Document collection, built for tax season
Stop chasing documents by email.
Track every request in one place.
ScholarTax gives clients a clear checklist of what's needed and gives preparers a review queue with built-in follow-ups — a shared, saved workflow instead of scattered threads.
For clients
See exactly what's requested, upload it once, and know it was received.
For preparers
Request documents from a client, review submissions, and follow up — all tracked against the client's record.
How it works
One loop, visible to both sides.
Preparer sends a checklist
Create a document request in seconds — pick a common item like a W-2 or 1099, or write your own.
Client uploads on their time
Clients see every open request in one workspace and upload straight from their phone or desktop.
Preparer reviews & responds
Approve it, or send a follow-up asking for a clearer copy — it shows up the next time the client signs in.
Nothing gets lost
Every request, file, and follow-up is saved to the record. No more digging through email threads.
Built around access boundaries
Every record stays visible only to the people it belongs to.
- ✓ Clients only ever see their own requests and files.
- ✓ Preparers only see the clients assigned to them.
- ✓ Every upload and follow-up is timestamped and saved.
- ✓ No payments, e-signatures, or data leaves this workflow.
Ready to replace the email thread?
Create an account as a client or a preparer — both take less than a minute.