Document collection for extension and late-filing tax clients

Extended returns slip because the missing documents stay missing after the first deadline. DocNag gives each client one checklist link, uploadable from a phone with no account, and keeps reminding them until the return can be finished.

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

A starting checklist

Copy of the filed extension (Form 4868 or 7004) or IRS acceptance
Any W-2, 1099 or K-1 forms that arrived late or were corrected
Brokerage and crypto tax statements (1099-B, 1099-DA)
Remaining bank and expense records for self-employed income
Estimated tax payments made for the year
Any IRS or state notices received since January
Signed engagement letter and e-file authorization

An extension only moves the deadline, so a return stalled on one late K-1 or brokerage statement needs steady reminders until it arrives, not a one-time request. 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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