Client Document Intake
W-2s, 1099s, K-1s, and receipts requested, chased, collected, and filed, so nobody on your team writes one more "friendly reminder" this busy season.
- Document checklists per client, for example Form 1040 individuals or Form 1120-S and Form 1065 businesses
- Automatic reminders until everything is in
- Files named and stored in your practice system
- A dashboard showing who is still outstanding