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Collecting client documents

This category covers the first job of every engagement: getting the paperwork in. Posts explain how to request documents, how to accept email attachments, phone photos and upload links without losing track, and how collection differs for 1040, business and monthly bookkeeping clients. What to ask for lives in Tax checklists and organizers; following up on what never arrives lives in Chasing missing documents. Start with "How to Collect Tax Documents From Clients, Start to Finish", which walks through a full season's intake.

  1. How to Collect Bank Statements From Clients

    How to collect bank statements from clients: which format to ask for, downloads versus paper, every account and month, and statements from joint accounts.

    October 12, 2026bank statementsdocument collectionclients

  2. Collecting Documents for an Amended Return, Step by Step

    Collecting documents for an amended return: the original return as filed, the corrected form and what it replaces, state copies, and a short request list.

    October 9, 2026amended returnsdocument requestscorrected forms

  3. Email Attachments vs Upload Link for Tax Documents

    Email attachments vs upload link for tax documents: what each costs the firm in sorting, missed files and size limits, and when each one is the right choice.

    October 8, 2026emailupload linkstax documents

  4. Document Request Email to Clients: Templates That Work

    Document request email templates to send clients: subject lines, a clear list of what to send, one place to send it, and a date, ready to copy and adapt.

    October 3, 2026email templatesdocument requeststax season

  5. How to Collect Tax Documents From Clients, Start to Finish

    How to collect tax documents from clients across a whole season: the first request, one place for every file, batches, and knowing when intake is done.

    September 26, 2026tax seasonintakedocument collection

  6. Collecting Documents From New Tax Clients

    Collecting documents from new tax clients: the intake form, the prior-year return as a baseline, identity details, and a first request they can finish.

    September 2, 2026new clientsintakeonboarding

  7. Collecting Documents From a Client With Several Businesses

    Collecting documents from a client with several businesses: map each entity, choose who gets each request, stagger deadlines and track every business apart.

    August 11, 2026business clientsmultiple entitiesdocument requests

  8. Collecting Documents From a Client Who Moved States

    Collecting documents from a client who moved states: move-date records, forms mailed to the old address, wages split across states and both prior returns.

    July 21, 2026state returnslife changesdocument requests

  9. How to Collect Documents for a 1040 Engagement

    How to collect documents for a 1040 engagement: start from last year's return, request by household member, handle late forms, and confirm the file is complete.

    July 12, 20261040individual returnstax season

  10. How to Collect Payroll Reports From Clients

    How to collect payroll reports from clients: which reports to pull from the payroll provider, who can export them, and getting quarterly and year-end reports.

    June 10, 2026payrolldocument collectionbusiness clients

  11. Client Document Request Software: What It Should Do

    What client document request software should do for a firm: per-client request lists, item status, reminder drafts, and file requests clients can answer.

    May 17, 2026document requestssoftwarereminders

  12. Document Collection for Business Tax Returns

    How document collection for business tax returns differs from a 1040: more contacts, books and statements, year-end paper, and owners who delegate.

    May 13, 2026business returnss corporationyear-end

  13. Client Document Upload Link: One Link Per Client

    How a client document upload link works: one link per client, no login, every file landing in that client's folder, and what to tell clients before they use it.

    May 5, 2026upload linksclient documentsintake

  14. Document Collection Software for Accountants: What to Ask

    What document collection software for accountants should do: intake from every channel, classification, last-year comparison, duplicates and Excel export.

    May 2, 2026softwaredocument collectionevaluation

  15. How Early to Start Collecting Tax Documents

    How early to start collecting tax documents: when each form becomes available, setting a document deadline for tax clients, and collecting year-round.

    April 20, 2026tax seasondeadlinesdocument collection

  16. How to Collect Documents From Clients by Email

    How to collect documents from clients by email without losing files: a dedicated intake address, forwarding rules, attachment naming and one client folder.

    April 3, 2026email intakeclient documentsfiling

  17. How to Scan Tax Documents With a Phone: A Client Guide

    How to scan tax documents with a phone so the firm can read them: light, flat pages, one document per scan, PDF over photo, and sending every page.

    March 30, 2026scanningphoneclient guide

  18. How to Receive Large PDF Files From Clients

    How to receive large PDF files from clients when email bounces them: upload links, splitting and compressing, and checking that every page arrived intact.

    August 31, 2025large filespdfupload links

  19. Collecting Documents From Elderly Clients

    Collecting documents from elderly clients with patience: paper-friendly options, adult children and caregivers, mailed forms, and simpler phone instructions.

    July 18, 2025elderly clientspaper documentscaregivers

  20. Drop-Off vs Digital Tax Document Collection

    Drop-off vs digital tax document collection compared: paper handling cost, client comfort, remote clients, and how to stop clients mailing paper documents.

    March 23, 2025paperlessdocument collectiontax season

  21. Collecting Documents for Monthly Bookkeeping Clients

    Collecting documents for monthly bookkeeping: a monthly cutoff, what each client sends every month, onboarding new bookkeeping clients, and keeping it routine.

    February 4, 2025bookkeepingmonth-endonboarding

  22. Client Document Collection: One Process for Every Client

    Client document collection as one repeatable process for a firm: a single intake point, clear owners, status per client, and one place for every document.

    November 30, 2024document collectionfirm processintake

  23. The Best Way to Request Documents From Clients

    The best way to request documents from clients, compared: email lists, request links, organizers, calls and in-person, judged by what clients actually return.

    October 19, 2024document requestsclientscomparison