Tax Client Document Locker
Tax Season Client Document Locker Checklist Engine
Eliminate missing tax document chases (W-2, 1099, 1098) with visual client completion progress meters and 1-click SMS/Email nudge reminders.
i How to Manage Tax Document Lockers in 3 Simple Steps
Target Tax Checklist
Auto-generate custom checklists based on entity structure (Individual 1040, S-Corp 1120-S, Partnership 1065).
Visual Completion Tracker
Watch real-time status bars (0% Action Required → 60% In Progress → 100% Ready for Preparation) without digging through email chains.
1-Click Nudge Reminders
Send automated SMS and email reminders with a secure, passwordless client upload magic link to finalize missing paperwork.
Marcus Brody (Acme Logistics Corp)
Action Required (0%) Partnership (1065)Partner Capital Account Summary
Awaiting client submission
Form 1099-K Merchant Settlement
Awaiting client submission
Asset Purchase Invoices > $2,500
Awaiting client submission
Year-End Inventory Valuation Sheet
Awaiting client submission
W-3 Transmittal of Wage Statements
Awaiting client submission
Apex Digital Solutions LLC (Elena Rostova)
In Progress (60%) S-Corp (1120-S)Year-End Profit & Loss (P&L)
Apex_2026_YearEnd_PandL.xlsx
243 KB • VerifiedYear-End Balance Sheet
Apex_BalanceSheet_Dec2026.xlsx
550 KB • VerifiedForm 1099-NEC Contractor Payouts
1099NEC_Contractors_Compiled.pdf
596 KB • VerifiedDecember Bank Statements (All Accounts)
Awaiting client submission
Shareholder Health Insurance Statements
Awaiting client submission
Dr. Julian Thorne, MD
Complete (100%) Individual (1040)Form W-2 (Wage Statement)
2026_W2_PacificHealth_Thorne.pdf
776 KB • VerifiedForm 1099-INT (Bank Interest)
1099_INT_Chase_2026.pdf
603 KB • VerifiedForm 1098 (Mortgage Interest)
1098_WellsFargo_HomeLoan.pdf
445 KB • VerifiedCharitable Contribution Receipts
Charity_Donations_Summary_2026.pdf
206 KB • VerifiedProperty Tax Assessment Bill
KingCounty_PropertyTax_Receipt.pdf
825 KB • Verified