Request lists, a four-step reminder sequence and a tracker that shows who still owes you what. Plus engagement-letter clauses that let you stop chasing and start charging.
Founding price $29 for the waitlist. No payment now.
| A | B | C | |
|---|---|---|---|
| 1 | Client | Missing | Days |
| 2 | Client A, S-corp | Dec bank statement, payroll summary | 19 |
| 3 | Client B, contractor | Receipts for 14 transactions | 12 |
| 4 | Client C, rental | Form 1098, insurance invoice | 8 |
| 5 | Client D, sole prop | Mileage log | 3 |
| 6 | Past 14-day deadline | 2 clients |
Paraphrased from preparers on r/tax and r/Accounting.
Sole prop, S-corp, rental and contractor.
Friendly, firm, deadline and final notice.
One sheet, sorted by days waiting.
Late-document fee, messy-records surcharge and extension cutoff. Have your own counsel review them.
A client handout on how to send records and what unsorted piles cost.
Pick the list for the client type and send it with your engagement letter.
One row per client. The tracker counts the days for you.
The sequence tells you which email is due. After the deadline, the fee clause applies.
No payment now. One email when it ships.
Their portals automate reminders. The scripts and fee clauses here still apply; you can skip the tracker.
No. They are starting language. Have them reviewed for your state and your practice.
The waitlist decides. If enough preparers join, the kit gets built and you pay the founding price. If not, you get an email saying so.