Stop chasing clients for tax documents.
Get them in days, not weeks.
Send branded checklists for W-2s, 1099s, receipts, and every other document you need. Automated reminders do the follow-up so you can focus on the work.
14-day free trial · No credit card required
BopDocsSound familiar?
“"I've emailed this client four times for the same W-2.
Tax season is in three weeks."”
follow-up emails per client before documents arrive
average time to collect a complete tax package
of CPA time spent on admin instead of advisory work
Ready-to-use templates
Start collecting in minutes
Pre-built checklists designed for accountants & cpas. Customize fields, add your branding, and send.
Individual Tax Return (1040)
- W-2 from employer
- All 1099 forms
- Mortgage interest statement (1098)
- Property tax records
- Charitable donation receipts
- Prior year tax return
- Government-issued ID
- Bank account info for direct deposit
Business Tax Return
- Profit & loss statement
- Balance sheet
- All 1099-NEC forms issued
- Payroll reports
- Asset purchase records
- Loan statements
- Vehicle mileage log
- Home office measurements
New Client Onboarding
- Signed engagement letter
- Government-issued ID
- Prior year tax returns (3 years)
- EIN confirmation letter
- Power of attorney (Form 2848)
- Bank statements (last 3 months)
How it works
Three steps. That’s it.
Pick a template
Choose an industry template or build a custom checklist for your accountants workflow.
Send a magic link
Enter your client's email. They get a branded portal — no password, no app, no friction.
Track & approve
Watch uploads come in. Approve files, leave comments, or request re-uploads from your dashboard.
Trusted by accountants & cpas
“BopDocs cut our document collection time in half during tax season. I used to send five emails per client — now I send zero.”
“My clients actually thank me for the portal. They love that it's simple, organized, and they can see exactly what's left to submit.”
Everything you need
Built for how you work
Tax-ready templates
Pre-built checklists for 1040s, business returns, payroll onboarding, and more.
Automated reminders
Clients get nudged every few days until every document is uploaded.
Review & approve
Approve each file, reject with comments, and request re-uploads — one click.
Track everything
See every client's progress at a glance. Know exactly what's still missing.
Your firm's brand
Your logo, your colors. Clients see your brand, not ours.
Bank-level security
AES-256 encryption, SOC 2 compliant infrastructure. Client data is safe.
Ready to stop chasing documents?
Join accountants & cpas who’ve automated document collection and reclaimed their time.