Smart Document Collection Tracker
Tracks which documents are received vs
StandardProfessional ServicesSaves 3-5 hours/week
What This Automation Does
Tracks which documents are received vs. outstanding, sends automated reminders for missing items, and alerts CPA when file is complete and ready for preparation.
How It Works
1
Collection Started
Client moves to 'Document Collection' stage
2
Master Checklist
Customized by service type: W-2s, 1099s, mortgage, charitable, business expenses
3
Upload Portal
Secure document upload with category labels
4
Track Uploads
Tags as docs received: 'has-w2', 'has-1099', etc.
5
Wait 3 Days
Initial collection window
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$350
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
Schedule a Free Consultation
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
TCPA
All automated communications are consent-based with opt-out compliance.