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    Document checklists

    Create, import and send document checklists, then track what clients upload.

    Create and send document checklists

    Create and send personalized checklists for collecting tax documents from clients.

    Track and manage intake document checklist

    View, edit, filter and delete document checklists

    Bulk import checklists via CSV/Excel (Beta)

    Create document checklists for multiple clients at once by importing a CSV or Excel file.

    Bulk import checklists from tax software backups (Beta)

    Create 1040 document checklists for multiple clients at once from a Drake, ProSeries, Lacerte, UltraTax CS or ATX backup.