How to Collect Client Documents for Tax Preparation

Tax season is hectic for accountants, and collecting client documents can be a bottleneck. Professionals lose up to 4 hours a week chasing forms like W-2s or receipts. For accountants, delays risk missing filing deadlines. Learning how to collect client documents for tax preparation streamlines your workflow and reduces stress. Here’s a 5-step guide, with PaperFlow as a tool to simplify collection.

Step 1: Use Automated Forms

Send forms to request tax documents, avoiding email back-and-forth.

Tip: PaperFlow’s forms automate requests, saving time.

Step 2: Set Clear Deadlines

Include deadlines in forms to ensure timely client submissions.

Tip: PaperFlow’s reminders nudge clients automatically.

Step 3: Centralize Submissions

Store all tax documents in one hub for easy access during preparation.

Tip: PaperFlow’s hub lets 97% of users find files fast.

Step 4: Secure Client Data

Protect sensitive tax forms with encryption to maintain trust.

Tip: PaperFlow’s bank-grade encryption ensures safety.

Step 5: Track with a Dashboard

Monitor submission statuses to avoid last-minute scrambles.

Tip: PaperFlow’s dashboard tracks all requests, perfect for tax season.

Why It Matters

Inefficient collection costs accountants 200+ hours a year. PaperFlow saves 2–4 hours a week, ensuring timely filings.

Try PaperFlow

Start a 14-day free trial to collect tax documents. Plans start at $24.16/month (annual billing).

Make tax season easier with PaperFlow.

Contact support@paperflow.com for help.