Every client's tax documents — collected before the deadline.
Accounting firms that still email clients for documents spend 25% of tax season chasing paper. Automate document requests, reminders, and receipt confirmation.
The problem
Tax season bottlenecks happen in document collection, not in the actual accounting work. Accountants spend hours emailing clients, re-sending requests, and waiting on W-2s that should have arrived weeks ago. Meanwhile, clients feel nagged and accountants feel frantic.
How it works
Each client receives a personalized secure upload portal in January. The portal shows exactly which documents are needed based on their prior year return profile. Automated weekly reminders go out until all documents are received. The accountant sees a real-time dashboard of which clients are complete, in progress, or not started — without sending a single email manually.
What you get
Client-specific document portals
Each client sees only the documents they need, pre-populated from last year's return profile.
Secure encrypted uploads
Bank-level encryption for W-2s, 1099s, K-1s, and all tax documents.
Automated reminder sequences
Weekly reminder until deadline; daily reminder in final week for incomplete clients.
Accountant progress dashboard
Real-time view of all clients: complete, partial, not started — sortable by deadline.
eSign for engagement letters
Engagement letter sent and signed electronically at portal activation.
QBO / Xero integration
Bank statements and transaction records can be pulled directly from connected accounts.
Common questions
Does it work for business returns as well as personal returns?
Yes — business return checklists include bank statements, payroll records, and depreciation schedules.
Can clients send documents throughout the year, not just in tax season?
Yes — the portal stays active year-round for bookkeeping clients who send monthly bank statements.
Is it compatible with Drake, Lacerte, or UltraTax?
Documents can be downloaded in organized folders compatible with any tax software workflow.
Collect every tax document before the deadline
Tell us about your business and we\'ll scope this for you — no commitment required.
Get started on WhatsApp ↗Related solutions
Document Collection Automation for Mortgage Brokers
Automate mortgage document collection with secure upload portals, automated reminders, and real-time status tracking. Close loans faster with less chasing.
Client Intake Automation for Law Firms
Automate law firm client intake — digital questionnaires, conflict checks, retainer agreements, and e-signatures — so attorneys spend time on cases, not paperwork.
Automated Client Reporting for Marketing Agencies
Stop spending Friday afternoons building client reports. Automated marketing agency reporting pulls Google Ads, Meta, SEO, and analytics data into branded PDF reports delivered automatically.