Organize client tax document intake

Track which documents each client has sent and what is missing.

The problem

Tax season means chasing W-2s, 1099s and K-1s by email and tracking it by hand.

Step by step

1. 1Have clients upload to one portal or shared folder.
2. 2Trigger an automation on each new file to log client name, document type and date to a tracker sheet.
3. 3Compare against last year's document list to flag what is missing.
4. 4Use AI to draft a polite reminder email listing missing items for staff to send.

Copy-paste prompt

Client prior-year documents: [list]. Received this year: [list]. List what is still missing and draft a short, friendly reminder email to the client asking for those items.

Review AI output before using it. Don’t paste confidential, customer or patient data into tools your company hasn’t approved.