EEZYDOCS is an accounting-native document intelligence platform providing secure client upload portals, long-term document retention with 7-year compliance, automatic destruction certificates, file audit capabilities, WISP (Written Information Security Policy) compliance reporting, and live document generation from QuickBooks data, designed specifically for accounting firms, tax professionals, and businesses requiring systematic document management with audit trails and regulatory compliance. The platform centers on secure client portals where customers upload sensitive documents (tax returns, financial statements, receipts, invoices, contracts) through MFA-protected interfaces using email OTP or TOTP (Time-based One-Time Password) authentication ensuring only authorized individuals can access confidential information, with portal access tied to specific document requests or ongoing relationships.
Seven-year retention automatically manages document lifecycle according to accounting and tax regulations, storing documents in Azure Blob Storage with archival tier cost optimization after initial active period, maintaining accessibility for IRS audits, legal discovery, or business reference while systematically purging documents when retention expires, with destruction certificates providing documented proof of compliant disposal. File audit agent is a Windows background service monitoring specified folders for document creation, modification, access, and deletion, logging all file system events to central database with timestamps, user identification, operation type, and file metadata, creating comprehensive audit trails required for SOC2 compliance, HIPAA documentation, and internal controls demonstrating who accessed what documents when.
WISP compliance reporting generates required documentation for Written Information Security Policies mandated by Gramm-Leach-Bliley Act and other financial regulations, producing reports showing encryption in transit and at rest, access controls, authentication mechanisms, audit logging, incident response procedures, and business continuity plans in formats suitable for regulatory exams and compliance certifications. Live document generation connects to QuickBooks data sources to create financial statements, tax organizers, client letters, engagement letters, and reports dynamically populated from accounting system data, eliminating manual data entry into Word templates and ensuring documents reflect current financial information with automatic updates when underlying data changes.
Document intelligence features extract key information from uploaded files using OCR (optical character recognition) and AI analysis, identifying document types, extracting dates and amounts, matching invoices to payments, flagging missing documents, and suggesting filing categories, reducing manual review time while improving accuracy. Version control maintains complete history of document revisions with ability to restore previous versions, compare changes, and track who modified documents when, supporting collaborative document preparation and review workflows common in accounting practices.
Integration with QuickBooks links documents to transactions, customers, vendors, and chart of accounts, enabling right-click access to supporting documentation from accounting records and ensuring documents are organized by business context rather than arbitrary folder structures. Search and retrieval enables finding documents by content, metadata, date ranges, clients, or transaction references with full-text search across PDFs and images, making document location instant rather than requiring manual filing system navigation.
With EEZYCLOUD, you can run EEZYDOCS on a secure, Azure-powered cloud desktop accessible from any device, anywhere. Our BYOL (Bring Your Own License) model means you keep using your existing license — cloud desktops start at $58.30/user/month plus $5.50/user/month per hosted application.
Small businesses choose EEZYDOCS cloud hosting to address these common challenges:
Connect to your hosted EEZYDOCS environment from Windows, Mac, iPad, or any device with a web browser. Work from the office, home, or on the go — your data and applications are always available.
Your data is protected by 256-bit AES encryption, SOC2-compliant data centers, and daily automated backups with 30-day retention. All hosted on Microsoft Azure infrastructure in US-based data centers.
Eliminate the cost and hassle of maintaining local servers. EEZYCLOUD handles all infrastructure management, updates, and monitoring — so you can focus on running your business.
Multiple team members can access EEZYDOCS simultaneously without complex networking or VPN setups. Changes sync in real time across all connected users.
EEZYCLOUD uses a BYOL (Bring Your Own License) model — you keep your existing software license and we provide the cloud infrastructure:
| Item | Price | Includes |
|---|---|---|
| Cloud Desktop | $58.30/user/mo | Azure-powered cloud desktop with backups, SOC 2 security, and US-based support |
| Software Hosting | +$5.50/user/mo | Per hosted application per user (e.g. EEZYDOCS hosting, backups, SOC2 security, multi-user access, US support |
Bring your existing EEZYDOCS license — no need to repurchase. Get started with a free consultation.
Sign up at eezycloud.com/get-started, and our team will help migrate your existing EEZYDOCS installation to our Azure cloud. Most migrations are completed within 24 hours.
No. EEZYCLOUD uses a BYOL (Bring Your Own License) model. You keep your existing EEZYDOCS license and we provide the cloud infrastructure to host it. This saves you from paying for both a new license and hosting.
Yes. All data is encrypted with 256-bit AES encryption, hosted in SOC2-compliant US data centers on Microsoft Azure. We perform daily automated backups with 30-day retention and maintain PCI-DSS compliance for payment processing.
Yes. Our cloud desktops support multi-user access. Multiple team members can work in EEZYDOCS simultaneously from different locations without any special networking configuration.
Join thousands of businesses running EEZYDOCS on EEZYCLOUD. Secure, reliable, and accessible from anywhere — cloud desktops from $58.30/user/month.
