Get every tax slip before you start the return
Send each client a private link with this year's checklist: W-2s or T4s, 1099s or T5s, receipts and your organizer. Each upload is checked for the right tax year and the client's name, and problems are flagged while the client is still on the page.
Tax season documents
What your customer sees
W-2s, 1099s, T4s and T5s, receipts and last year's return, collected and checked before you open the file.
- Correct tax year on every slip
- Client's name on each form
- Every page included
Deleted when the return is filed
Tax season documents
Customer checklist
W-2 · 2025
Employer EIN readable · tax year 2025
- !
1099-INT
Tax year 2024. The 2025 form is needed.
Charitable receipts
6 receipts · total $1,840
Dependents changed?
Waiting for an answer
Why collecting is hard
Slips trickle in for weeks
Clients send a W-2 in January, a 1099 in March and forget the brokerage statement until you ask a third time. Tracking it all by email does not scale in tax season.
Wrong year, wrong person, missing pages
Last year's 1099, a spouse's T4 instead of the client's, or page 1 of a 6-page brokerage statement. You find out after you have started preparing.
Sensitive files in regular email
Clients attach slips with SINs and Social Security numbers to email threads, and copies end up kept far longer than anyone needs them.
What you can collect
Start from a ready-made checklist and adjust it. Each item can have its own rules, examples and forms.
- W-2 or T4
- Checked for the right tax year and the client's name. Multiple employers can be set as a count.
- 1099 forms or T5 slips
- Interest, dividends and contractor income in one item. Slips from the wrong year are flagged on upload.
- Brokerage statements
- Every page required, so consolidated 1099s and T5008 slips arrive complete.
- Prior-year return
- Requested for new clients only, as a single PDF with every page included.
- Deduction and credit receipts
- Charitable, medical, childcare and tuition receipts, collected as multiple files under one item.
- Tax organizer or engagement letter
- Attach your own PDF. Fillable PDFs are completed and signed online with a drawn signature.
- Life changes this year
- Yes/no and choice questions about moves, marriages, dependents and new rental properties.
- Direct deposit details
- Collected as questions or a voided check photo. You can exclude this item from AI checks.
The AI agent does the chasing
The AI collection agent emails every client their checklist, answers questions like whether a 1099-K is needed, and paces reminders to your filing deadline. Clients can reply to the email with slips attached and the agent files them under the right item. After submission it follows up on anything still missing and hands off to you for tax questions.
Frequently asked questions
- Does Tangentflow handle both US and Canadian slips?
- Yes. You build the checklist, so it can ask for W-2s and 1099s, T4s and T5s, or both for cross-border clients. The AI checks the tax year and name on each one.
- Can I send requests to all my clients at once?
- Yes. Upload a spreadsheet of up to 100 clients and schedule when the requests go out, for example the first week of February.
- Does Tangentflow give tax advice to my clients?
- No. The agent answers questions about what to upload and how. Tax questions are handed off to you.
- Where do the documents end up?
- Download a ZIP per client, send files to Google Drive, or post them to your own system with a webhook.
- How long are client files kept?
- Files are deleted automatically after the request is complete or the retention period ends: 7 days on Free and 60 days on Pro.