Stop opening wrong documents.
One request link for your clients. Every upload is checked the moment it lands, and wrong files go back with a clear fix before they reach your desk.
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ALEX DOE
18 MAPLE AVE
PORTLAND OR 97214
Checking statement
Account ending 4821
March 1 to March 31, 2026
| Beginning balance | 3,511.25 |
| Deposits and credits | 2,140.00 |
| Withdrawals and debits | -748.48 |
| Ending balance | 4,902.77 |
| Date | Description | Amount |
|---|---|---|
| 03/04 | Payroll deposit, Harbor Studio LLC | 2,140.00 |
| 03/09 | Card purchase, Fred Meyer #0214 | -96.40 |
| 03/11 | Online transfer to savings | -480.00 |
| 03/18 | Card purchase, Powell’s Books | -39.90 |
| 03/27 | Utility payment, PGE | -132.18 |
Page 1 of 2
need April
Behind the W-2: a 1099-NEC, also for Alex Doe, and a bank statement for March circled in red with the note “wrong month, need April”.
It reads every upload, so you don’t have to.
Each file is checked against what you asked for. When something is off, your client hears it by text, with the fix, while the file is still in their hands.
The right document
“This looks like a utility bill. We need your bank statement.”
The right person or business
“This W-2 is for Maria Doe. We need the one for Alex Doe.”
The right dates
“This covers March. We need April 1 to 30.”
The right account
“This is the account ending 9912. We need the one ending 4821.”
Every page, and readable
“Page 3 of 5 is missing. Please upload the full statement.”
Not expired
“This ID expired on May 12, 2026. Please upload a current one.”
Wrong files go back with the fix.
Your client gets one secure link by text and email, with no account to create. Reminders go out on their own until everything is in.
Rivera Tax
- Hi Alex, it’s Rivera Tax. Please upload your April bank statement for the account ending 4821. correctdocs.com/r/8QK2
ALEX DOE
18 MAPLE AVE
PORTLAND OR 97214
Checking statement
Account ending 4821
March 1 to March 31, 2026
Beginning balance 3,511.25 Deposits and credits 2,140.00 Withdrawals and debits -748.48 Ending balance 4,902.77 Date Description Amount 03/04 Payroll deposit, Harbor Studio LLC 2,140.00 03/09 Card purchase, Fred Meyer #0214 -96.40 03/11 Online transfer to savings -480.00 03/18 Card purchase, Powell’s Books -39.90 03/27 Utility payment, PGE -132.18 Page 1 of 2
- This covers March. We need April 1 to 30.
ALEX DOE
18 MAPLE AVE
PORTLAND OR 97214
Checking statement
Account ending 4821
April 1 to April 30, 2026
Beginning balance 3,511.25 Deposits and credits 2,140.00 Withdrawals and debits -748.48 Ending balance 4,902.77 Date Description Amount 04/04 Payroll deposit, Harbor Studio LLC 2,140.00 04/09 Card purchase, Fred Meyer #0214 -96.40 04/11 Online transfer to savings -480.00 04/18 Card purchase, Powell’s Books -39.90 04/27 Utility payment, PGE -132.18 Page 1 of 2
- Got it. April is checked. 2 of 3 documents done.
Your clients’ files stay private.
Correctdocs only looks at a file to check it. That is the whole job.
- Never used to train AI, ours or anyone else’s.
- Stored in the US and encrypted. Deleted whenever you ask.
- Texts come from a registered business number.
- During pilots, a person double-checks results, so nothing wrong slips through.
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A free 30-day pilot on real client requests. After that, 50% off for six months in return for a short case study. For US accounting, bookkeeping and tax firms with 2 to 50 people.