Document collection for enrolled agents and tax resolution clients

Representation cases start with a client who has unopened IRS letters, missing returns and no idea which year is the problem. DocNag gives each client one checklist link, uploadable from a phone with no account, and reminds them until the file is complete enough to act on.

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

A starting checklist

Every IRS notice or letter received (photo of each page)
Signed Form 2848 power of attorney
Filed returns for the years in question
W-2s and 1099s for any unfiled years
Bank statements for the years in question
Proof of payments already made to the IRS
Recent pay stubs and monthly household expenses (for installment or offer cases)
Business profit and loss and balance sheet (self-employed)

Notices carry response deadlines, so a missing letter or unsigned 2848 costs days you do not have, and automatic reminders beat phoning the client each week. Edit the list to fit each client, or build one without signing up in the checklist builder.

Working backwards from the deadline? The filing season cutoff calculator turns the federal due date into a "documents from clients by" date you can put in the request.

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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