01
0
Retention
Zero document retention after processing. No use for training.
For Accounting Firms
Document AI foraccountants.
Immediate access to financial statements, declarations, and tax regulations. Precise answers about clients in seconds.
02 · PLATFORM IN ACTION
Ask your balance sheets, DocZoom answers.
Chat naturally with balance sheets, tax returns, and regulations. Extract values, compare fiscal years, prepare client answers in seconds.
02 · VALUE
Turn institutional knowledge into operational advantage.
02
GDPR
Compliant by design
Guaranteed regulatory compliance. Complete audit trail for every operation.
03
100%
Dedicated server
A machine just for you. Your data stays inside your perimeter, never mixed with anyone else.
03 · Accounting Firms
How teams use DocZoom
Search, review, draft and verify without breaking the document workflow your team already trusts.
Intelligent Indexing
Complete analysis of every page in the archive with understanding of tax content.
Query
Complete analysis of every page in the archive with understanding of tax content.
Intelligent Indexing
- Complete document archive analysis
- Intelligent content understanding
- Automatic organization by type
Advanced Intelligent Search
Natural language queries with instant results and document previews.
Query
Natural language queries with instant results and document previews.
Advanced Intelligent Search
- Natural language queries
- Conceptual search beyond keywords
- Instant results with preview
AI Chat with Documents
Interact with AI to quickly extract information from your tax documents.
Query
Interact with AI to quickly extract information from your tax documents.
AI Chat with Documents
- Natural dialogue with the archive
- Rapid information extraction
- Automatic summaries and analysis
EU Cloud Security
All data stays within the firm's infrastructure, with granular access controls.
Query
All data stays within the firm's infrastructure, with granular access controls.
EU Cloud Security
- Hosting in EU data centers only
- No external sharing
- Team access controls
03 · Accounting Firms
How teams use DocZoom
Search, review, draft and verify without breaking the document workflow your team already trusts.
Query
Complete analysis of every page in the archive with understanding of tax content.
Intelligent Indexing
- Complete document archive analysis
- Intelligent content understanding
- Automatic organization by type
04 · PLATFORM
One platform for search, drafting, and document workflows.
Intelligent Indexing
Complete analysis of every page in the archive with understanding of tax content.
Advanced Intelligent Search
Natural language queries with instant results and document previews.
AI Chat with Documents
Interact with AI to quickly extract information from your tax documents.
06 · TAX & LEGAL SOURCES
Tax law, practice and rulings.Updated every night.
DocZoom works with the tax and legal sources you authorize. National tax law, civil and merit-level tax jurisprudence, AdE / INPS / INAIL practice, collective agreements and accounting standards. One query, verifiable citations, no copy-paste across portals.
- Italian tax law updated daily, from Gazzetta Ufficiale
- Civil Cassazione of the last 5 years and merit-level tax case law
- AdE, INPS, INAIL practice and CCNL collective agreements
- Italian GAAP and IFRS application guidance
07 · MICROSOFT WORD ADD-IN
DocZoom,inside Microsoft Word.
Draft opinions, memos and filings in the editor you already know. DocZoom cites circulars, resolutions and rulings right inside the document, with a link back to the original source. Guided drafting also for 730, 770 and VAT returns.
- Auto-inserted citations to AdE circulars and tax rulings
- Opinions and memos generated from your reusable templates
- Inline rephrasing for client-friendly fiscal language
- Compatible with Word 2019, 2021 and Microsoft 365
Prompt
Draft a tax opinion on input VAT deductibility for the client, citing Art. 19 of DPR 633/72 and AdE Circular 8/E/2024…
Prompt
Draft a tax opinion on input VAT deductibility for the client, citing Art. 19 of DPR 633/72 and AdE Circular 8/E/2024…
ENTITY 360°
Every client is an entity, not a folder.
VAT IDs, tax codes, prior company filings, emails. DocZoom links everything to the same client and rebuilds a complete tax profile: financials, returns, assessments, deadlines and related parties. One place, with citations to the source file.
Automatic unification
VAT IDs, tax codes, prior corporate names: all linked to the same client.
Tax and accounting timeline
Returns, payments, assessments, audits: clean chronology without parallel spreadsheets.
Shareholder and affiliate network
Directors, shareholders, related entities, with traceability to the linking document.
Document universe
All files for that client, grouped by type. One click to open the source.
DOSSIER
Client sheet, due diligence, tax review.
Generate structured dossiers on clients and counterparties: tax position, filing status, open deadlines, flagged anomalies. Ready for the board or for a due diligence. Every figure cites its source document.
Client tax sheet
Tax position, open liabilities, assessments, instalments.
Business due diligence
Financials, KPIs, debt position, credit lines, covenants.
Filing review
Consistency across 730, 770, CU, ISA, VAT. Pre-signoff mismatches.
Compliance sheet
AML, UBO, open reports.
Verifiable
Anomaly detection
Companies or individuals
30 min to 90 sec
05 · FAQ
Frequently asked questions
Deployment, integrations, permissions and rollout: the answers you need before taking DocZoom into production.
