Solutions
Document collection for CPAs and accounting firms
Accounting firms lose more billable hours to document chasing than almost any other operational task - especially between January and April when every client sends a different fraction of their organizer.
Infile gives firms a repeatable tax-season system: organizer templates, bulk secure links, automated reminders, and a dashboard showing exactly who is complete.
Purpose-built for firms that want document collection solved without adopting a full practice management operating system.
Common challenges
- Clients send documents across email, text, and portal uploads with no single checklist
- Partners write the same follow-up email dozens of times per week in March
- Staff cannot see firm-wide completion without maintaining a spreadsheet
- New clients drop off when asked to create yet another portal account
How Infile helps cpas, enrolled agents, and tax practices
Tax organizer templates
Build once with conditional logic for individuals, S-Corps, and partnerships. Duplicate every January.
Bulk secure client links
Send organizers to your entire roster. Clients upload without passwords or app installs.
Automated reminder schedules
Escalating reminders until complete - then they stop. Partners exit the nag-email business.
Real-time completion dashboard
Filter stalled high-value returns and assign reviewers before deadlines hit.
Tax season playbook
December: finalize organizer template. First week of January: bulk-send. Weekly: review dashboard and adjust reminders. March: focus preparer time only on exceptions.
- W-2s, 1099s, and investment statements
- Mortgage interest and SALT documentation
- Business income schedules for Schedule C clients
- K-1 tracking for pass-through entities
- Extension-specific follow-up templates for October
Pricing that scales with clients, not seats
Flat plans from $29/mo with unlimited clients. Add document collection without per-user TaxDome or Liscio licensing for the whole firm.
Fits your existing stack
Keep your tax prep software, billing tool, and CRM. Infile handles collection - export packages into the systems you already trust.
Frequently asked questions
Answers to common questions about this topic.