ReturnReady: Tax Documents

ReturnReady is for the solo tax preparer who spends February chasing W-2s by email and text. Each client gets a checklist and a link. The Slot Board shows all your clients and their tax documents in one grid, so you can see what is missing, what has arrived and which clients still need a reminder.

WHAT IT DOES

The Slot Board
Grey means expected. Amber means you have asked twice. Green means it arrived, and a tick means you reviewed it. A slash means it does not apply to this client. Tap a slot to update its status or check when a document was requested. On Pro, open uploaded files. Filter to clients missing anything, finished clients or those who have not started.

A checklist link for each client
Send a link by text, email or QR code. Your client opens it in a browser with nothing to install and no account, in English or Spanish. They see which tax documents you need, with an explanation of each one and where to find it. They can also mark documents that do not apply.

Checklist templates
Start from a built-in list for an individual, a joint return, Schedule C self-employment or rental property, with 26 common documents to choose from. Make your own templates, add your own documents, and mark each one as needed or only if it applies.

Reminders
On Solo and Pro, emails go to clients you have marked as agreeing to them, on your schedule, listing only what is missing. Every email has a link to stop them. The app also reminds you when a client has had something missing for a set number of days.

Client uploads on Pro
Clients upload each document straight into its slot, as a PDF or photo up to 15 MB. Each file is encrypted in the client's browser with your practice's own key before it leaves their phone, so our servers hold files they cannot open. You keep a recovery code. Lose both your phone and that code, and stored documents cannot be opened, by you or by us.

Documents delete themselves
Stored documents are deleted automatically after a window you set once a client is marked complete, and always within 180 days of arriving. A deletion log shows what went and why. An erase everything button clears all stored documents at once. Download one client's files as a zip when you need them.

The end of the season
See complete, in progress and not started at a glance, with a count of documents still outstanding. Export every checklist as CSV. Close the season to archive the checklists, delete stored documents and reset client checklists for the next season.

ReturnReady tracks client documents separately from your tax preparation software. A second seat on Pro is there for an assistant. Add an email to your account to open the practice on another phone. Client names, contact details and checklists are stored on our servers so every seat sees the same board.

WHAT IT DOES NOT DO

ReturnReady does not prepare, file or store tax returns, and it does not read your documents. It is not tax or legal advice, and it does not replace the written security plan a preparer must keep. Never type a Social Security number into the app. ReturnReady is independent and is not connected to any tax agency.

OFFICIAL SOURCE

The document names and short notes in ReturnReady are plain summaries to help clients find their paperwork. ReturnReady is not affiliated with the IRS. The IRS publishes the official forms and instructions at https://www.irs.gov/forms-instructions

WHO IT IS FOR

Solo tax preparers and small tax offices.

Contact: support@clearstackapps.com