Document Collection Software for Accountants with Built-In Invoicing
Collect tax docs 3x faster, bill clients directly, auto-sync to Google Drive, and sync deadlines to their calendar. No login. Zero signature fees.
Why Accountants Choose Middledoc
Collect Tax Documents 3x Faster
Clients click one link and upload files directly. No password. No signup. No friction. Your average completion time drops from 3 weeks to 5 days. Tax season gets manageable again.
AI Automatically Organizes Everything
1099s, W-2s, business returns, K-1s, receipts, invoices, bank statements—our AI reads them instantly and sorts them into the right categories. You open a perfectly organized folder. No manual filing. No misfiled documents.
Zero Signature Fees Forever
E-sign returns, consent forms, declarations—all free. DocuSign charges $1-3 per signature. We charge zero. Most accountants save $400-600/month just by switching. Every signature is audit-trail compliant.
Everything Your Practice Needs
QuickBooks Integration
Sync client data and documents in one place. No manual re-entry. Your workflow from Middledoc to QuickBooks is seamless.
Smart Request Suggestions
Middledoc learns from your prior years' documents. Next season, it auto-suggests the checklist for each client based on what they uploaded before.
Compliance & Audit Trail
Every document upload, rejection, re-upload, and signature is logged. Export reports instantly for audit purposes. GDPR and CCPA compliant.
Mobile-First for Your Clients
Tax docs come from everywhere—email, photos, bank websites. Your clients use their phone camera to capture receipts and upload instantly from the field.
Invoicing & Tax Billing
Bill clients for tax prep, amendments, and extensions directly from Middledoc. Multi-currency support, PDF previews, send to 4 recipients. Corrective invoices included.
Google Drive Auto-Export
Tax documents automatically sync to Google Drive organized by client folder. Perfect backup for your file storage. No extra steps—it just happens.
Calendar Feed for Tax Deadlines
ICS calendar feed lets clients sync tax deadlines to Google Calendar, Apple Calendar, or Outlook. Reduce missed due dates and follow-up calls.
Document Accept/Reject Workflow
Clients click to accept submitted documents—auto-closes the upload link. Reject and they re-upload instantly. Clear closure on every document.
“We were paying $800/month for TaxDome. Switched to Middledoc for $79, got 90% of the features, and our clients actually complete uploads now because they don’t need a login. We’re saving $8,500 a year and our tax season is less chaotic.”
Try Middledoc Free for 30 Days
No credit card. No commitment. Set up your first client portal in under 2 minutes.
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