Document Management
Organize, secure, and access all your client documents in one place
Never lose a client document again. TuskCPA's intelligent document management system automatically organizes files, extracts key data using OCR, and provides instant search across all your documents.
Overview
Say goodbye to email attachments, shared drives, and scattered file systems. Our document management platform centralizes all client files, automates organization, and provides bank-level security for sensitive financial documents.
Key Features
Smart Upload & Organization
Drag-and-drop uploads with automatic categorization. AI recognizes document types (W-2, 1099, P&L) and files them correctly.
OCR & Full-Text Search
Search inside PDFs, images, and scanned documents. Find any client document in seconds with powerful full-text search.
Bank-Level Security
256-bit AES encryption, role-based permissions, audit logs, and secure client portals for sharing. SOC 2 Type II certified.
Auto-Generated Folders
Automatically create organized folder structures for each client based on your templates. Maintain consistency firm-wide.
Document Types & Auto-Classification
Our AI recognizes and classifies over 200 document types, including:
Tax Documents
- • W-2, W-4, 1099 (all variants)
- • 1040, 1120, 1120S, 1065
- • K-1, Schedule C, Schedule E
- • Property tax bills, estimated payments
Financial Statements
- • Profit & Loss statements
- • Balance sheets
- • Cash flow statements
- • Bank statements
Business Documents
- • Invoices and receipts
- • Payroll reports
- • Contracts and agreements
- • Business licenses
Personal Documents
- • Driver's licenses, passports
- • Social Security cards
- • Mortgage statements
- • Investment account statements
Client Portal & Document Requests
Stop chasing clients for documents via email. Send secure document requests through the client portal with:
- Custom Checklists: Create document request lists tailored to each engagement type
- Automatic Reminders: System sends follow-up reminders on your schedule
- Real-Time Notifications: Get notified instantly when clients upload documents
- Mobile-Friendly: Clients can snap photos of documents with their phone
- Status Tracking: See what's received, pending, or overdue at a glance
Data Extraction & OCR
Our advanced OCR engine automatically extracts key data from documents:
Automated Data Extraction Examples
- W-2 Forms: Employee name, SSN, wages, withholdings automatically imported
- Receipts: Vendor, date, amount, category extracted for expense tracking
- Invoices: Invoice number, due date, line items, total automatically captured
- Bank Statements: Transactions, balances, dates extracted for reconciliation
Accuracy Rate: 98%+ for typed documents, 95%+ for handwritten text
Version Control & Audit Trail
Every document action is logged for compliance and quality control:
- Track who uploaded, viewed, edited, downloaded, or deleted documents
- Maintain complete version history with ability to restore previous versions
- Time-stamped audit logs meet IRS and state board requirements
- Export audit reports for compliance reviews and risk management
Integration with Accounting Software
Documents automatically sync with your accounting platforms:
- QuickBooks: Attach receipts and bills to transactions automatically
- Xero: Sync supporting documents with bank reconciliations
- Tax Software: Export organizer data directly to Drake, Lacerte, ProSeries
Storage & Retention
Unlimited Storage: All plans include unlimited document storage. Never worry about running out of space or paying overage fees.
Configure retention policies to automatically archive or delete old documents based on your firm's policies and regulatory requirements.
Best Practices
- Use Consistent Naming: Set up naming conventions and let automation handle it (e.g., "ClientName_2024_W2.pdf")
- Set Up Document Request Templates: Create reusable templates for tax returns, bookkeeping, audits
- Enable Auto-Reminders: Automated follow-ups dramatically improve document collection rates
- Train Clients on Portal: Send onboarding videos showing how to use the client portal
- Regular Cleanup: Archive completed projects quarterly to keep active files manageable
Ready to Go Paperless?
Join thousands of firms that have eliminated paper chaos and boosted productivity.