Document Checklists
The tax document checklist, built automatically.
A tax document checklist only helps if it matches the client. Paloma builds each client's list from their own answers - in plain language, checked off automatically as documents arrive.
Generic checklists ask everyone for everything.
Over-asking kills momentum
A checklist with forty items - thirty of which don't apply - teaches clients to ignore the whole thing.
Nobody speaks form numbers
'Provide Form 1098' means nothing to most clients. Unclear items become phone calls or, worse, silence.
What's still missing?
When the checklist lives in a Word doc, someone has to reconcile it against the inbox by hand. Every week.
What it does
A personal list, not a firm-wide form.
Built from their answers
The intake questionnaire's answers become the checklist - a W-2 for each job, a 1098 for the new house, nothing that doesn't apply.
Plain language
Items say 'Your mortgage interest statement (Form 1098)' - the client reads English, the preparer still sees the form number.
Checked off automatically
When a document arrives and is verified, its item is marked complete automatically. The list is always current without anyone tending it.
Client-facing and staff-only
Some items guide the client; some track internal work. Each item chooses its audience.
The missing list, live
At any moment, anyone on the team can see exactly what's outstanding for any client - no reconciliation meeting required.
How it works
- 1
Your client answers a few easy questions.
- 2
The answers become a list of papers to send.
- 3
The list is checked off automatically as files come in.
- 4
Everyone can see what is still missing.
The checklist is the bridge from the tax organizer to document collection , and automated reminders follow up on whatever stays unchecked.
Common Questions
Book time with Abby
15 minutes. Watch a client's answers become their checklist, updating automatically as documents arrive.
Pick a timePrefer to write first? Contact us about Document Checklists.