Generate, send, and manage important documents and contracts with ease.
Simplify your paperwork, keep everything organized, and get documents signed faster all in one place.
Create Professional Documents: Quickly generate contracts, agreements, and forms using ready-to-use templates.
Send Documents for Signature: Send documents to clients and collect signatures without printing or scanning.
Secure Storage: Keep all important files organized and accessible whenever you need them.
What is document automation for tax businesses?
Document automation is the use of software to create legal and business documents by merging pre-defined templates with client data. Instead of manually typing out a new contract for every client, the system pulls information (like names, EINs, and service fees) from your database to generate a finished file instantly.
Why shouldn't I just use a Word template?
While Word templates are a start, they are prone to "human error" such as forgetting to change a date or leaving a previous client’s name in a paragraph. Automation ensures consistency, legal compliance, and professional branding across every document your firm sends out.
Start Managing Documents the Smart Way