One clean checklist for every return — income statements, bank records, receipts, prior-year filings. Clients upload as documents arrive, and you watch each file complete itself instead of digging through email threads.
Every deadline brings the same scramble: re-asking three clients for the same missing statement. ClientCollect turns your organizer into a checklist clients actually finish.
Automatic reminders nudge clients about exactly what's outstanding — firms see follow-up emails drop by about three quarters in the first month.
Each item says exactly what you need — "all pages of the statement, including the summary" — so you stop chasing page 2 of 6.
Income statements, identity documents and prior returns move through an encrypted portal with an audit trail — not as attachments in a client's outbox.
One request covering both partners, or separate checklists per person — either way, one view of what's still missing on the file.
Don't send forty items at once. Staged requests release documents as the return progresses — clients only ever see what's relevant now.
Get the engagement signed and the basics on file.
Every income document the return touches.
The support behind every deduction you claim.
Final confirmations before you submit.
Tell Colette "personal return, self-employed with rental income" and she drafts the organizer — stages, items, plain-English descriptions and all.
Your clients are photographing statements at their kitchen table at 9pm. The portal is built for exactly that — no login, no PDF wrangling, no "which file was that again."
Client tax records are sensitive personal and financial data under GDPR and data-protection law wherever you work. ClientCollect treats them that way from the first upload.
Tax records and bank statements never travel as plain email attachments.
Who requested, uploaded, viewed and accepted each document — ready for any review.
Privacy notices and GDPR-compliant e-consent captured before the first document is shared.
Firm owners manage settings, billing and team access, with passwordless sign-in for everyone.
"We used to lose the first two weeks of every season just collecting documents. Now the organizer goes out as a checklist and the files fill themselves in."
Send your first tax organizer as a checklist in under five minutes. Free for 14 days, no card required.