Coming soon for accounting firms
Tax season documentswithout twelve separate emails.
Send clients one link and get every form back, complete, with missing pages caught on the spot.
The April crunch, flattened.
The same six items for Sam W., chased two ways. With one link, the checklist is done while April is still weeks away.
By email
4 of 6 in · 15 emails
- Mid January: Deduction receipts, email 1 of 12
- End of January: Deduction receipts, email 2 of 12
- Early February: Deduction receipts, email 3 of 12Early February: W-2 forms
- Mid February: Deduction receipts, email 4 of 12
- Late February: Deduction receipts, email 5 of 12
- End of February: Deduction receipts, email 6 of 12End of February: Prior year return
- Early March: Deduction receipts, email 7 of 12Early March: Deduction receipts, email 8 of 12
- Mid March: Deduction receipts, email 9 of 12
- Late March: Deduction receipts, email 10 of 12Late March: Bank statements
- End of March: Deduction receipts, email 11 of 12
- Early April: Deduction receipts, email 12 of 12
- Mid April: 1099 forms, still missingMid April: Signed engagement letter, still missing
One Collevo link
6 of 6 in
- Early January: Link sent to Sam W.
- Mid January: W-2 formsMid January: Prior year return
- Late January: Bank statements, page 2 missingLate January: Deduction receiptsLate January: Signed engagement letter, signed copy uploaded
- End of January: Bank statements, missing page added
- Early February: Reminder sent
- Mid February: 1099 forms
- Nothing left to chase
- Received
- Still missing
- Missing page caught
- Page added
- Reminder
By email
The client who sends receipts in twelve separate emails.
Missing 1099s in April.
Engagement letters that never come back signed.
With one link
Late January · Note to Sam
Page 2 of 3 is missing from this statement. Could you add it?
Early February · Reminder
Hi Sam, just your 1099s left and we can start your return. Same link as before.
6 of 6 in by mid February.
An example season. Your clients' timing will vary.
Sam's phone. Your folder.
A preview of one request from both sides. Sam sees a short checklist. You see files landing in your own Drive, named and in order.
Northgate Tax & Advisory
Tax season documents
- W-2 formsw_2.pdf
- 1099 formsStill needed1099.pdf
- Prior year returnprior_year_return.pdf
- Bank statements3 pages, all there
- Deduction receipts2 photos
- Signed engagement letterSigned copy, uploaded as a PDF
All done. Northgate Tax & Advisory has everything it asked for.
Press Upload to send Sam's last item.
Your Google Drive
/Northgate Tax & Advisory/Sam W./Tax season documents/
- w_2.pdfW-2 forms
- 1099.pdf1099 forms
- prior_year_return.pdfPrior year return
- bank_statements_1.jpgBank statements
- bank_statements_2.jpgBank statements
- bank_statements_3.jpgBank statements
- deduction_receipts_1.jpgDeduction receipts
- deduction_receipts_2.jpgDeduction receipts
- signed_engagement_letter.pdfSigned engagement letter
Reminder to Sam, waiting to go
Hi Sam, just your 1099s left and we can start your return. Same link as before.
Your questions, filled in.
Collevo for accountants · Questions
4 of 4 answered
When will Collevo be available for accountants?
We are building templates for accounting firms now. Join early access to hear first.
Will it catch missing pages?
Yes. Multi-page documents are checked so a missing page is caught before it reaches you.
Where would client documents be stored?
In your own Google Drive or Dropbox. Collevo does not keep the files.
Do clients need an account?
No. They tap a link and confirm a one-time code.
Built for other trades, and how it works.
- Contractors and remodelersEvery photo and permit before the first day on site.
- Marketing and web agenciesBrand assets and approvals without the 40-message thread.
- Insurance agentsRenewal documents in before the quote is due.
- Property managersApplications and move-in photos complete, the first time.
- How it worksSend one link, your client uploads, and every file is checked and filed.
- All featuresNo-login links, upload checks, reminders, and files in your own storage.
Every form, every page.
Coming soon for accounting firms. W-2s, 1099s, and statements, with missing pages caught.
- W-2 formsIn
- 1099 formsIn
- Prior year returnIn
- Bank statementsFix asked
Page 2 of 3 is missing from this statement. Could you add it?
- Deduction receiptsOwed
- Signed engagement letterOwed
Early access
Get early access to Collevo
Join the waitlist, or apply to be a design partner and use Collevo free in exchange for feedback.
Then a few quick questions
- What you do
- What you collect
- How much each month
Want to be a design partner? You can apply on the next step.
Sorted. W-2s, 1099s, statements, and receipts.Before the deadline, not after.