How Done For You Tax Streamlined Real Estate Bookkeeping with DocuClipper
Location
United States
Industry
Bookkeeping Services
Team size
1-10 employees
Use Case
Automating bank and credit card statement data into bookkeeping software.
Company Background
Done For You Tax specializes in bookkeeping and tax preparation for real estate investors and small businesses. With clients managing multiple rental properties and business accounts, the team handles a large volume of monthly bank and credit card statements.
The Challenge
Before discovering DocuClipper, bookkeepers at Done For You Tax spent countless hours each month manually entering transactions from PDF statements. Each client often had several bank accounts and credit cards, making the process time-consuming, error-prone, and overwhelming — especially during tax season.
“It often left us working late nights, and even one mistyped number could throw off the entire reconciliation.”
The Solution
DocuClipper completely transformed the team’s workflow. With just a few clicks, they could upload full stacks of PDF statements and receive clean, structured Excel or CSV files, ready for import into QuickBooks.
“It catches details accurately, even from scanned documents, and has taken the stress out of data entry.”
The Results
Since implementing DocuClipper, Done For You Tax has seen dramatic improvements in both efficiency and accuracy:
Time savings: Days of manual entry reduced to minutes
Accuracy: Reliable data extraction even from scans
Faster closings: Books are finalized quicker
Peace of mind: Less stress, fewer errors
Why They Recommend DocuClipper
Done For You Tax strongly recommends DocuClipper to other bookkeepers and tax professionals handling high document volumes.
“If you deal with piles of statements, this tool will save your sanity and drastically improve your efficiency.”
