Tax season · Automation
A tax organizer that follows up on itself
Every January the same ritual: send the organizer, wait, resend, phone. DocLoop replaces the static PDF organizer with a tracked digital checklist plus automated email reminders that fire three days before due dates and repeat until everything arrives.
Clients open one personal link, see exactly which documents and answers are outstanding, and upload source documents from their phone. No portal password to forget.
Built for recurrence
Tax work returns annually by definition. Create the engagement once as annual and reopen the same checklist each year — last year's structure carries forward instead of starting from a blank email.
One dashboard for the whole season
See every return by health: overdue, awaiting documents, untracked, complete. Filter by client or status and work the worst first instead of answering “did they send it yet?” from memory.
Chasing that stays polite
Reminders reference the specific outstanding items and include the client's personal upload link. Cadence is automatic — three days ahead, then every three days — with a single alert to you when anything slips past due.
Frequently asked questions
- Is this a fillable tax organizer form?
- DocLoop tracks document requests rather than replicating interview-style forms. Most firms pair it with their existing organizer: the questionnaire goes out once, while DocLoop guarantees the supporting documents actually arrive.
- Can I use it for business returns too?
- Yes — engagements are arbitrary (1040s, 1120s, 1065s, trust returns) and each carries its own checklist drawn from your document library.
- What does it cost during tax season?
- Nothing to try: free covers 3 active clients. Solo ($9/mo, cancel anytime) unlocks unlimited clients when season hits.
Keep reading
See the difference yourself
Free plan holds three active clients with every feature — checklists, the no-login portal, automated chasers, CSV exports.