Stress-Free Tax Season Starts Here
End the annual scramble for W-2s, 1099s, and receipts. Doc Cheetah automates document collection so you can focus on tax strategy and client service.
Tax Season Doesn't Have to Be Chaos
Last-Minute Document Rush
Clients show up days before the deadline with shoeboxes of receipts and missing W-2s, forcing you to work nights and weekends.
Constant Follow-ups
Send endless emails and make dozens of calls requesting missing documents. Clients forget what they've already sent.
Extension Requests
File too many extensions because clients don't provide documents on time, reducing your efficiency and client satisfaction.
Start Tax Season Right
Get organized early and keep clients on track with automated document collection.
Pre-Season Setup
In December, create personalized tax document checklists for each client based on their previous year's return and any life changes.
January Kickoff
Automatically send clients their tax organizer with specific instructions and deadlines. They can upload documents as they receive them throughout January and February.
Smart Reminders
Automated reminders keep clients on track without you lifting a finger. Track progress in real-time and see exactly what's missing.
Ready to Prepare
All documents arrive organized and ready for data entry. Spend March focused on tax preparation and planning, not document collection.
Tax Season Results
Every Tax Document, Organized Automatically
Income Documents
- W-2s from all employers
- 1099s (INT, DIV, MISC, NEC, R, etc.)
- Schedule K-1s from partnerships/S-Corps
- Unemployment compensation statements
Deductions & Expenses
- Medical and dental expenses
- Charitable contribution receipts
- Business expenses and receipts
- Home office and vehicle usage logs
Investment & Retirement
- 1099-B brokerage statements
- IRA and 401(k) contribution statements
- Social Security benefits statements
- HSA and 529 plan statements
Real Estate & Rentals
- Mortgage interest statements (1098)
- Property tax statements
- Rental income and expense records
- Real estate closing statements
Education & Family
- 1098-E student loan interest statements
- 1098-T tuition statements
- Dependent care provider statements
- Adoption and healthcare expenses
Prior Year & Miscellaneous
- Prior year tax returns
- Estimated tax payment records
- State and local tax documents
- Foreign account disclosures (FBAR)
"This was my first stress-free tax season in 15 years. Doc Cheetah got my clients organized early, and I had 90% of documents by February 15th. I actually took a vacation in March!"
David Kim, CPA
Kim Tax & Advisory Services
Ready for Your Best Tax Season Ever?
Join tax professionals who've eliminated the document collection chaos.
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