Tax Preparation Automation

From Paper Piles to Digital Files

Tax preparers, meet Docubee: the automation software that's turning paper-based chaos into faster filings and happier clients one document at a time.

Benefits Tax Preparers Love

Simplified KBA Validation & Security

Easily validate user identity using KBA to stay on the right side of tax regulations Docubee brings compliance and security so that you can focus on crunching numbers.

Tax Prep Without the Wait

Going digital means clients get docs to you faster, and you get vital information quicker without the hassle or printing or scanning.

Clutter-Free Tax Document Handling

No more paper shuffling. Docubee brings order to tax prep chaos, ensuring every document is

Flexibility for All Your Business Needs

Docubee isn’t just for tax season. Get year-round support for other business ventures needing contract management, document generation, and secure eSignatures.

Seamless Integration with Your Tech Stack

Already use Salesforce or other software to run your business? Docubee API integrates with your tech stack, adding secure data collection, document generation, and eSignatures to streamline your tax prep process.

The Case for Legal Automation from Docubee

Easy Tax Document GenerationRedefine tax prep with automation — gather client data and documents, generate personalized tax documents from scratch or pre-made templates, and collect eSignatures. — Easy Tax Document Generation
Redefine tax prep with automation — gather client data and documents, generate personalized tax documents from scratch or pre-made templates, and collect eSignatures.

Adaptable for Year-Round UseDocubee extends beyond tax season. Use our contract automation and eSignature tools to power your other businesses after tax season. — Adaptable for Year-Round Use
Docubee extends beyond tax season. Use our contract automation and eSignature tools to power your other businesses after tax season.

Secure Hive for DocumentsKeep client data secure with digital intake forms featuring end-to-end encryption from Docubee. — Secure Hive for Documents
Keep client data secure with digital intake forms featuring end-to-end encryption from Docubee.

Access Tax Docs On Any DeviceNo more lost paperwork. Let clients upload documents and sign tax documents on the fly using their desktop, smartphone, or tablet. — Access Tax Docs On Any Device
No more lost paperwork. Let clients upload documents and sign tax documents on the fly using their desktop, smartphone, or tablet.

Secure Tax Documents with Docubee

KBA Validation

HIPAA Compliant

Encryption in Transit

eSign Act 200 Compliant

How Docubee Reinvents the Tax Wheel

Simplified Client Intake Forms

Eliminate tedious paperwork with Docubee’s digital client intake forms. Collect and store client information effortlessly, saving time and improving the customer experience.

Automated 1040 Tax Forms

Create a trouble-free process with 1040 tax preparation automation. Docubee reduces manual errors and offers a secure and compliant storage solution to share and access tax files in seconds.

Hassle-Free Invoicing

Take the hassle out of invoicing with Docubee. Generate, send, and track invoices for your services, improving your cash flow and client relationships.

Effortlessly Sync with CRMs

Say goodbye to disjointed systems and hello to a cohesive, efficient client management experience. Docubee uses Zapier to sync with popular insurance CRMs like Salesforce, HubSpot, and many others.

Frequently Asked Questions

What is tax automation?: Tax automation is the process of adding workflows behind your standard tax paperwork processes and automating these and all connecting pieces.
How does automated tax preparation work?: Automated tax preparation allows you to collect customer data that can then be used to populate documents, such as client intake forms or 1040s. Clients can certify responses by verifying their identity and adding a secure eSignature. All follow-ups and emails that connect the separate pieces of these processes are automated to reduce follow ups and manual touchpoints.
What can you automate on taxes?: From client intake forms to the nitty-gritty of 1040s, tax automation can handle it all. Any tax process your business uses that features a set of repeatable steps can easily be automated with the right tax prep automation software.