TaxDocs:
Simple Tax Document Management Software
Your best friend during busy tax season—collect, organize, and access client documents effortlessly.
Say goodbye to lost receipts and paper chaos. With TaxDocs, you can securely capture receipts, share files, and manage tax documents—all in one place.
Tax Document Management Software:
Manage, Organize, and Access Client Information Fast!
✔ Individual client folders keep documents sorted automatically
✔ Clients can upload by web, mobile app, email, or scanner
✔ Bank-level security protects sensitive tax data
✔ One Low yearly fee per client – less than a daily 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 Transparent 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
- • 350 Total Document Uploads
- • 25 Tax Clients
- • Year Round Access & Support
50 Clients
- • 800 Total Document Uploads
- • 50 Tax Clients
- • Year Round Access & Support
100 Clients
- • 2000 Total Document Uploads
- • 100 Tax Clients
- • Premium Support & Annual Access
Need a Custom Plan?
- • 2000+ Total Document Uploads
- • 100+ Tax Clients
- • Premium Support & Annual Access
25 Clients
- • 350 Total Document Uploads
- • 25 Tax Clients
- • Year Round Access & Support
50 Clients
- • 800 Total Document Uploads
- • 50 Tax Clients
- • Year Round Access & Support
100 Clients
- • 2000 Total Document Uploads
- • 100 Tax Clients
- • Premium Support & Annual Access
Need a Custom Plan?
- • 2000+ Total Document Uploads
- • 100+ Tax Clients
- • Premium Support & Annual Access
25 Clients
- • 350 Total Document Uploads
- • 25 Tax Clients
- • Year Round Hosting & Support
50 Clients
- • 800 Total Document Uploads
- • 50 Tax Clients
- • Year Round Hosting & Support
100 Clients
- • 2000 Total Document Uploads
- • 100 Tax Clients
- • Premium Support & Annual Hosting
Need a Custom Plan?
- • 2000+ Total Document Uploads
- • 100+ Tax Clients
- • Premium Support & Annual Hosting
All Plans Include
- Live Dashboard
- User Audit Trail
- Email and Web Upload Feature
- Daily Backups & Encryption
- iPhone & Android App
- Daily Summary of Activity
- Automated Document Requests
- Secure File Sharing
TAXDOCS – Best Document Management Software Common Questions
You can easily upload your documents through your web browser, email, mobile app, or by scanning them. For more information on how to upload your documents, simply click here.
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.
