Your International Clients Deserve a Better Process

There’s a better way to collect tax information.

Streamline document workflows • Eliminate manual errors • Deliver a seamless client experience • Protect sensitive client data • Scale without extra headcount • Trusted by 700+ users • 700+ submissions processed • From chaos to confidence • Streamline document workflows • Eliminate manual errors • Deliver a seamless client experience • Protect sensitive client data • Scale without extra headcount • Trusted by 700+ users • 700+ submissions processed • From chaos to confidence •

Don't Risk Client Trust and Referrals

Still collecting tax information from international clients the old way?

A Smarter Way to Serve International Clients

Everything your firm needs to collect tax information securely, accurately, and efficiently.

Intelligent Intake Forms

Guide international clients through tax information collection seamlessly.

Automated Tax Organizers

Generated instantly and accurately for your tax preparers.

White-Glove Setup

We configure your entire system for you, with your input.

Real-Time Visibility

Know exactly where every client submission stands.

Trusted by Firms Who Can't Afford to Get It Wrong

We help international accounting firms collect accurate information on time.

Active Users Trust Us

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Accounting firms and their international clients trust AI Docs.

Submissions
Processed This Year

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Proven track record of accuracy, security, and on-time delivery.

TESTIMONIAL

What Our  Clients Say

Our company needed an improved way for our clients to easily enter their annual tax information and automatically generate a multipage Tax Organizer document for our use. AI Docs has done this and more. Our clients are no longer frustrated with the cumbersome Excel spreadsheet we had been using. Ron and his team were terrific to work with!

Dan Duncan

CPA, Tax Principal at CDH CPA, PLLC

“Our team used to spend countless hours manually updating contracts. AI Docs has truly transformed our contract management process. It is intuitive, efficient, and customizable, saving us time and allowing our team to focus on our non-profit goals.”

Carrie Logue

Executive Director at LAEF - Los Alamitos Education Foundation

“We’re using the AI Docs platform to help our counselors, teachers, and staff members create personalized college letters of recommendation with less time and effort. The support we’re getting from the team at AI Docs has been excellent.”

Joseph Martinez, Ed.D

President and CEO at St. Laurence High School

“AI Docs transformed how we create, sign, and manage customer agreements. We saved $800,000 in the first year as a result.”

Mary Ann Geers

SVP Marketing & Corporate Strategy at GPA Acquisitions LLC

“AI Docs has streamlined our agreement process, making it faster while ensuring complete accuracy. As a result, we’ve been able to focus more on client needs and less on administrative tasks, significantly improving our overall productivity.”

Joseph Goldberg

CEO at Goldberg & Associates

Run a Firm Your Clients Brag About

From Chaos to Confidence in 3 Simple Steps

We handle the configuration. You focus on your clients.

Book A Discovery Call

Connect with our team to assess your needs.

We Configure Your System

Intake form. Tax organizer. Workflow. Done for you.

Go Live with Confidence

A seamless and secure experience starts day one.