Clients & support
Client document checklist
See which clients still owe tax forms, statements and receipts, and prepare targeted reminders.
Client document checklist
Clients
59
Complete
41
Waiting
18
- Rivera householdW-2 (2), 1099-INT3 missing
- Okafor Design LLCK-1, mileage log2 missing
- Chen, J.All receivedReady
Syncing from Google Drive · just nowRuns on its ownDrafts reminders when items go overdue
Waits for youEvery reminder before it's sent