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TaxDocs:
Simple Receipt Capture

Your best friend during the busy tax season to collect and organize client documents.

Team collaborating on document

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
$ 99 A MONTH ON ANNUAL PLAN
  • • 350 Total Document Uploads
  • • 25 Tax Clients
  • • Year Round Hosting & Support
Popular
50 Clients
$ 179 A MONTH ON ANNUAL PLAN
  • • 800 Total Document Uploads
  • • 50 Tax Clients
  • • Year Round Hosting & Support
100 Clients
$ 349 A MONTH ON ANNUAL PLAN
  • • 2000 Total Document Uploads
  • • 100 Tax Clients
  • • Premium Support & Annual Hosting
Need a Custom Plan?
Ask Us 1.855.998.3041 ext. 5808
  • • 2000+ Total Document Uploads
  • • 100+ Tax Clients
  • • Premium Support & Annual Hosting

25 Clients

$ 99 ON ANNUAL PLAN
  • • 350 Total Document Uploads
  • • 25 Tax Clients
  • • Year Round Hosting & Support
Popular

50 Clients

$ 179 ON ANNUAL PLAN
  • • 800 Total Document Uploads
  • • 50 Tax Clients
  • • Year Round Hosting & Support

100 Clients

$ 349 ON ANNUAL PLAN
  • • 2000 Total Document Uploads
  • • 100 Tax Clients
  • • Premium Support & Annual Hosting

Need a Custom Plan?

Ask Us 1.855.998.3041 ext. 5808
  • • 2000+ Total Document Uploads
  • • 100+ Tax Clients
  • • Premium Support & Annual Hosting

All Plans Include

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.

Get Your Tax Documents Ready – Try TaxDocs Now!

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Do You Have a Question?

Let us guide you through its powerful features and answer any questions you might have.

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