Every client’s tax documents, collected and checked for you
Early access to an AI agent for CPA firms. It builds each client’s checklist from last year’s return, chases missing documents by text and email, and reads every upload, so your staff can spend the season preparing returns.
Staff time goes to chasing documents while returns wait.
Every client needs a different list. W-2s, 1099s, K-1s, 1098 mortgage forms, brokerage statements, charity receipts and childcare costs all vary by client and change from last year.
W-2s and most 1099s reach clients by January 31, but K-1s often arrive in March or later. Clients send photos, wrong years and partial statements, and staff ask again for the same missing form by email, text and phone.
A return can’t be finished until the last document arrives, so work piles up near April 15 and clients end up on extensions.
A checklist for every client, built from last year’s return
The agent reads last year’s return and documents, lists what each client should send this year, and keeps the list current as files arrive.
5 of 7documents in
1flagged for a new copy
1still waiting
Last year you had a W-2 from Acme, 1099-DIV from Schwab and a K-1 from XYZ Partners.
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Received
W-2 · Acme
2026 tax year, wages and withholding read. Filed to the client’s folder.
-
Received
1099-DIV · Schwab
Payer, tax year and amounts read and matched to last year’s form.
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Flagged
1098 mortgage statement
The photo is too blurry to read the tax year. A clearer copy was requested.
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Waiting
K-1 · XYZ Partners
Still waiting on your K-1 from XYZ Partners, usually arrives mid-March.
Built from last year
Each client’s list comes from last year’s return and documents.
Every upload read
Document type, tax year, payer and amounts, checked as files arrive.
Your staff check the unsure ones
Anything the agent isn’t sure about goes to a person at your firm.
From last year’s return to a return ready to prepare
The agent runs collection for each client. Reminders follow the tone and schedule your firm sets, and they stop as soon as everything is in.
7 documents expected
W-2 from Acme, 1099-DIV and 1099-B from Schwab, a K-1, a 1098, charity receipts and childcare costs.
Every client’s status on one dashboard
Which clients are complete, which are stuck, and which need a call from someone at your firm.
Complete214
Waiting on documents63
Need a call9
| Client | Expected | In | Missing | Status |
|---|---|---|---|---|
| Chen household | 7 | 7 | 0 | Ready |
| Patel family K-1 pending | 9 | 8 | 1 | Waiting |
| Ortiz Landscaping LLC | 12 | 8 | 4 | Chasing |
| R. Brooks No reply in 3 weeks | 6 | 2 | 4 | Call |
Received Flagged Still missing
Requests go out the day you start
Import your client list and last year’s documents, and personalised missing-document requests go out the same day.
- 01Import
Your client list, plus last year’s returns and documents.
- 02Set the tone
How often reminders go out, and how they sound to your clients.
- 03Send
Each client gets a personal request with a secure upload link.
- 04Track
Uploads are read as they arrive, and the dashboard fills in.
How Docsready compares with how firms collect today
Client portals give clients a place to upload, but someone still has to work out what’s missing and keep chasing. Docsready does that part for every client.
Early access opens before the tax season starts
We’re opening a small number of spots for CPA firms. Client data is protected with encryption and access controls, built for the FTC Safeguards Rule and IRS guidance, with a security write-up you can share with your insurer.
- US CPA firms with 3 to 30 staff
- 300 to 3,000 individual and small-business returns a year
- Owners and managing partners
Common questions
W-2s, 1099s (NEC, INT, DIV, B and K), K-1s, 1098 mortgage forms, brokerage statements, charity receipts and childcare costs, based on what each client had last year.
They go out by text and email in plain language, on the schedule and in the tone your firm sets. Each one has a secure upload link, and they stop as soon as everything is in.
The agent checks the document type, tax year, payer and amounts. Wrong-year, blurry or duplicate files are flagged, and the client is asked for a new copy.
A person at your firm. Anything the agent can’t read with confidence goes to your staff to check.
No. Clients still upload, and the agent files each document into your portal with consistent names. It adds the checklist, the chasing and the checking.
Client data is protected with encryption and access controls, built for the FTC Safeguards Rule and IRS guidance. You also get a security write-up you can share with your insurer.
Import your client list and last year’s documents, and personalised missing-document requests go out the same day.
Owners and managing partners of US CPA firms with 3 to 30 staff, preparing 300 to 3,000 individual and small-business returns a year.
We’re setting the price with our early-access firms. Join the waitlist and you’ll see it before you commit to anything.