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Collect a Complete Tax File on the First Pass

Tax season dies by a thousand follow-ups: the W-2 arrives but not the 1099, the receipts come as one blurry photo, and the prior-year return shows up in April. The Individual Tax Organizer pairs a filing questionnaire with a named document checklist, so your client can see exactly what a complete file looks like — and AI keeps it organised as documents arrive.

The Journey

You've imported the Individual Tax Organizer, and filing season has opened.

  1. You

    You send each client their organizer link — one request covering the questionnaire and the full document checklist.

  2. Your client

    Your client answers the filing questions, then works down the checklist: W-2s, 1099s, mortgage interest, prior-year return, deduction receipts — each into its own labelled slot.

  3. Your client

    For the stragglers they find later, you request an update — the same checklist reopens for them with the empty slots waiting.

  4. FolioReady

    FolioReady reads every document as it lands, summarising each one, and any file you add by hand gets matched to the slot it belongs in — a scanned W-2 photo lands under W-2 without you filing it.

  5. You

    You glance at the checklist, see exactly which slots are still empty, and let automatic reminders chase the rest.

  6. The result

    A complete, pre-sorted tax file per client — every document in its slot, nothing left in an inbox.

What your client sees — a labelled slot per document with a hint and a required marker, so a complete file is obvious at a glance.
Slots can take a stack

A slot like deduction receipts can allow multiple files, so a pile of scans lands together under one label instead of scattering.

What You're Left With

A folio per client where the checklist is the status report: filled slots are done, empty slots are what's missing. Each document carries a synopsis, the questionnaire answers are structured data, and misfiled documents take one click to unbind.

The folio review view — each document sits at its slot, unmatched files wait under 'Other Attachments', and a wrong match takes one click to unbind.
Make this tax season the organised one

Import the organizer and send your first request before the W-2s land. Use this template