Correctdocs

Document Collection

Better ways to request, collect and check client documents without the back-and-forth.

  1. How to Get Prior-Year Tax Returns From New Clients

    Last year's return is the most useful document a new client can send. Why it matters, where clients can find it, and what to do when they can't.

    6 min read

  2. Rental Property Tax Documents: What to Collect From Landlord Clients

    Landlord clients bring more records than almost anyone else. A checklist of rental property documents to collect, with the purchase and improvement records that matter for years.

    7 min read

  3. Collecting Tax Documents From Older Clients: A Practical Guide

    Older clients are often among a firm's most loyal, and the hardest to collect documents from digitally. How to make the process simple, secure and respectful.

    6 min read

  4. Text Message Reminders for Accounting Clients: Templates and Best Practices

    Texts are often read faster than email. How accounting firms use SMS reminders responsibly to collect documents faster, with ready-to-use templates and timing tips.

    7 min read

  5. How to Scan Tax Documents With Your Phone (So Your Accountant Can Read Them)

    A blurry photo of a W-2 usually means a second request. Simple steps for clients to scan tax documents with a phone so accountants get clear, complete, usable files the first time.

    6 min read

  6. Client Document Collection for Accounting Firms: The Complete Guide

    The complete guide to collecting documents from clients: the six-stage process, methods compared, security requirements, metrics to track and how accounting firms automate the chase.

    12 min read

  7. Tax Organizer vs Document Checklist: Which Gets Clients to Respond?

    Long tax organizers often come back incomplete. Personalized document checklists get higher completion. How the two compare, and the hybrid approach that captures the best of both.

    8 min read

  8. 7 Document Request Email Templates for Accountants

    Copy-and-paste document request emails for accountants and bookkeepers, from the first tax season request to the final notice, plus text message versions and a follow-up schedule.

    8 min read

  9. How to Collect W-9s From Vendors and Contractors Before 1099 Season

    Missing W-9s are the biggest cause of last-minute 1099 scrambles. Why every contractor needs one, how 24% backup withholding works and a simple year-round process for collecting them.

    7 min read

  10. Client Portal Software for Accounting Firms: Types, Features and How to Choose

    All-in-one platforms, secure file storage or document collection tools? A practical guide to choosing client portal software for accounting, bookkeeping and tax firms.

    8 min read

  11. Is It Safe to Email Tax Documents? Secure Alternatives for Firms and Clients

    Why emailing tax documents is risky, what the FTC Safeguards Rule and IRS guidance expect from accounting firms, and safer ways to send and collect sensitive files.

    7 min read

  12. Client Portal Adoption: How to Get Clients to Actually Use Your Portal

    Many firms buy a client portal only to watch clients keep emailing documents. Why adoption stalls, and nine practical ways to get clients using it.

    7 min read