By industry

Document checklists for the work you actually do

Every profession chases a different set of documents, but the failure mode is identical: the request lives in email, nobody can see what's outstanding, and follow-up depends on someone remembering. Each page below has the standard document checklist for that profession, plus how firms run intake without the chase.

For

Accountants

Standard individual tax return checklist — 9 standard items.

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For

Bookkeepers

Monthly close document checklist — 8 standard items.

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For

Tax Preparers

What to request before starting a return — 9 standard items.

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For

Mortgage Brokers

Pre-approval and full application checklist — 9 standard items.

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For

Financial Advisors

New client onboarding document checklist — 9 standard items.

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For

Real Estate Agents

Buyer and seller transaction checklist — 9 standard items.

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For

Law Firms

New matter intake checklist — 9 standard items.

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For

Immigration Attorneys

Common supporting document checklist — 9 standard items.

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For

Insurance Agents

New policy and claims checklists — 9 standard items.

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For

Property Managers

Rental application and owner onboarding — 9 standard items.

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For

Consultants & Agencies

Project kickoff checklist — 9 standard items.

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The same three things, whatever the industry

Reusable checklists. Build the request once per engagement type and send it to every client, instead of retyping it.
No client login. Clients open a link and upload. Registration is the single biggest drop-off point in portal-based tools.
Automatic reminders and one status view. Follow-up stops being a task you remember, and "who still owes me documents" becomes a glance rather than an inbox search.

$7.99/month flat · unlimited clients and checklists · cancel anytime