215 guides for IDup on the web and in the app — written from the product itself.
Every article belongs to exactly one category. The counts below are counted, not estimated.
Create your account, sign in with an email code, pick your area, install the app and set your language.
Articles: 10View → Plans & billingBusiness, private, tax advisor and trustee plans, the 30-day trial, extra users and companies, invoices and payment.
Articles: 11View → Accounting & taxesBookkeeping, receipt capture with and without AI, VAT, the Swiss QR bill, reports, the year-end close and tax filing.
Articles: 21View → Invoicing & paymentsWrite and send invoices and quotes, chase what is unpaid, and get paid online.
Articles: 13View → Customers & salesCustomers and contacts, leads, deals, quotes, contracts and the support desk.
Articles: 14View → Properties & rentalsProperties and units, tenancy agreements, rent payments and reminders, the rent roll, utility costs, the tenant portal and damage reports.
Articles: 12View → Search profilesWhat a search profile is, forms and the step-by-step wizard, features and places, matches, contact and notifications, statistics and the trash.
Articles: 9View → Projects, tasks & timeProjects and what customers see of them, tasks, appointments, meetings and time tracking.
Articles: 15View → Connect your team & customersInvite an employee or a customer, give them a free private account, chat, appointments, working hours and push categories.
Articles: 14View → Shop & ordersThe IDup Shop, the subscription shop, orders and their status, and connected external shops.
Articles: 9View → Private accountsThe free Basic account, Plus and Premium, the postbox, family members, assets and property.
Articles: 5View → Tax advisors & trusteesTax clients and mandates, the client intake form, per-plan limits and the Taxes and Trust modules.
Articles: 6View → AI, chatbot & inboxIDup AI, AI Studio, website and WhatsApp chatbots, the shared inbox and the social channels.
Articles: 9View → Marketing & campaignsCampaigns, newsletters, landing pages, popups, surveys, loyalty and social analytics.
Articles: 13View → Documents & filesThe document vault, file sharing, Google Drive, the knowledge base and the wiki.
Articles: 7View → Reports, automation & integrationsReports and report builders, workflow automation, webhooks, the API and external systems.
Articles: 7View → Operations & industry toolsInventory, purchasing, assets, fleet, manufacturing, logistics, workshops, property and field services.
Articles: 15View → Team, permissions & APIEmployees, roles and rights, workspaces, audit log, active sessions and API keys.
Articles: 8View → IDup app (iOS & Android)Install and sign in, switch areas, scan a receipt with the camera, push notifications, offline behaviour and updates.
Articles: 9View → Account, security & privacyTwo-factor sign-in, your password, notification preferences, data export, cookies and the legal documents.
Articles: 8View →The pages people open first. See every topic from A to Z →
Short answers to the things people ask before they start.
Create an account on the pricing page, tick the terms box, and confirm the code we email you. You are in the product within a few minutes — see Create your IDup account.
Yes. Every paid plan — business, private, tax advisor and trustee — starts with a 30-day trial. The private Basic plan is free and has no time limit.
Yes. Plans are billed monthly or yearly (yearly: two months free) and a cancellation takes effect at the end of the period you have paid for. See Cancel or change your plan.
On servers in Germany, inside the EU.
No. One account gives you the business area, your private area and every company that has connected you — you switch between them with the area picker after signing in.
Yes, for iOS and Android. It covers the same areas as the web, adds push notifications and lets you photograph a receipt. See Install the IDup app.
No. Receipts can be captured as a photo and the accounting area is built around ready-made accounts and reports. The tax and trustee modules are there when you want a professional involved.
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