PaperChase.HELP
Your clients send their W-2s, 1099s, and prior return once. We chase what's missing and hand you a complete, return-ready file.
A tax-prep checklist out of the box — every item bound to its source document, chased until it's complete.
Add your own items to any client's checklist at any time — the checklist is yours to shape.
They send their tax documents on whatever channel suits them — web, email, or chat — into one organized place.
Gentle nudges on the client's own channel for the missing W-2 or 1099 — until the checklist is complete, without your team sending the reminders.
Each form is read into the structured fields your filings need — every figure bound back to its document for you to verify, never asserted as correct on its own.
When the checklist is complete, the case is ready — a clean, secured file to prepare from. The return, and the judgment, stay yours.
Start free — your first cases are on us. No card required.