Stop Chasing Documents. Start Scaling Your Tax Practice.
Docuzard is the all-in-one client intake and document management platform built for modern tax professionals—automating document collection, organization, and workflow so you can focus on revenue, not reminders.
How It Works
1. Client Snaps
Clients securely upload tax documents from their phone or computer—no portals to learn, no confusion, no back-and-forth emails.
2. Docuzard Sorts
Documents are automatically categorized, tracked, and matched to the client's tax situation inside your dashboard.
3. You File
Everything you need is organized, complete, and ready—so you can file faster, reduce errors, and increase capacity.
Find the plan that's right for you
Docuzard scales with your practice—from independent preparers to multi-office firms with complex workflows.
Solo Practitioner
Built for Independent Tax Professionals
Perfect for solo preparers who want to look professional, reduce admin time, and deliver a modern client experience without complexity.
- Guided client intake interviews
- Smart document uploads and tracking
- Automated missing document reminders
- Individual & small business returns
- Tax software integration
- Multi-lingual client App
- Unlimited clients
Spend less time chasing paperwork and more time serving clients—or adding new ones.
Growing Tax Practice
Designed to Scale a Real Tax Business
For growing firms ready to systematize operations, delegate work, and increase throughput without adding chaos.
- Everything in solo, plus:
- Role-Based Access Control
- Team workflows and task assignment
- Reviewer oversight
- Client messaging and activity logs
- Return preparation tracking
- Audit logs
- Return Readiness Tracking
- Audit Logs
Turn your tax practice into an operation—not a bottleneck centered around you. Grow with confidence.
Enterprise-Level Tax Firm
Enterprise Control. Firm-Wide Visibility.
Tailored for large tax practices requiring advanced features, robust security, and dedicated support to manage complex workflows across multiple locations.
- Everything in Growing, plus:
- Multi-office architecture
- Unlimited Staff and management
- Custom workflows and permissions
- Branded client portals
- Advanced performance metrics
- Bottleneck detection
- API access and integrations
- Dedicated Success Manager
Standardize operations across locations while maintaining full visibility, compliance, and control.
Features Overview
Find the perfect fit for your tax practice
Core Workflow
Automated intake, document tracking, and return readiness—built specifically for tax workflows, not generic CRMs.
Core Workflow
Automated intake, document tracking, and return readiness—built specifically for tax workflows, not generic CRMs.
Explore Solo FeaturesTeam Management
Delegate work with confidence using permissions, task tracking, reviewer controls, and audit logs.
Explore Team FeaturesEnterprise Level Firms
Run multiple offices, enforce standards, and monitor performance from a single command center.
Explore Enterprise FeaturesSmart 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.
Modernize Your Tax Practice—Without Changing How You File
Docuzard works alongside your existing tax software, enhancing—not replacing—your current process.