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Doc and Tell
Accounting & CPA

Document Intelligence for Accounting Firms and CPAs

Accelerate audit fieldwork, multi-client financial analysis, and tax return review with AI that cites every finding to its source. Built for the accuracy standards accounting professionals require.

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The Problem

1,400hrs

peak season hours

logged by public accounting associates during busy season — making document review efficiency a direct impact on firm capacity and staff retention

30-50

clients per audit manager

requiring rapid context-switching between engagement documents, financial statements, and workpaper files with no room for cross-client errors

$4.7B

in audit deficiency fines

issued to accounting firms globally since 2015 — making thorough, traceable workpaper review a regulatory and reputational necessity

How Doc and Tell Helps

Multi-Client Document Management

Create separate workspaces per engagement. Quickly switch between client financial statements, workpapers, and supporting documents without cross-contamination risk.

Financial Statement Analysis

Extract key metrics, ratio trends, and disclosure adequacy from balance sheets, income statements, and footnotes. Every finding cites the exact page and note number.

Audit Workpaper Review

Analyze audit workpapers for completeness, consistency, and proper documentation of audit procedures. Identify gaps before partner review.

Tax Return Analysis

Extract income sources, deduction categories, and credit claims from individual and entity returns. Flag inconsistencies and missing schedules with source citations.

Free Tools for Accounting & CPA

Financial Statement AnalyzerAudit Report SummarizerBalance Sheet Analyzer

Frequently Asked Questions

Can Doc and Tell analyze client financial statements across multiple years?
Yes. Upload financial statements from multiple periods into a collection and ask comparative questions like "How has the gross margin changed over the past three years?" Doc and Tell extracts the figures from each period with page citations for audit workpaper documentation.
How do accounting teams manage multiple client engagements?
Create a separate workspace for each client engagement. Associates can query client-specific document collections without any risk of cross-client data exposure. Role-based access ensures each team member sees only the engagements they are assigned to.
Can Doc and Tell assist with audit documentation review?
Yes. Upload audit workpapers and ask targeted questions about procedure documentation, evidence adequacy, and conclusion support. Doc and Tell identifies gaps and cites the specific workpaper section — helping prepare for partner and peer review.
Is Doc and Tell suitable for tax season document volume?
Yes. Each document upload is processed and indexed in seconds. During peak season, Doc and Tell accelerates the extraction of key figures from client-provided documents — receipts, financial statements, prior returns — reducing the manual lookups that slow tax preparation workflows.

Ready to Transform Your Accounting & CPA Workflow?

7-day free Pro trial — no credit card required. Upload your first document in under a minute.

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