Stop chasing clients for tax documents every single season.
Every January the same cycle starts again: emailing clients for W-2s, 1099s, and receipts, then following up when nothing arrives. docfury turns that into one link per client, sorted automatically as documents come in.
The same client-chasing problems, every filing season.
None of this is new to you — it just keeps costing your firm hours it shouldn't.
Re-requesting the same forms
Every season means re-asking every client for W-2s, 1099s, and receipts through a fresh round of emails, even though the list barely changes year to year.
Sorting a flood of attachments
When files finally arrive, someone on your team has to open each one, figure out what it is, and file it against the right client and form.
No visibility into who still owes what
Without a shared tracker, it is hard to know at a glance which clients have sent everything and which are still holding up a return.
Deadlines slip on slow responders
A handful of unresponsive clients can push otherwise-ready returns past their filing deadline, and there is rarely a system nudging them until you personally do.
From checklist to filed return, without the manual chasing.
The same three steps whether you have ten clients or a thousand.
Build your tax-season checklist
Start from a tax-document template — W-2s, 1099s, receipts, prior-year returns — or customize it, then reuse it across every client on your roster.
Send one link per client
Each client gets a single secure upload link by email. No portal account to create, no attachments to email back and forth.
Let the system track and remind
AI sorts incoming W-2s, 1099s, and statements against the right checklist item, reminders fire automatically for stragglers, and your dashboard shows exactly who still owes documents.
Everything built around filing season, not generic file sharing.
Each feature removes a manual step your team currently does by hand every season.
Tax-document AI classification
docfury recognizes W-2s, 1099s (NEC, MISC, INT, DIV), and receipts on sight and slots them into the right checklist item automatically.
Season-wide client dashboard
See every client's document status in one view — who is fully submitted, who is partial, and who hasn't started — instead of checking inboxes one by one.
Reminders that scale with your roster
Whether you have 20 clients or 2,000, docfury emails the ones with missing documents automatically, on a schedule your firm sets once.
Reusable checklists year over year
Save your firm's standard document list once and reuse it every tax season, adjusting only for clients with unusual filing needs.
Document collection FAQ for accountants
Can docfury handle W-2 and 1099 collection for an entire client roster at once?
Yes. You can send individual upload links to every client on your roster from a shared tax-document checklist, and each client's progress is tracked separately on your dashboard.
Does the AI recognize different 1099 variants?
docfury's classification identifies common tax forms, including 1099-NEC, 1099-MISC, 1099-INT, and 1099-DIV, along with W-2s and typical supporting receipts, and matches them to the correct checklist item.
How do reminders work during tax season?
Reminders are scheduled automatically after you send a request and fire on their own for anything a client hasn't submitted yet, so your team is not manually emailing stragglers during your busiest weeks.
Do clients need to create an account to upload their tax documents?
No. Clients open their personal upload link and submit files directly. There is no portal login or password for them to manage.
Can I reuse the same checklist for every filing season?
Yes. Save a standard tax-document checklist once and reuse it for every client every year, adjusting only when a specific client's situation calls for extra items.
Have more questions? See the full FAQ page, or start free.
Get this tax season's documents in without the chase.
Build your firm's tax-document checklist and send your first client link in minutes. No credit card required to start on the Free plan.