Reusable accounting and tax checklists
For accountants
Document collection for accountants who are tired of inbox chasing
Send request checklists for tax prep, bookkeeping, onboarding, and month-end cleanup without forcing clients into another portal.
Client onboarding in practice
ID, W-9, and Proof of Income in one request
A standing onboarding template covers the documents every new client needs. Uploaded from any phone, no portal account.
- Photo ID, W-9, and Proof of Income in a single ask
- Mobile-first upload from any browser
- Status visible to your team without scrolling email
A lighter workflow for small accounting firms
SendMeDocs fits when you need a reliable upload request more than a full practice-management migration.
Most small accounting firms already have a fine engagement-letter tool, a fine bookkeeping platform, and a fine cloud storage. The missing piece is a clean way to ask for the missing items and prove they came back. SendMeDocs slots in there: a named checklist, an upload link, and an itemized record. Use it alongside QuickBooks, Xero, or whatever already runs the rest of the practice.
Secure links by email or SMS
No client login or app install
Affordable, small-firm pricing
What accountants request
Use one-off requests or templates for the documents your team collects every week.
The recurring asks (W-9s, W-2s, 1099 support, bank statements, engagement letters) live well as templates: edit per client, send, track. The one-off asks (missing receipt, prior-year notice, corrected statement) live well as ad-hoc requests. See the 1040 checklist, W-9 request, and business tax documents for starter templates.
W-9s and contractor details
W-2s, 1099s, and 1040 support
Bank statements and receipts
Signed engagement letters and IDs
Starter checklist
Tax season
Collect personal and business tax packets.
Monthly bookkeeping
Request statements, receipts, payroll reports, and missing explanations.
Client onboarding
Collect IDs, entity docs, banking info, and signed forms.
Questions
Is this only for tax work?
No. Accounting firms can use SendMeDocs for tax prep, bookkeeping, onboarding, and recurring document requests.
Can I start without a big monthly contract?
Yes. Pay-as-you-go is $0.50 per request with no minimum. Monthly commitments start at $12 if you send more than about 24 requests in a month.
How does this compare with TaxDome?
TaxDome is a full practice suite (CRM, billing, e-sign, messaging). SendMeDocs is the focused, affordable tool for the document-request piece and is meant to sit beside whatever else you use. See the side-by-side on the TaxDome alternative page.
Can my clients upload from a phone?
Yes. Most do. The upload page is mobile-first and clients can photograph paper W-2s, IDs, and statements directly from their phone.
Can I send by SMS?
Yes. Email and SMS delivery are both built in. SMS reaches the clients who chronically miss email.