Digitise documents.
Directly to accounting.
Archive compliantly.
No more manual data entry: Client documents are automatically assigned at the scanner, OCR-processed and archived audit-proof in your accounting software. Saving up to 30 minutes per client per day.
Is document capture costing your firm valuable time?
Document Flood at Filing Deadlines
Shortly before filing deadlines, client documents pile up. Each document must be manually scanned, named and assigned.
Manual Data Entry
Invoice data is transferred from paper to accounting software - time-consuming and error-prone. Valuable time spent on non-productive work.
Client Assignment
Documents from different clients in one batch? Manual sorting and assignment costs time with every scan operation.
Compliant Archiving
Retention periods of 10 years require audit-proof storage. Paper mountains are no longer an acceptable solution.
How Docuflair supports your firm
Direct Accounting Software Connection
Scanned documents are automatically transferred to your accounting software. Client master data is synchronised seamlessly.
More about IntegrationsAutomatic Client Assignment
Via barcode separator sheets or client selection on the display, documents are automatically assigned to the correct client.
More about ScanOCR Invoice Recognition
Invoice data is automatically extracted: supplier, amount, date, VAT. No more manual data entry required.
More about InvoiceCompliant Archiving
Audit-proof long-term archiving with complete audit trail. Meets all statutory retention requirements.
More about ArchiveFrom paper document to accounting - in seconds
Scan Document
Capture client documents via MFP or document feeder. Barcode separator sheets enable batch processing of multiple clients.
Assign Client
Automatic assignment via barcode or manual selection on the scanner display. Client master data comes directly from your accounting system.
OCR Processing
Invoice data is automatically recognised: supplier, invoice number, date, amount, VAT rate. Manual correction only when needed.
Transfer to Accounting
Document and extracted data are automatically transferred to your accounting software. Audit-proof archiving included.
Typical firm scenarios
Process Client Documents
Clients bring document folders to the firm. You scan all documents in one pass and assign them to the correct clients via barcode separator sheets.
- 60% faster document processing
- No more manual sorting
- Immediately available in accounting
Mobile Document Capture
Clients photograph documents with the Docuflair app and send them directly to the firm. Documents are automatically assigned to the client.
- No more document shipping
- Real-time document capture
- Automatic assignment
Year-End Preparation
Digitise legacy documents in batch runs, archive them compliantly and index them for search. You can then destroy the paper originals.
- Space savings in the archive
- Fast full-text search
- Compliant destruction possible
The most important modules for tax firms
Accounting Integration
Direct connection to your accounting software.
Learn moreDocuflair Scan
Digitise documents with automatic client assignment.
Learn moreDocuflair Invoice
Automatic invoice recognition and data extraction.
Learn moreDocuflair Archive
Compliant long-term archiving with audit trail.
Learn moreWith Docuflair we were able to accelerate our document processing by 60%. The accounting integration works flawlessly - our staff can focus on advisory work instead of filing.
Frequently Asked Questions
Answers to the most important questions about Docuflair for tax advisors
How does the accounting software integration work?
Docuflair transfers scanned documents directly to your accounting software. Client assignment is automatic via barcodes or manual selection on the scanner display.
Is document processing compliant with regulations?
Yes, Docuflair meets all compliance requirements: immutability, traceability, and orderliness. Every scan is logged with a timestamp and audit trail.
Can clients upload documents themselves?
Yes, via the Docuflair Mobile App, clients can photograph documents and send them directly to your firm. Documents are automatically assigned to the correct client.
How long does setup take?
Basic installation takes just a few hours. Accounting software configuration and client setup may take 1-2 days depending on the number of clients.
Which scanners are supported?
Docuflair supports all common multifunction devices from Kyocera, Sharp, Xerox, Epson, Ricoh, Konica Minolta, HP and Lexmark. High-volume document feeders (Canon ScanFront, Kodak Alaris ScanStation) are supported under Docuflair Scan.
How do I validate new clients' EU VAT numbers?
Use the free EU VAT validation tool from Docuflair: qualified VIES request for all 27 EU countries plus Northern Ireland, including an audit-ready PDF report with SHA-256 hash. Required for reverse-charge transactions and input-VAT deduction checks.
See how tax firms automate document processing
See how Docuflair optimises your accounting workflows in a personal demo.