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Sample checklist

Tax documents

Collect tax-prep supporting files without chasing attachments.

Files land in a dedicated inbox folder. We never keep copies.

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Illustration of a file submission checklist with completed items.

Tax documents

4 items

Pay stubs or income statements
Required
Expense and deduction receipts
Optional
Prior-year tax summaries (SSN redacted)
Required
Deduction records or statements
Required

See the full use-case guide

Signed documents
Chase signed PDFs without another round of email attachments.
Receipts & invoices
Collect expense receipts and invoices in one checklist.
Brand assets
Ask once for logos and brand files instead of digging through chat threads.

Get these files complete with one link

Create a free request from this checklist. Submitters need no account.

Start free with this template

Demos need no account. Free to start when you're ready.