Stop Chasing Documents. Start Scaling Your Tax Practice.
The all-in-one mobile app and CRM that automates client intake for modern tax pros.
App Mockup Here
How It Works
1. Client Snaps
Client snaps photos of their tax documents using the Docuzard mobile app. No more shoeboxes of receipts.
2. We Sort
Our powerful backend instantly classifies, labels, and organizes the documents into your secure dashboard.
3. You File
Review the sorted data and export it directly to your tax software (Crosslink, Drake, etc.) with one click.
Find the plan that's right for you
Docuzard scales with you. From solo practitioners to large accounting firms.
Solo Practitioner
- Multi-lingual Client App
- Guided Client Intake
- Smart Document Uploads
- Individual & Business Returns
- Automated Checklists
- Missing Document Tracking
- Integration With Your Tax Software
- Unlimited Clients
Most Popular
Growing Firm
- Everything in solo Practitioner Plus:
- Up To Five Preparers
- Role-Based Access Control
- Reviewer Workflow
- Task Assignment
- Return Readiness Tracking
- Audit Logs
Enterprise Network
- Everything In Growing Firm Plus:
- Multi-Office Architecture
- Unlimited Staff
- Middle Management Layer
- Delegated Authority
- Global Performance Metrics
- Bottleneck Detection
- White Labeling
- API Access
- Dedicated Success Manager
Smart Scanning
Turn crumpled receipts and complex forms into organized digital data in a snap.
Bank-Level Security
Rest easy knowing your client's data is protected with end-to-end encryption.
Instant CRM Sync
Client data flows directly from the app to your CRM, eliminating manual entry.