Built to Scale with Your Practice.

Whether you are a solo filer or a national franchise, Docuzard adapts to your workflow.

For the Solo Fighter.

The Pain Point

You are spending more time chasing documents than preparing returns.

The Solution

Docuzard acts as your digital receptionist, collecting, organizing, and validating files while you sleep.

View Solo Features
Solo tax preparer using Docuzard
Growing tax team using Docuzard

For the Growing Team.

The Pain Point

Adding staff usually means adding chaos. You don't know who is working on what.

The Solution

Delegate with confidence. Assign files, track status updates in real-time, and review work before it hits the tax software.

View Team Features

For the Multi-Office Enterprise.

The Pain Point

Maintaining quality standards across 5, 10, or 50 locations is impossible with email.

The Solution

Centralize your command. Enforce standard intake workflows, monitor branch performance, and manage global settings from one dashboard.

View Enterprise Features
Multi-office enterprise using Docuzard

Detailed Feature Comparison

See exactly what's included in each plan.

Features Overview

Find the perfect fit for your tax practice

Features
Solo
Growing
Enterprise
Core Workflow
Guided Client Intake
Fake & Invalid ID Detection
Multi-lingual Client App
Smart Document Uploads
Individual & Business Returns
Automated Checklists
Missing Doc Tracking
Tax Software Integration
Unlimited Clients
Team Management
Role-Based Access Control
Up To 5 Preparers
Receptionist Role
Reviewer Workflow
Task Assignment
Return Readiness Tracking
Audit Logs
Client Messaging
Enterprise Control
Multi-Office Architecture
Unlimited Staff
Middle Management Layer
Delegated Authority
Global Performance Metrics
Bottleneck Detection
White Labeling
API Access
Dedicated Success Manager

Modernize Your Tax Practice—Without Changing How You File

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

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