126 Customer Reviews

5 star
4 star
3 star
2 star
1 star
Read all reviews
CNET 5-Star Graphic
TechnoLawyer Score 'A'
TechnoLawyer Names TheFormTool "Top Ten Product of 2012"

The easiest to use and most powerful document automation software for accounting firms of every size

Easy  to use  add-ins for Word
that our customers report “change everything”

Document assembly for CPAs, Chartered Accountants,  Accountants, and tax preparers

    • Engagement agreements
    • Confirmations
    • Reports
    • Valuations
    • Confirmations and verifications
    • and thousands more

Using Document Automation In The Accounting Industry


As you know better than most, the vast majority of documents created by accountants and accounting firms are repetitive forms, documents where the majority of text remains constant and the task is to make absolutely certain that the details match the need. Our customers report that with Doxserá they save 71% of the time otherwise invested in documents, on average, dramatically reducing their costs, while eliminating errors and speeding service to clients. Even better, with built-in math functions, there’s less need to copy spreadsheet data to your Word document.

Doxserá DB brings incredible power to the game, allowing forms to have instant access to local, remote, and cloud databases including SQL, Access, Excel, and Outlook. Doxserá DB can save amazing amounts of time building the reports so necessary to professional accountants.


Among accounting firms, consistency is a threshold requirement for document assembly and document automation systems and practices. Consistency includes zero error rates, perfect accuracy, exceptional appearance control, and dependable brand support — consistently — across locations, users and time.


Unlike older document management systems, users of TheFormToolDoxserá, and Doxserá DB have no need for professional installers or expensive consultants to build or maintain complex libraries of documents for them. Using the easiest to use and most powerful document automation software in the world®, they can easily do it themselves, not only reducing expense loads but dramatically improving quality and the speed with which it is accomplished. You can compare their feature on the Software Comparison page.


However you measure size, our accounting document automation software accommodates it: from one-person firms to one of the largest in the world; from 200-word confirmations to 50,000-word reports; from ten variables to 5,000; from one document at a time with TheFormTool PRO to thousands at once with Doxserá.