Tax document collection for tax preparers

Every January your clients email W-2s, 1099s and receipts piecemeal, and you spend February chasing what is missing. DocNag gives each client one checklist link, uploadable from a phone with no account, and reminds them until the return can be started.

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

A starting checklist

• Photo ID and last year's tax return
• W-2s from every employer
• 1099-NEC, 1099-K, 1099-INT and 1099-DIV forms
• Form 1098 mortgage interest and property tax statements
• Health insurance Form 1095-A (if marketplace)
• Childcare provider name, address and amount paid
• Charitable donation receipts
• Business income and expense summary (self-employed)

Returns stall on one missing form, so a per-client checklist with automatic reminders beats an email thread you have to re-read every week. 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 content creators and influencers · Bookkeepers for short-term rental hosts · Enrolled agents and irs resolution practices · Business tax return preparers · Tax preparers handling extensions and late filers