Tax season document collection, without the email chase
Send every client the same tax intake checklist. See who is done and who is still missing a slip, and remind them in one click.
Personal Tax Intake (included)
- Government photo ID
- T4 slips
- Previous year's notice of assessment
- RRSP contribution receipts
- Medical expense receipts (optional)
Every client, same checklist
Start from the included personal tax template, adjust it per client and save your own versions for corporate or year-end work.
Know who's holding you up
One dashboard shows each client's progress, what is waiting for review and who needs a reminder.
Keep slips and SINs off email
Files go straight to private storage on your own WordPress site instead of sitting in inboxes.
How it works
Four steps, every client
- Build the checklist, or start from a template
- Send the client a private link by email
- The client uploads from their phone or computer
- Approve each item, or request changes with a note
Add Pro for busy seasons
Let reminders send themselves
Automatic reminders, instant change requests and team assignments. $99 a year, 14-day free trial.
Get this season's documents in order
Install the free plugin. Upgrade only if Pro saves you time.