Streamline Document Management for Tax Preparation
DocuSense helps clients securely upload tax documents with intelligent prescreening, organization, chatbot assistance, and powerful data extraction tools.
Powerful Features
Our AI-powered platform makes document management effortless for both clients and accountants.
Intelligent Document Organizing
Automatically sort and categorize tax documents for easy access and management.
Prescreening & Chatbot Assistance
Documents undergo initial prescreening while AI chatbot guidance helps clients submit the correct documents the first time, eliminating back-and-forth.
Table Data Extraction
Convert tables from PDFs and images directly to Excel for seamless data analysis.
For Accountants & Clients
DocuSense provides tailored experiences for both accountants and their clients.
How It Works
A simple process designed for efficiency and security.
Upload Documents
Clients securely upload tax documents through our intuitive interface.
Prescreening & Processing
Documents are prescreened for accuracy, intelligently categorized, and data from tables is extracted to Excel.
Accountant Access
Accountants receive organized documents with extracted data for efficient tax preparation.
Trusted by Professionals
See what accountants and clients are saying about DocuSense.
"DocuSense has transformed how we collect client documents. The intelligent organization and table extraction save us hours of manual work during tax season."
Sarah Johnson
CPA, Johnson Accounting
"As a client, I love how the prescreening process caught my missing documents immediately. The chatbot guided me to submit everything correctly the first time, saving weeks of back-and-forth emails."
Michael Chen
Small Business Owner
Ready to Transform Your Document Management?
Join thousands of accountants and clients who trust DocuSense.
Frequently Asked Questions
Find answers to common questions about DocuSense.
How does the intelligent document organizing work?
Our system analyzes document content, layout, and metadata to automatically categorize and organize documents into the appropriate tax categories, making it easier for accountants to find what they need.
What can the client helper chatbot assist with?
The chatbot can answer questions about document requirements, guide clients through the upload process, provide status updates, and help troubleshoot common issues without needing to contact support.
How accurate is the table data extraction feature?
Our extraction technology can accurately convert tables from PDFs and images to Excel with high precision. The system also flags any uncertain data for review, ensuring accuracy in financial information.
Is there a limit to how many documents I can upload?
Our standard plan includes generous document storage. For businesses with high-volume needs, we offer enterprise plans with unlimited storage.
Can accountants request specific documents from clients?
Yes, accountants can send document requests directly through the platform, making it easy for clients to know exactly what to upload.
How does the document prescreening process work?
When clients upload documents, our system immediately prescreens them for completeness and accuracy. Combined with our AI chatbot, this helps clients submit the correct documents the first time, significantly reducing back-and-forth communication with accountants.