Document Request Automation

Simplify tax document collection and organization for your accounting firm

Automated Document Collection

Our system automates the entire document request process, from initial client outreach to final organization and storage.

Key Features

  • Automated reminders
  • Secure client portal
  • Smart document sorting
  • Progress tracking

Benefits

  • Save staff time
  • Reduce follow-ups
  • Improve organization
  • Enhanced security

Common Applications

Tax Season Prep

Automated requests for W-2s, 1099s, and other tax documents. Smart checklists ensure all required documents are collected before tax preparation begins.

Business Clients

Customized document requests for different business types. Automated monthly or quarterly collection of financial statements and supporting documents.

Audit Support

Organized collection and storage of audit documentation. Track document versions and maintain clear audit trails for compliance.

How It Works

1

Setup Templates

Create custom document request templates for different client types

2

Send Requests

Automated sending of document requests with deadlines

3

Track Progress

Monitor document submission status and send reminders

4

Organize Files

Auto-sort documents into client folders

Ready to Simplify Document Collection?

See how our automation can save your firm time and reduce stress during tax season