Clerk & File
Get the setup

Document Chase Setup

Stop chasing clients for documents.

We set up automatic document reminders in the software you already use, so you stop chasing clients by hand.

$499 one time, in your account
First 5 buyers $297 in exchange for an honest review
Get the setup

Done within 5 business days. Email only. No calls.

Document reminders Runs in your software
  1. 1
    First ask Documents we still need to start your return
    Day 1
  2. 4
    Gentle nudge A shorter note with the same list
    Day 4
  3. 8
    Still waiting Please send what you have by a date you choose
    Day 8
  4. 14
    Last reminder Automatic messages stop after this one
    Day 14
  5. Flagged for you Anyone still missing files is marked so you can follow up
    Then
If a client uploads after any message, the rest of the sequence stops.

The sequence

Four timed reminders, then a flag.

Later messages only send if files are still missing.

  1. 1

    First ask

    Sends the list of what’s missing, and why each item is needed.

  2. 4

    Gentle nudge

    A shorter note with the same list. Stops if they already uploaded.

  3. 8

    Still waiting

    Asks them to send what they have by a date you choose.

  4. 14

    Last reminder

    Automatic messages stop after this note goes out.

  5. Flag

    Still outstanding

    Anyone who has not sent files is flagged so you can follow up yourself.

The problem

Chasing documents is the part of tax season that eats afternoons.

“Spent 3 hours today going back and forth with a client over bank statements they swore they already sent.”

NATP, March 2026 · 93 tax professionals

The biggest filing-season issue was incomplete or missing client documentation. About three-quarters of respondents regularly encounter documentation gaps or insufficient information when preparing returns.

NATP, April 2026 · about 200 tax professionals

Many returns took longer to complete because documents arrived late, incomplete, or in pieces, not because the tax situation itself was unusually complex.

The tools already exist. Financial Cents, TaxDome, Canopy, Content Snare, Karbon, and similar software can send request lists and reminders. Getting that set up is the slow part. This offer is for small and solo US tax preparers who want the document chase running before January, without sitting through a setup call.

What’s included

What you get

The lists, the four emails, and the stop-and-flag rules, loaded into your software.

Request lists by client type

Lists for each client type you name, such as individual 1040, sole proprietor / Schedule C, or rental / Schedule E, using public IRS form names and a plain reason next to each item.

Day 1, 4, 8, and 14 emails

Reminder emails for day 1, day 4, day 8, and day 14, written in the tone you pick.

Loaded into your software

Those lists and reminders loaded into the software you already use, or will subscribe to.

Stops when they upload

A rule that stops the sequence when the client uploads, or when the request is marked complete, using whatever completion setting your software supports.

A flag after day 14

A flag for anyone who still has not sent files after day 14, so you can follow up yourself.

Guide and walkthrough

A written handover guide and a short recorded walkthrough of the setup in your account.

I never email your clients. I do not prepare returns. This is not tax advice. You still decide what each client should send. Email support is at yas@getclerkandfile.com. I reply within 1 to 2 business days. I do not get on a call, and I do not review your setup live.

Why $499

A narrower job, on purpose.

Typical setup services start at $750–$999. Those services cover more than document chasing. This setup covers less, and costs less.

Typical full software onboarding

$999

Starting from

Broader firm onboarding: workflows, training, and going live on your software.

Typical workflow implementer

$750

Starting from

Broader workflow implementation, customized and tested in your firm.

Clerk & File

$499

One time. First 5 buyers $297 for an honest review.

Document lists, a day 1 / 4 / 8 / 14 sequence, a stop-when-they-upload rule, and a flag for anyone still outstanding.

Typical setup services start at $750–$999. $499 is less than that, for the narrower job described above. The founding price of $297 is lower still. I cannot promise how quickly your clients will send files. What you are paying for is the setup in your software, not their response rate.

Get the setup

How it works

Five steps. No calls.

We work on templates and reminders, not on your clients’ tax files. The aim is to finish within 5 business days of a complete form and working access.

  1. 1

    Pay on Polar

    $499, or $297 if a founding spot is still open.

  2. 2

    Fill in a short form

    Which software you use, which client types you want set up, the documents you usually request (or a standard list you can edit), and the tone you want in the reminders.

  3. 3

    Invite a teammate

    A team-member invite is the usual method, so you can remove access when we are done.

  4. 4

    We load the setup

    I prepare the lists and the four emails. A teammate enters them. About 1–2 hours in your account.

  5. 5

    You get the handover

    A written guide and a short recording of what was built.

Software we can set this up in

Financial Cents TaxDome Canopy Content Snare Karbon

If you use something else, email yas@getclerkandfile.com before you pay and ask whether we can support it. If we cannot, you should not buy. You do not need new software if you already use one of the tools above. If you do not have any of them yet, you subscribe yourself. We do not resell software.

Scope

What is not included

Questions

FAQ

Is this tax advice?

No. The lists use public IRS form names and plain reasons. Your firm still decides what to request for each client.

Do you email my clients?

No. The reminders come from your software, under your name. I never contact your taxpayers.

Will you see my clients’ tax files?

We do not need them, and we ask you not to send them. We build templates and reminder rules. If your software shows client names in a sidebar, we ignore them.

Do I have to share my password?

No. Invite us as a team member when your software allows it, then remove access after handover.

Will you get on a call?

No. Everything is email only.

How long does it take?

Within 5 business days of a complete intake form and working access to your software.

What if my software cannot stop reminders when a file is uploaded?

We use the closest completion rule your software offers, and the handover says so clearly.

Do I need TaxDome?

No. TaxDome is one option. Financial Cents, Canopy, Content Snare, and Karbon work too.

When should I do this?

Before January, if you can, so the reminders are already running when filing season starts.

How do I get help if I am stuck?

Email yas@getclerkandfile.com. I reply within 1 to 2 business days. I do not review your setup on a call.

Guarantee

A full refund if we miss the handover, or if the setup doesn’t match this page.

If I miss the 5-business-day handover date, counted from a complete form and working access, email me for a full refund through Polar.

If the finished setup does not match what this page promises — lists for the client types you named, the day 1 / 4 / 8 / 14 reminders, a stop-on-complete rule using what your software supports, and a flag for anyone still outstanding after the last reminder — email me for a full refund.

You can also cancel for a full refund before we start entering anything in your account.

I cannot refund a software subscription you bought from someone else, and I cannot refund how your clients respond.

Get the setup

Automatic document reminders in the software you already use, so you stop chasing clients by hand.

$499 one time · First 5 buyers $297 in exchange for an honest review

Get the setup

Questions: yas@getclerkandfile.com. Email only. I reply within 1 to 2 business days. I do not offer a setup-review meeting or a call.