For tax & accounting
Get client tax documentscomplete with one link.
Turn the files you need for each return into a checklist and share one secure link. Less email back-and-forth, fewer lost attachments, and you can see what's still missing at a glance.
Demos need no account. Free to start when you're ready.
Tax season shouldn't mean inbox chaos
The work isn't hard. Getting every document on time is.
- Clients email partial packets, wrong file types, or the same form three times.
- You spend hours sending polite follow-ups before and after the due date.
- Files end up scattered across email threads instead of one folder per client.
Sample tax checklist
Start from this list when you create a request, then customize items and accepted file types for each client.
Pay stubs or income statements
Required
Expense and deduction receipts
Optional
Prior-year tax summaries (SSN redacted)
Required
Deduction records or statements
Required
How Filecue helps at tax time
One organized request instead of another round of email threads.
One link, full checklist
Clients see exactly what's still missing and can upload from the browser. No account required.
Lands in a dedicated inbox folder
Files go to a request-only folder in your work cloud (Google Drive or OneDrive). Filecue coordinates the upload and does not keep copies.
Reminders on autopilot
Automated reminders before and after the due date mean fewer awkward follow-up emails from you.
Frequently asked questions
Common questions about collecting client tax documents.
Do clients need a Filecue account to upload tax documents?
No. Share the collect link, or have Filecue email it, and they upload from their browser with no signup.
Where do submitted tax files go?
Into a request-only folder in your connected Google Drive or personal OneDrive. Filecue does not store file copies on our servers.
Can I reuse the same checklist for every client?
Yes. Start from the built-in tax documents template, save your firm's standard list as your own template, and apply it when you create each new request.
Will Filecue remind clients who haven't finished?
Yes. With a due date set, Filecue can email reminders when items are still incomplete: on Free for the due date, and on Pro also 3 days before and after.
Can clients upload W-2s, SSN forms, or payment card documents?
No. Do not request or upload documents that contain Social Security numbers (including W-2 and 1099 forms), My Number (Individual Number), detailed medical records, passport or government ID data, or payment card information. Use pay stubs, expense receipts, and redacted summaries instead.
Still have a question? Contact us
Ready for a calmer tax season?
Create your first tax document request in about a minute and send one link.
Demos need no account. Free to start when you're ready.
Looking for another workflow? Client onboarding