Details About Tax-Docs:
TaxDocs – Smart Accounting Document Management App
TaxDocs is a powerful accounting app that simplifies collaboration between accountants and their clients. Clients can upload all their regular financial documents — including income bills, expense receipts, payroll records — and even create and manage invoices directly from the app.
Every generated invoice is tracked in real time, and as soon as a payment is received, the system automatically forwards the record to the client’s accountant. On the accountant’s side, all submitted documents and invoices can be reviewed, approved, and processed seamlessly.
With automated workflows, secure document storage, and instant sharing, TaxDocs eliminates manual paperwork and ensures a faster, more accurate, and hassle-free accounting experience for both clients and accountants.
Functional - Features
- Client Document Upload (Income
- Expenses
- Payroll)
- Invoice Creation & Management
- Automated Invoice Forwarding to Accountant
- Real-Time Invoice Payment Tracking
- Secure Digital Receipt Storage
- Categorized Transactions
- Accountant Review & Approval Workflow
- Payroll Record Management
- Bank Statement Import
- Hassle-Free Document Sharing
- Tax-Ready Reports
- Compliance Monitoring
- Multi-User Access (Client & Accountant)
- Notifications & Reminders
- Cloud Backup & Data Security
- Mobile & Web Access
- Streamlined Accountant Collaboration
