Stop chasing clients for tax documents.

Send a checklist for W-2s, 1099s, and receipts. Clients upload without creating an account. You see who's done and who needs a nudge.

The problem

• —Tax season inboxes flooded with scattered document threads
• —Clients replying to the wrong email or losing track of what's needed
• —No easy way to see which clients still owe documents

What you'll use it for

• ✓Annual tax return document collection (W-2, 1099-INT, 1098, receipts)
• ✓New client onboarding checklists
• ✓Bookkeeping cleanup document requests