Bank and credit card statements
Business tax template
Business tax document checklist
Request the documents a small-business client needs to provide before tax prep or cleanup work can move forward.
Inside the request builder
Business tax return template, ready to edit
Financial statements, banking, and payroll preloaded for S-Corp, partnership, and C-Corp clients — adjust per client and send in one click.
- Year-end financial statements and general ledger
- Bank and credit-card statements grouped together
- Payroll summary preloaded under its own section
Business records to request
Business clients often send documents in batches. A checklist keeps the packet organized so nothing gets lost in a thread.
A single request with named items beats five separate emails. The client sees every category of document you are expecting (statements, payroll, entity records, expense support) and can work through them at their own pace. The for accountants page covers how this fits the monthly and year-end workflow.
Payroll and contractor reports
Entity formation or ownership documents
Receipts, invoices, and bookkeeping exports
Use one request per client
Send a single secure link with every expected item instead of breaking the ask across several email reminders.
One request, one link, one dashboard view. Clients upload as documents become available; you see status update in real time. For recurring business clients, save the request as a template and reuse it every period. The tax document collection page describes the broader workflow.
Custom request items
Upload status tracking
Reusable templates
Starter checklist
Financial statements
Bank, credit card, loan, and merchant processor statements.
Payroll and contractors
Payroll reports, W-9s, 1099 summaries, and contractor ledgers.
Entity documents
Formation records, ownership changes, EIN letters, and licenses.
Expense support
Receipts, invoices, mileage logs, and fixed-asset details.
Questions
Can I save this for every business client?
Yes. Save it as a reusable template and remove items that do not apply per client.
Can clients upload large statement batches?
Yes. Each item accepts multiple files, and the upload handles typical statement bundles. Very large media files are not the target use case.
Can I include the bookkeeping team on the dashboard?
Yes. Add team members on your plan; everyone sees the same request status and files.
Will the receipt batch go straight into our cloud storage?
You can wire SendMeDocs to Google Drive, OneDrive, Dropbox, or other storage through Zapier, the API, or webhooks so uploads land where your team expects them.