Free Organizer to Excel Tool
This tool will take a clean PDF organizer that was directly generated from your tax software and create a document requests list in excel for you. The only difference between the free and paid is the speed that PDFs are processed.
The paid version can be found in our shop.
You can go to our FAQ for a walkthrough.
Automation Process Impact Worksheet
Use this Automation Process Impact Worksheet to document potential automation opportunities in your practice. We have filled in a sample tab that includes some use cases that we have implemented. Put this file in a common area your staff can access to gather their ideas as well.
DCPA Workshop
These files are for the Digital CPA 2025 Pre-Conference workshop.