloud and Hoop

The expectations placed on fiduciary firms are evolving rapidly. Today’s SMEs no longer seek only ad hoc support, but rather seamless and fully digital guidance — from company formation to business succession. This is exactly where the Abacus ecosystem provides a unique solution: with Hoop, DeepCloud, and Abacus Business Software, fiduciaries can support their clients competently and efficiently at every stage of the business lifecycle.

Digital Incorporation and Changes in Company Officers with Hoop

Starting a company today is a digital process. With Hoop, a GmbH or AG can be fully incorporated online — including legally valid identification via DeepID, electronic signature with DeepSign, and automatic submission to the commercial register. Subsequent amendments such as changes in company address, purpose or name can also be handled digitally via the same platform, without media disruption.

Especially in the early and growth stages of a company, changes in personnel are common: new board members may join, signing authorities may be assigned or updated, and shareholder structures may change. These changes can also be recorded and signed digitally through Hoop, offering a streamlined and legally secure process. For fiduciaries, this creates a continuous and transparent workflow that saves time and ensures legal compliance.
🔗 More on digital incorporation with Hoop

DeepBox as a Hub for Secure Digital Collaboration

Once a business is up and running, efficiently managing day-to-day administration becomes key — and this is where DeepBox comes into play. As a central platform for secure document exchange, DeepBox does more than just store files: it intelligently processes them. Thanks to DeepO, contents are automatically recognized and structured, while DeepPay enables direct, media-free payment approvals. Contracts and forms can be signed legally via DeepSign. DeepBox thus becomes the digital backbone of collaboration between fiduciaries, clients, banks, and public authorities.
🔗 Article on Deep technologies by Abacus – MoneyToday

A Simple Entry Point into Bookkeeping with AbaNinja

For small businesses, particularly in their early stages, an intuitive bookkeeping solution can make all the difference. AbaNinja offers a user-friendly, cloud-based tool that integrates smoothly into daily operations. Entrepreneurs can create quotes and invoices, manage receipts, monitor payments, and transmit all accounting data to their fiduciary with just a few clicks. Seamlessly connected to DeepBox, AbaNinja ensures consistent, real-time data exchange. As the company grows, the system can easily transition into the more comprehensive Abacus ERP — without system disruptions and with familiar workflows.
🔗 Overview of fiduciary solutions – Abacus industry portal

Growth and Scalability with Abacus ERP

As companies expand, their operational requirements grow. The modular ERP system from Abacus covers all essential areas — from financial accounting and HR management to project and resource planning. Its high degree of flexibility is particularly valued: the solution adapts to individual needs and integrates seamlessly into existing workflows.

In addition to the classic on-premise model, Abacus also offers a web-based alternative through AbaWeb. This enables fiduciaries and clients to work together in a secure cloud environment — accessible from anywhere, at any time. This not only enhances efficiency but also strengthens collaboration during phases of expansion and consolidation.
🔗 Success stories from fiduciary clients – abacus.ch

Planning for Business Succession with Digital Tools

Business succession is often both emotionally and legally complex. A structured and digital data foundation helps fiduciaries prepare their clients early and thoroughly for a smooth transition. With Abacus and DeepCloud, all relevant information — from financial figures and contracts to corporate documentation — is centrally available and up to date, enabling successors to be efficiently integrated into the process.

This digital foundation fosters transparency and trust, whether within the family or with external buyers. At the same time, Hoop allows for straightforward and legally compliant adjustments to the commercial register, such as adding or removing authorized signatories or board members. This ensures that the succession process continues seamlessly on both operational and legal levels — without systemic breaks or unnecessary delays.

Conclusion: A Digital Ecosystem Covering the Entire Client Lifecycle

Hoop, DeepCloud and Abacus offer fiduciaries a fully integrated ecosystem that goes far beyond traditional software solutions. It enables a comprehensive, digital client journey — from incorporation to succession. Thanks to the tight interconnection between all components, streamlined and legally secure processes are created that avoid media disruptions, save time and build trust. In an increasingly competitive environment, this kind of digital continuity becomes a clear competitive advantage — for fiduciaries and their clients alike.

This blog article does not constitute legal advice, it is made available “as is” and makes no claim to completeness or accuracy. Hoop makes no warranty or liability as to its content. This is excluded to the extent permitted by law. Use is at your own risk. Legal advice is recommended if necessary.


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