Accounting Firm Document Automation - Auto-Print Tax Docs & Client Files
Automatically print W-2s, 1099s, bank statements, and client tax documents from email. Handle the tax season document tsunami without drowning your staff.
January 15th - The Flood Begins
150 clients. Each sends 4-8 tax documents via email. W-2s. 1099s. Bank statements. Brokerage summaries. That's 800+ documents landing in your inbox over 6 weeks.
The Download-Print Death Spiral
Staff opens email. Downloads PDF. Opens PDF. Prints. Files in client folder. Marks email as processed. Repeat. 800 times. While also answering phones and preparing returns.
What goes wrong:
- • Documents get lost in email threads
- • Staff burns hours on repetitive printing
- • Missing W-2s discovered at filing time
- • Client folders incomplete, returns delayed
Result: Staff overtime, delayed returns, stressed clients
Document management eats into time that should be spent preparing returns
Client Sends W-2? It Prints Automatically.
Client emails their W-2 at 9 PM? It's printed and waiting when you arrive at 8 AM. 1099-INT from their broker? Already in the stack. Bank statements? Done. No manual steps needed.
Staff Focus on Returns, Not Printing
- No more: Download-open-print cycles for every document
- No more: Searching email for missing W-2s at deadline
- No more: Staff overtime just to process documents
- Just: Client documents ready to file, returns ready to prepare
Result: More returns prepared, less administrative chaos
Your team does accounting work, not email management
Connect Firm Email
Connect your firm's email account - the one where clients send tax documents. Works with Gmail, Outlook, or any business email.
Set Document Rules
Create rules for tax documents: print PDFs from client domains, specific senders, or emails with subject lines like “W-2” or “1099”.
Done
Client documents print automatically. Staff just files them in client folders. No more email processing bottlenecks.
Tax Season Without the Document Chaos
“Last tax season we processed 2,400 client documents. My admin spent 3 hours every day just downloading and printing. This year? Documents print automatically overnight. She spends that time filing them in client folders instead. We're actually ahead of schedule for the first time in 8 years.”
— Michael Torres, CPA, Managing Partner (200-client firm)
What Our Users Say
Join thousands of satisfied customers
"Last tax season we processed 2,400 client documents. Admin spent 3 hours daily downloading and printing. This year documents print automatically overnight. We are actually ahead of schedule for the first time in 8 years."
Michael Torres, CPA
Managing Partner
"W-2s and 1099s print as clients send them. No more email hunting at deadline. Client files are complete and ready when preparers need them. Absolute game changer for tax season."
Rebecca Liu
Tax Practice Manager
"I handle 75 clients myself. AutoPrintEmail eliminated 90% of my document processing time. I focus on returns instead of email management. Worth every penny."
David Anderson, CPA
Solo Practitioner
"We set up filters for different document types. W-2s go to one tray, 1099s to another. Staff just files them in client folders. No more printing bottleneck."
Sarah Martinez
Firm Administrator
"DocuSign engagement letters print automatically when clients sign. K-1s print when partnerships send them. The system just works. Our workflow has never been smoother."
James Chen, CPA
Tax Partner
"Deployed this for our 4-partner firm with 500 clients. Tax season document management went from nightmare to routine. Staff actually goes home on time now."
Patricia Williams
Office Manager
Frequently Asked Questions
We offer a $99 lifetime license (recommended - pay once, own forever) or a $9.99/month subscription with a 3-day free trial.
Absolutely. AutoPrintEmail processes documents as they arrive, 24/7. Whether clients send 10 documents or 1,000, they all print automatically. No backlog, no bottleneck.
Yes! If clients use secure portals that send notification emails, you can set up rules to auto-print those attachments. Works with ShareFile, SmartVault, and other portals.
You can set up rules to route documents to specific printers. Partner A's clients print to their area, Partner B's to theirs. Or sort by document type - W-2s to one printer, business docs to another.
AutoPrintEmail runs locally on your computer. Documents go directly from your email to your printer. No cloud processing, no third-party access to client financial data.
Start Printing Your Emails Today
Join thousands of users who have reduced their screen time while staying connected.
Local printing. Your emails are never sent to our servers.
Works on Windows, Mac, and web browsers
No need to open your browser or email client to manually print your emails.