Your accountant sent you a DocNag link

What is this?

DocNag is a tool your accountant or bookkeeper uses to ask you for documents (tax forms, bank statements, receipts) and to remind you about what is still missing. The link opens a private checklist where you upload each item from your phone or computer.

Is it safe to upload here?

• The link is unique to you and only works for your accountant's request. Do not forward it.
• Files are encrypted when stored. They are deleted automatically 7 days after your accountant downloads them, or 60 days after upload at the latest. Details: how we handle documents.
• We do not sell data, show ads, or read your documents.
• Not sure the email is real? Do not click it. Call or text your accountant using a number you already have and ask whether they sent a DocNag request. We would rather you check.

What if I do not have a document?

Use the "I don't have this" button next to the item and add a short note (for example "never received a 1099"). Your accountant sees it and can tell you what to do next.

Why do I keep getting reminders?

Your accountant switched reminders on so nothing is forgotten. They stop once every item is uploaded or marked "I don't have this". To stop them sooner, tell your accountant directly.

Something looks wrong

Email [email protected] and a person will answer. Please do not send documents to that address.

Are you the accountant? See what your clients see or learn about DocNag.