Tax Document Chaser Add-on
Stop chasing W-2s in March.
Starting in January, every client gets a checklist and a link to your secure portal, then friendly reminders every week until their documents are in. When your staff marks them received, the reminders stop.
Hi Dana, just a reminder to upload these to your secure portal:
- W-2 from employer
- 1098 mortgage interest
- 1099-INT from bank
- Childcare receipts
What it does
What it does for your firm
Returns start sooner
Documents arrive in January and February instead of the second week of April.
Your portal holds the documents
Reminders point to your existing secure portal, whether that’s TaxDome, SmartVault, ShareFile or another. Clients are never asked to text sensitive information.
Escalates on its own
After a few unanswered reminders, clients get a link to book a drop-off or appointment instead.
An extension nudge before the deadline
Late in the season, stragglers get an offer to file an extension, so nothing turns into an April 14th emergency.
Setup
How we set it up
- You give us your client list and portal link.
- We set the checklist and schedule with you.
- The chaser runs from January until everyone’s in.
What your staff does
Mark a client “docs received.”
Available as an add-on to the core system. Pricing is on the demo call.
Want to see it on your own firm?
Twenty minutes. We’ll show you the whole system running for an accounting firm, answer your questions, and tell you honestly whether it’s a fit.