Get every client’s tax documents before the filing deadline
Send each client one link for their W-2s, 1099s, receipts and answers. Lead Source reminds them about anything missing, so tax season goes on returns.
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- W-2, Marisolw2-marisol-2025.pdfUploaded
- New dependents this year?No changeAnswered
- Form 1098 (mortgage)Outstanding
Due 28 February · reminder Friday
Every tax document a return needs, listed once
List the forms and answers each return needs once, by client type. Each client then sees only what applies to them.
Documents
- W-2s and 1099s, one upload slot each.
- Form 1098 and property tax statements.
- Photo ID for each taxpayer you file for.
Information
- Changes in marital status or dependents.
- Estimated tax payments made, with dates.
- Bank details for a direct deposit refund.
Three tax requests worth building once
Three versions cover nearly every client, and each asks only for what that client has. Build them once and reuse them every season.
Individuals and families
Wage forms, the 1098, receipts and a question about life changes.
Self-employed clients
Every 1099-NEC, mileage, home office details and estimated payment dates.
Businesses and partnerships
Year-end statements, payroll reports, asset purchases and K-1 details, in steps.
One link per household, no client login
Marisol Reyes gets one email with a link to her household’s 2025 request. She uploads each form from her phone as it arrives, saves her progress and finishes when the last 1099 turns up. For how requests work for any business, see document collection software.
2025 tax documents: 5 items
Hi Marisol, upload what you have now and come back for the rest.
- W-2s for each jobUpload
- New dependents?Answer
- Form 1098 (mortgage)Upload
Automatic reminders for missing tax forms
Set a due date that suits your filing calendar. Each reminder lists only what is still outstanding, and they stop once the client is done.
- Day 1
The request goes out
One email with the link, the list and the due date.
- Before the due date
A reminder for what is left
It names the missing forms and links straight back in.
- Due date passes
Marked overdue
Flagged on your dashboard, so you see whose return could slip.
- All in
Ready to prepare
Every document sits with its request, and the reminders stop.
See which returns are ready to prepare
The dashboard shows every open request, how far each client has got and which are overdue. Prepare returns in order of readiness.
Open a client to see which forms are in. Then call the two who matter.
- Reyes householdIndividual return4 of 6Due in 9 days
- Patel & Sons LLCBusiness return3 of 9Overdue by 4 days
- Hannah OkoroNew client onboarding7 of 7Complete
Where clients’ tax documents go
W-2s, refund details and photo ID arrive through each client’s own link.
A personal link for each request. Clients upload and answer without an account.
Private file storage. Uploads are kept in private storage with controlled access.
Reviewed from your account. Sign in to Lead Source to see and open every file.
Kept with the request. Statements, IDs and photos stay together with the request they answer.
Questions accountants ask
Can I send a different list to individual and business clients?
Yes. Build one request for individual returns and one for business returns, then send each client the one that fits.
Do clients need an account to upload their tax documents?
No. Each client gets a personal link by email and uploads through it from a phone or a computer.
Can I reuse last year’s request for returning clients?
Yes. Save it as a reusable form, update it for the new tax year and send it to each returning client.
Is this a client portal or document management system?
No. Lead Source collects documents and answers through a request. It does not store your firm’s file library or replace your tax software.
Start the season with every request already out.
Send your first tax document request free.
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