Smart Document Collection Tracker
Tracks which documents are received vs
What This Automation Does
How It Works
Collection Started
Client moves to 'Document Collection' stage
Master Checklist
Customized by service type: W-2s, 1099s, mortgage, charitable, business expenses
Upload Portal
Secure document upload with category labels
Track Uploads
Tags as docs received: 'has-w2', 'has-1099', etc.
Wait 3 Days
Initial collection window
This automation is included with your Intellivizz AI subscription.
Compliance & Security
All automated communications are consent-based with opt-out compliance.
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