For Tax Advisors

Digitise documents.
Directly to accounting.
Archive compliantly.

Docuflair seamlessly connects your scanner with your accounting software: Client documents are automatically assigned, OCR-processed and archived in an audit-proof manner. No more manual data entry.

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Accounting Integration Compliant On-Premises
Docuflair for Tax Advisors - Accounting Integration
The Challenge

Do you recognise these problems?

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.

The 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 Integrations

Automatic Client Assignment

Via barcode separator sheets or client selection on the display, documents are automatically assigned to the correct client.

More about Scan

OCR Invoice Recognition

Invoice data is automatically extracted: supplier, amount, date, VAT. No more manual data entry required.

More about Invoice

Compliant Archiving

Audit-proof long-term archiving with complete audit trail. Meets all statutory retention requirements.

More about Archive
The Workflow

From paper document to accounting - in seconds

1

Scan Document

Client documents are captured via MFP or document feeder. Barcode separator sheets enable batch processing of multiple clients.

2

Assign Client

Automatic assignment via barcode or manual selection on the scanner display. Client master data comes directly from your accounting system.

3

OCR Processing

Invoice data is automatically recognised: supplier, invoice number, date, amount, VAT rate. Manual correction only when needed.

4

Transfer to Accounting

Document and extracted data are automatically transferred to your accounting software. Audit-proof archiving included.

Use Cases

Typical firm scenarios

01

Process Client Documents

Clients bring document folders to the firm. All documents are scanned in one pass and assigned to the correct clients via barcode separator sheets.

  • 60% faster document processing
  • No more manual sorting
  • Immediately available in accounting
02

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
03

Year-End Preparation

Legacy documents are digitised in batch runs, archived compliantly and indexed for search. Paper originals can then be destroyed.

  • Space savings in the archive
  • Fast full-text search
  • Compliant destruction possible
Recommended Modules

The most important modules for tax firms

Accounting Integration

Direct connection to your accounting software.

Learn more

Docuflair Scan

Digitise documents with automatic client assignment.

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Docuflair Invoice

Automatic invoice recognition and data extraction.

Learn more

Docuflair Archive

Compliant long-term archiving with audit trail.

Learn more
60%
Faster document processing
400+
Clients per firm possible
100%
Compliant
10
Years archiving secured
With 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.
Tax Advisory Firm 8 employees, 400 clients
Frequently Asked Questions

FAQ for Tax Advisors

Docuflair transfers scanned documents directly to your accounting software. Client assignment is automatic via barcodes or manual selection on the scanner display.

Yes, Docuflair meets all compliance requirements: immutability, traceability, and orderliness. Every scan is logged with a timestamp and audit trail.

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.

Basic installation takes just a few hours. Accounting software configuration and client setup may take 1-2 days depending on the number of clients.

Docuflair supports all common multifunction devices from Kyocera, Ricoh, Canon, Konica Minolta, Xerox and other manufacturers. High-volume document feeders are also supported.

Ready for more efficient document processing?

Experience in a personal demo how Docuflair optimises your accounting workflows.

Request Tax Advisor Demo +43 3112 47853