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EZDocPro Help Center
Search how-to guides or ask Iris, your AI assistant.
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Getting Started
Set up your account, company structure, and first customer
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Dashboard
Overview, quick links, and Schedule C preview
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Transactions
View, filter, search, and categorize transactions
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Bank Sync
Connect Plaid, sync accounts, reconnect stale links
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Upload & Extract
Upload PDF/CSV bank statements with AI extraction
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Bank Rules
Auto-categorize transactions with smart rules
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Receipt Scanner
Scan receipts and attach them to transactions
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Bank Reconciliation
Match your books to your bank statement
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Invoices
Create, send, and track customer invoices
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Estimates
Quotes that convert to invoices with one click
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Recurring Invoices
Automatic invoices on any schedule
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Payments & Credits
Record payments and issue credit memos
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Bills (A/P)
Enter and pay vendor bills
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Vendors
Manage vendors and 1099 tracking
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Purchase Orders
Create POs and convert them to bills
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Checks
Write and print checks from EZDocPro
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Billable Time
Track hours and add them to invoices
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Payroll
Run payroll, pay stubs, W-2s, direct deposit
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Employees
Add employees, manage HR, grant portal access
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Inventory
Products, assemblies, adjustments, barcode scan
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Chart of Accounts
Double-entry bookkeeping fundamentals
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Journal Entries
Manual adjustments and corrections
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Fixed Assets
Track and depreciate business assets
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Classes
Department and project tracking
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Profit & Loss
Income vs expenses for any date range
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Balance Sheet
Assets, liabilities, and equity snapshot
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Cash Flow
Where cash came from and went
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Other Reports
GL, trial balance, aging, budget vs actual
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Sales Tax
Set up rates and track collected tax
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Schedule C
Tax-ready expense summary for sole proprietors
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Import / Export
Bring in data, export anything to CSV/PDF
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Settings
Branding, payments, email templates, fiscal year
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Team & Permissions
Invite users, assign roles, set access
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CPA / Bookkeeper Access
Invite your accountant as a portal user
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Legal Documents Add-On
AI-assisted legal document creation and management
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Medical Billing Add-On
PI attorney billing, code lookup, DICOM viewer
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Iris AI Assistant
What Iris can help you with
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Common Questions
FAQ and quick answers
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Troubleshooting
Fix common issues