Tax Preparation Checklist

When you file for your client’s taxes, you need their details and documentation to complete the job successfully.

There are several forms and documents that you must gather from your clients to clear their taxes, including the 1040s, W2s, 1099s, and 1095s. Many of your clients don't understand the procedures for tax filing. You have to explain everything to them again and over.

There are not one or two clients you have to collect documents from during the taxing season. 

When preparing for tax filing, you must collect and scrutinize all legal documents to minimize compliance risk and meet all requirements. Doing it the old way takes a lot of time which is the most valuable asset for you and your client.

That is why you need an automated system to collect forms and documents before you begin. 

When you automate the tax preparation process, you can save time and resources while collecting forms and financial information from your clients. It is an uncomplicated approach to onboard clients for tax preparation. 

Your tax preparation checklist will be detailed, organized, and well-integrated with a modern and automated tool like Clustdoc.  It will be easy for both you and your clients to share information for tax filing.

Your clients can share all necessary papers for their tax appointment using Clustdoc's tax preparation checklist.

The Best Software to Collect and Analyze Information

Clustdoc assists you in creating an automated tax preparation checklist that your clients can follow.

With Clustdoc, you can collect all the necessary forms and reports related to your clients in one place. You can also effortlessly request documents from your clients.

Using this checklist, you can collect detailed client information to prepare them for their upcoming tax appointment.  You can quickly request forms and documents like– tax preparation forms, W-2 and 1099 forms, and reports of taxes paid, and more.

Collecting information and sharing them is an effortless task at hand when done with Clustdoc.

Using our free mobile app, your clients can submit documents without any hassle in their own time.

Simplest Way to Book Appointments and Make Payments

Your clients no longer have to schedule appointments over the phone. They can now easily schedule meetings according to their availability from the Clustdoc interface.

Without using any third-party app, scheduling appointments to discuss their tax specifics is now hassle-free for your clients. They can now schedule meetings with you and your team at any time.

Another advanced feature on Clustdoc is that your clients can instantly pay for your services from the Clustdoc interface. 

Clustdoc accepts payments from all major credit card companies to make the payment process seamless and secure.

Easiest Way to Collect Documents for Tax Filing

The automated file request feature is one of the standout features of Clustdoc's tax preparation checklist.

You can quickly request your clients to provide the list of files you need for their tax appointment with Clustdoc. Your clients can effortlessly upload these files to the platform.

Clustdoc's Cloud Export function is one of its attractions. You no longer have to be concerned about misplacing necessary documents.

Clustdoc stores files shared by your clients online in a unique folder on your cloud storage space so that you can access them whenever you want.

Since client documents are highly private, you can not afford any breach of their information. Clustdoc provides data security features like data privacy control, control capture, etc. 

The Most Secure Platform to Collect Financial Documents

We value data privacy over all other benefits. 

Clustdoc meets strict standards for the security and encryption of your data to help you efficiently imply data regulations.

Clustdoc offers built-in security features and GDPR compliance for your business. 

With Clustdoc, your clients can share documents without any security concerns.

We provide a white-labeled, safe, and secure online tax preparation checklist where your clients can share forms, documents and schedule meetings with your team.

Easily Guide Your Clients Through their Tax Appointments with Our Checklist

You can now efficiently guide your clients throughout their tax appointments using our advanced and modern checklist.

You no longer have to meet your client physically or request them to email their documents. Collect required forms, documents, and payments efficiently without stressing your clients using our modern tax preparation checklist.

Clustdoc’s tax preparation checklist will be your companion to keep your clients happy with the tax filing process without much load on you.