Help your clients stay organized with automated document processing. Streamline tax preparation and financial reporting while reducing the time spent on document cleanup.
Special pricing for accounting firms
Your clients' documents are automatically organized by type and date. No more digging through email or chasing missing receipts.
Spend time on high-value advisory work instead of data entry. Focus on strategy, not sorting documents.
Reduce client stress and improve relationships. Year-round organization means smoother tax seasons for everyone.
Since recommending Billdrive to my clients, tax preparation has become so much smoother. Documents are organized year-round, and I can focus on providing valuable tax strategy advice instead of data cleanup.
Documents are automatically categorized and ready for export to QuickBooks, Xero, or other accounting software.
AI extracts actual transaction dates, not email dates. Perfect for accurate financial reporting.
Clients can easily share access or export documents when you need them. No more endless email chains.
Join our CPA partner program and offer your clients a better way to organize their financial documents. Earn commissions while reducing your workload.
✓ No upfront costs ✓ Easy onboarding ✓ Dedicated support
Stop wasting time collecting financial documents. Use that time for things that are truly worthy of your attention.