Document collection for creator and influencer clients

Creators get paid through a dozen platforms and brand deals, so income shows up in pieces and the paperwork lags. DocNag gives each creator one checklist link, uploadable from a phone, and reminds them until the month is covered.

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

A starting checklist

• Bank and credit card statements
• Platform payout reports (YouTube, Twitch, Patreon, Substack and similar)
• Brand deal contracts and invoices sent
• Payment processor reports (Stripe, PayPal) and any 1099-K or 1099-NEC forms
• Equipment, software and studio expense receipts
• Contractor and editor payment records
• Home office and mileage notes
• Estimated tax payment confirmations

Income lands on several platforms and often arrives net of fees, so deposits cannot be matched until each payout report is in, not just the bank statement. Edit the list to fit each client, or build one without signing up in the checklist builder.

How it works

1. Send the client one private link.
2. They upload each item from a phone, with no account or password.
3. 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

Other niches

E-commerce bookkeepers · Bookkeepers for contractors · Bookkeepers for farms and ranches · Bookkeepers for rideshare and gig clients · Remote and virtual bookkeepers · Bookkeepers who also run payroll · Bookkeepers for landlords and rental property owners · Bookkeepers for nonprofits · Bookkeepers for real estate agents and brokerages · Bookkeepers for trucking and owner-operator clients · Bookkeepers for salons and beauty businesses · Bookkeepers doing catch-up and cleanup work · Bookkeepers for restaurants and cafes · Bookkeepers for medical and dental practices · Bookkeepers for law firms · Bookkeepers for short-term rental hosts · Tax preparers · Enrolled agents and irs resolution practices · Business tax return preparers · Tax preparers handling extensions and late filers