Document collection for catch-up and cleanup clients

Cleanup projects start with a client who has months of missing statements and a shoebox of receipts. DocNag gives each client one checklist link, uploadable from a phone with no account, and reminds them until every month is covered.

Start free with this checklist See it in action, no signup

A starting checklist

Bank statements for every month in the catch-up period
Credit card statements for every month in the period
Loan and line-of-credit statements
Prior-year tax returns
Payroll reports and quarterly payroll tax filings
Sales tax filings
Login or export from the old accounting software
Anything the client already knows is missing or wrong

A cleanup cannot start until the full date range of statements is in, so one gap in March stalls everything after it and reminders keep the project moving. Edit the list to fit each client, or build one without signing up in the checklist builder.

How it works

Send the client one private link.
They upload each item from a phone, with no account or password.
DocNag reminds them about what is missing and tells you when files arrive.

Free for 3 active requests, no card. $19/month for 25, $39/month for 100. About DocNag · Pricing

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