Are your books ready
for tax season?
Most small businesses hand their accountant a shoebox of half-organized documents and wonder why tax prep takes so long. This audit shows you exactly which documents you have, which are missing, and what it will take to close the gaps — before your CPA starts the clock.
28
documents audited
6
categories checked
2 min
to get your score
What type of business are you?
This filters which documents apply to your filing.
Why disorganized documents cost more than you think
Accountants charge by the hour. When your books are a mess, that meter runs while they reconstruct transactions, chase down missing 1099s, and sort through twelve months of unsorted receipts. A fully prepared client packet saves 5–15 hours of prep time — at $150–$300/hr, that's real money. This audit shows you exactly where your gaps are before the bill starts.
What accountants actually need from you
Every year, the same documents are missing: no mileage log, bank statements with gaps, missing 941s, contractor payments with no 1099s issued. These aren't hard documents to gather — they're just easy to forget. Running this checklist once tells you exactly which boxes to check before your first meeting with your CPA or bookkeeper.
How accountants use this tool with clients
Accountants and bookkeepers share this link with clients at the start of tax season. The client marks what they have, copies the share link, and sends it back. Instead of a lengthy email chain asking for documents one by one, the accountant sees exactly what is ready, what is missing, and which gaps are critical. That one conversation replaces two weeks of back-and-forth.
Automate the document chase entirely
We build automated document collection systems for accountants and bookkeepers — custom SMS and email sequences that prompt clients for specific documents, track responses, and escalate when items are overdue. You stop chasing. Clients stop forgetting. Tax season runs on schedule.
Talk to us about automating thisDocument checklist based on IRS requirements for common business structures (Schedule C, Form 1120-S, Form 1120, Form 1065) and standard CPA intake checklists. Specific requirements vary by state, industry, and individual tax situation. Consult your tax professional for advice specific to your business.
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