Papertrail is the secure, intelligent document collection platform built specifically for accounting firms and CPAs, tackling the industry's largest efficiency drain: the 30-50% of time spent manually chasing client files. Developed by Endepth Data after extensive discovery with over 100 CPAs, Papertrail eliminates the chase through automated, encrypted document requests and streamlined client communication. We utilize passive Agentic AI to instantly parse, categorize, and organize client uploads, turning unstructured data into actionable information immediately. By integrating AES-256 encryption and a Zero-Trust architecture, Papertrail ensures bank-grade security and allows accounting professionals to shift their focus from administrative follow-up to high-value advisory work.

Papertrail

Org chart

Teams

Offices