Intelligent and secure document management system for tax firms

Quickly upload any tax document like 1040, 1065, 1120s, and more. They are automatically read, categorized, and organized, so you can skip the manual work and focus on delivering value to your clients.

Are you handling complex documents like the 1120s? Every crucial detail is captured and presented clearly for your review. Make quick adjustments and create complete client profiles in minutes, streamlining your workflow.

Each document's details are meticulously extracted and presented for your review. Stay in control by reviewing, verifying, and correcting information as needed, ensuring everything is accurate before finalizing.

A comprehensive client profile is generated and seamlessly integrated into your CRM as soon as documents are uploaded. This 360-degree view includes all tax documents, prior filings, and personal notes, ready for immediate review.

Enhance client interactions with embedded email and text messaging. Clients can ask questions directly from their emails, and you will receive draft responses based on the context of their documents. Review, edit, and approve responses to ensure accuracy and personalization.

Documents are instantly organized within your client management dashboard, eliminating manual data entry. You can access client profiles, documents, and communication history all in one place, making your workflow more efficient.