Stop Chasing Clients for Tax Documents
DocuButler helps accounting firms verify and collect the right tax documents, eliminating back-and-forth with clients.
Save 1 hour per client during tax season.
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Your Collections Specialist
DocuButler automates the entire document collection process for tax preparation, giving you more time to focus on what matters.
Cut Long PDFs
Merged Documents get separated based on their Tax Document Types
Renamed Documents
Based on the recipient, year, document type and code - the document is renamed
Automated Document Verification
Automatically verify documents against your firm's required tax checklist.
Automated Reminders
Send scheduled reminders via email and text messages
Personalized emails
Generate emails and messages based on missing, duplicate, incorrect, or incomplete documents
Seamless Integration
Works with popular tax preparation software and practice management tools.
How DocuButler Works
A simple process that saves you hours of work per client
1
Create Client Profiles
Set up your clients by creating a project
2
Upload all Documents
Upload any tax documents to DocuButler, which extracts, divides, and renames them
3
Verification & Completion
Documents are automatically verified against requirements, with follow-ups for errors until ready to download.
Ready to Stop Chasing Clients?
Join CPAs who've simplified their document collection with DocuButler.