From Pocket to Tax Software in Seconds.

Docuzard workflow: From client mobile to cloud to tax software

The only platform that connects client mobile intake directly to your professional tax software.

Intelligent Intake

Your clients capture documents with their phone camera, and our AI-powered system automatically categorizes, validates, and organizes everything for you.

  • Guided step-by-step document collection
  • Automatic document type detection
  • Real-time validation and quality checks
  • Multi-language support for diverse clients
Client using Docuzard mobile app
Docuzard professional dashboard

Command Center

Your professional dashboard gives you complete visibility into every client, every document, and every return—all in one place.

  • Real-time client activity tracking
  • Return readiness indicators at a glance
  • Automated missing document alerts
  • One-click export to your tax software

We Don't Replace Your Software. We Feed It.

Seamlessly export client data to your existing tax software with one click.

XML Export
<taxpayer>
<documents>...</documents>
<forms>...</forms>
</taxpayer>
TX
Tax Software
CrossLink
Drake
UltraTax CS

Enterprise-Grade Security

Your clients trust you with sensitive data. We help you keep that trust.

Encryption

256-bit AES

SOC2 Hosting

Certified Infrastructure

MFA Protection

Multi-Factor Auth

IRS Compliant

Publication 4557

Modernize Your Tax Practice—Without Changing How You File

Docuzard works alongside your existing tax software, enhancing—not replacing—your current process.

Get Started