Create reusable tax-prep checklists
Tax document collection
Tax document collection software for small firms
Send a checklist for W-2s, 1099s, IDs, prior returns, bank statements, and any custom item your preparer needs.
Inside the request builder
A 1040 packet, already grouped for the client
Income forms, business income and expenses, and supporting items grouped so the client sees a clear, itemized checklist instead of one big ask.
- Income forms (W-2, 1099, etc.) up front
- Business and self-employed items grouped under their own section
- Save the request as a template and reuse all season
Replace the tax-season attachment hunt
Tax teams lose hours every week asking the same client for the same missing document across several email threads.
A request link with named items collapses that into one place: the client sees what is still outstanding, your team sees it on the dashboard, and the work moves forward. Save the recurring asks (1040 packets, W-9s, W-2s, business statements) as templates and reuse them all season. The 1040 document checklist and the W-9 request checklist are starter templates you can edit.
Send secure upload links by email or SMS
Let clients upload without creating a portal account
Track which tax documents are still missing
Useful for simple and complex returns
Start from a common checklist, then add the edge-case items for each client.
Individual returns share a base template; business returns layer in entity documents and bookkeeping exports; year-end work for contractors leans on the W-9 request flow. If a full practice suite is on the table, the TaxDome alternative comparison covers when each tool fits.
Individual return packets
Contractor and vendor W-9 collection
Business entity documents
Year-end bookkeeping support
Starter checklist
Personal tax docs
W-2s, 1099s, prior-year returns, IDs, and dependent information.
Business tax docs
Bank statements, payroll reports, entity documents, and bookkeeping exports.
Follow-up items
Custom fields and documents for missing explanations, signatures, and corrections.
Questions
Can I make my own tax checklist?
Yes. You can send custom requests and save templates for the documents your firm asks for repeatedly.
Is this a TaxDome replacement?
Only if you mainly need document collection. TaxDome is a broader practice suite; SendMeDocs is the focused, affordable tool for the upload-request piece.
What does it cost for a small tax firm?
Pay-as-you-go at $0.50 per request fits firms with light volume. Monthly commitments start at $12 and scale up; $60 covers most single-preparer practices through a full season.
Can clients upload from their phone?
Yes. The upload page is mobile-friendly. Most clients photograph paper W-2s or IDs and upload them straight from a phone.
Do clients need accounts to send tax documents back?
No. Recipients use the secure link to upload. They never create a SendMeDocs account.