TaxDocs:
Simple Receipt Capture
Your best friend during the busy tax season to collect and organize client documents.
Tax Document Management Software:
Manage, Organize, and Access Client Information Fast!
TaxDocs is a standalone tax preparation product inside the LedgerDocs platform. We’ve taken the core elements from LedgerDocs’ powerful file management system, designed for ongoing bookkeeping, and tailored it to fill the needs for preparing your clients yearly taxes. Effortlessly save valuable time by setting up individual client folders to collect documents for each of your clients throughout the year. Best of all, you pay a low yearly fee per-client that’s less than the price of your favorite latte.
Never Lose a Receipt Again
With TaxDocs, tax season this year can be much less painful because all client documents will already be gathered in one spot. No more searching for lost documents or implementing a complicated organizational system.
You set up a folder for your client inside TaxDocs and invite them to it.
Your client uploads their documents by web, mobile app, or email.
Uploaded tax documents are automatically sorted by client in your inbox for when you’re ready to work on them.
Say Goodbye to the Paper Chase – Benefits & Features
Improved Organization
Centralized repository for all client information & tax documents leading to increased productivity
Increased Security
Bank-level security measures to keep sensitive data safe
Maximize Deductions
No missing documents leads to maximum opportunities to get tax deductions for your clients
Better Collaboration
Simple file sharing between accountants and clients
Save Time with Automation
A range of automatic features will simplify tax preparation
Happy Clients
Improved client relationships and client engagement
Simple Pricing
Our pricing packages for TaxDocs are designed to be affordable for businesses large or small. Choose the plan that best meets your requirements and contact us if you need a custom plan.
25 Clients
- • 25 Tax Clients
- • 350 Uploads
- • Year Round Hosting & Support
50 Clients
- • 50 Tax Clients
- • 800 Uploads
- • Year Round Hosting & Support
100 Clients
- • 100 Tax Clients
- • 2000 Uploads
- • Premium Support & Annual Hosting
Need a Custom Plan?
- • 100+ Tax Clients
- • 2000+ Uploads
- • Premium Support & Annual Hosting
25 Clients
- • 25 Tax Clients
- • 350 Uploads
- • Year Round Hosting & Support
50 Clients
- • 50 Tax Clients
- • 800 Uploads
- • Year Round Hosting & Support
100 Clients
- • 100 Tax Clients
- • 2000 Uploads
- • Premium Support & Annual Hosting
Need a Custom Plan?
- • 100+ Tax Clients
- • 2000+ Uploads
- • Premium Support & Annual Hosting
All Plans Include
- Live Dashboard
- User Audit Trail
- Daily Backups & Encryption
- iPhone & Android App
- Daily Summary of Activity
- Secure File Sharing
TAXDOCS – Best Document Management Software Common Questions
LedgerDocs TAXDOCS is designed to be intuitive and user-friendly, with a simple, easy-to-use interface that requires no special training or expertise. Users can upload and organize their tax documents, track tax deadlines, and collaborate with their tax preparers all in one place.
TAXDOCS also offers features such as automated data extraction, smart categorization, and data validation to help users save time and minimize errors.
It’s pretty simple! Once logged into the client portal, click on the TAXDOCS tab, and you’ll see a list of your tax documents. Click on the document you would like to open. Download or print as needed.
Get Your Tax Documents Ready – Try TaxDocs Now!
