Client document checklist
See which clients still owe tax forms, statements and receipts, and prepare targeted reminders.
Replaces: the shared spreadsheet and one-off reminder emails
Alder & Finch CPAs · Client document checklist
Client document checklistAlder & Finch CPAs
Megan DoyleTax managerMD
- Clients
- 59
- 2025 returns and monthly books
- Complete
- 41
- Every document accepted
- Waiting
- 18
- Owe at least one document
| Client | Outstanding | Preparer | Due | Status |
|---|---|---|---|---|
| W-2 (2), 1099-INT | Megan Doyle | Nov 11 | 3 missing | |
| 1099-B (page 2 missing) | Megan Doyle | Nov 13 | Rejected | |
| K-1 (Ridgeway Partners LP) | Owen Finch | Nov 13 | 1 missing | |
| October card statement | Owen Finch | Nov 8 | 1 missing | |
| K-1, mileage log | Megan Doyle | Nov 20 | 2 missing | |
| Bank statement, 4 receipts | Owen Finch | Nov 16 | 5 missing | |
| 1098-T in review | Megan Doyle | Nov 18 | In review | |
| All received | Owen Finch | Nov 5 | Ready |
Showing 8 of 59 clients
Ran today at 8:00 AM
- Checked due dates for 59 clients
- Found 4 clients with overdue or rejected documents
Runs on its own
Drafts reminders when items go overdue
Each morning it checks every client's due dates, matches new uploads in Drive and Dropbox to the right requirement, and drafts a reminder listing only that client's missing forms.
Waits for you
Every reminder before it's sent
No reminder reaches a client until you approve it, and no upload counts as received until someone on your team accepts it.
Works with
Google Drive
Dropbox
Gmail
What it keeps track of
- Client
- Household or businesstax year or periodpreparerdeadline
- Requirement
- Form type such as W-2 or K-1due datereviewer
- Submission
- Linked fileversionreceived date
- Review
- Accepted or rejectedreviewerreason
- Reminder
- Draftapprovalsent date
