Secure document organization

A more organized document workflow for every tax season.

Give clients a secure, structured way to deliver the records your tax team needs. Track requested periods, keep documents tied to the right client, and reduce back-and-forth before review begins.

What you can expect

Secure client document requests by tax period
Document status and activity history
Clear separation of preparer and end-client records
Protected upload paths with controlled access

A clear starting process

Define the client and periods you need

Share a controlled document-request link

Track incoming records and prepare a complete review queue

Important scope note

The workflow supports document collection and organization. It does not replace the preparer’s review, record-retention decisions, or professional responsibility for a return.