Document collection for bookkeeping and payroll clients
When you handle both the books and the payroll, every pay period brings new hours, new hires and changes that arrive by phone, text and email. DocNag gives each client one checklist link, uploadable from a phone with no account, and reminds them until the period is complete.
Start free with this checklist See it in action, no signup
A starting checklist
- Bank and credit card statements
- Hours or timesheets for the pay period
- New hire details and signed W-4 / I-9 forms
- Terminations and pay rate changes
- Payroll tax notices received from the IRS or state
- Benefit and garnishment changes
- Receipts and vendor invoices for the month
Payroll deadlines are fixed, so a missing timesheet or W-4 cannot wait; reminders that keep coming replace the last-minute phone call. 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
Other niches
E-commerce bookkeepers · Bookkeepers for contractors · Bookkeepers for farms and ranches · Bookkeepers for rideshare and gig clients · Remote and virtual bookkeepers · 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 content creators and influencers · 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