Everyone uses Excel. Why? 🙄
Typical accounting software needs to be rigid. Daily work is dynamic and flexible. Clients are used to working with Excel, Outlook, or Teams. With ListMyDocs, Microsoft 365 becomes a gateway to your accounting business.
Typical tax prep software vs. Microsoft 365
Work environment of your clients
Clients need flexibility, collaboration, interconnected business processes, and more artificial intelligence. These are not the strengths of typical tax prep software, which often operates in isolation. ListMyDocs bridges both worlds.
Enable clients to work in Microsoft 365
Your clients already know the routine – they begin their day in Outlook, Excel, or Teams. ListMyDocs lets them continue working in their familiar environment while deliverying neatly organized data for your business as a tax professional.
- Download the Excel template and get started right away
- Store receipts in Excel – no need to sort files
- Smart text recognition instead of manual entry
- 1-click-export
- Enjoy the full flexibility of Excel
Save time without changing a thing
You receive perfectly prepared receipts and delighted clients. ListMyDocs is an essential part for your digital toolbox.
- No unfamiliar software for clients
- No need for explanations: Every client knows Excel
- Handle more receipts per hour with neatly organized lists
- Digital workflows boosts your profitability
- Robust, systematic and clear responsibilities
How ListMyDocs works for you
For your clients
Simply drag receipts into Excel and the automatically recognized data populates the spreadsheet. Clicking a row displays the receipt directly in Excel. No more sorting files! Receipts can even be emailed directly to the Excel file. With just a click, your client can transfer everything to you.
For you as a tax professional
You will receive a neatly organized list of receipts and documents with their data including the file itself. You can import them in your favorite software. Fewer missing receipts, fewer exceptions. Reclaim hours every week.
Ready to use
The Excel template comes preconfigured for transferring receipts to you and is ready for immediate use. Whoever has the Excel file has access to the receipts – no one else. Clients are familiar with this secure approach from other confidential Excel spreadsheets. No new software or password necessary.
Developed in collaboration with tax professionals
One-click export
Clients simply click “Export,” and their documents are instantly available to their tax professional or accounting department. ListMyDocs supports e-invoices and various export formats to match your workflow.
