Enterprise-Grade Solutions for Large Tax Firms

Unlimited scale, advanced hierarchy, and dedicated support for multi-office operations

Includes the complete suite of management tools: Role-Based Access, Reviewer Workflow, and Audit Logs.

Centralized command. Manage multiple physical locations and distinct EFINs under a single master organization.

Scale without friction. Remove all user caps and licensing restrictions to support rapid growth.

Empower your leaders. Create "Senior Accountant" roles that can manage their own pods of junior preparers.

Remove bottlenecks. Grant specific managers the authority to "Finalize and File" returns without Owner intervention.

God-mode analytics. View total revenue, filing volume, and rejection rates aggregated across all branches.

AI-driven insights that identify which specific branches or employees are slowing down your turnaround time.

Your Brand, Your App. We remove our logo and replace it with your firm's identity on the mobile app and portal.

Seamless integration. Connect Docuzard data directly to Salesforce, NetSuite, or your custom payroll backend.

VIP Treatment. A named point-of-contact for priority onboarding, training, and issue resolution.