Stop chasing clients.
Start nudging.
Collect tax documents via text message. Send an SMS, clients tap and upload — no portal signups, no forgotten passwords. Average response time: 4 hours instead of 4 days.
Free for up to 10 clients. No credit card required.
Clients Overview
Manage document requests for the 2025 tax season.
Active Clients
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Complete
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In Progress
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Overdue
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Built for tax preparers who are tired of chasing documents
Everything you need to collect documents effortlessly.
We eliminated the portals, passwords, and complex apps your clients hate. Instead, we built a frictionless experience they'll actually use.
SMS Nudges
Reach clients where they actually look: their phones. Average response time drops from 4 days to 4 hours.
Passwordless Uploads
One tap from a text message opens a secure, branded upload portal. No apps to download, no passwords to forget.
Martinez Tax & Accounting
Welcome back, Sarah
Please provide the remaining documents to complete your return.
2 of 4 received
Documents verified
W-2 Form (Employer)
Uploaded 2 days ago
1099-INT (Bank Interest)
Required for Schedule B
1098 (Mortgage Interest)
Required for itemized deductions
Driver's License
Uploaded 3 days ago
Smart Reminders
Set up automated sequences that gently remind clients about missing documents before deadlines.
Bank-Grade Security
End-to-end encryption for all documents. Enterprise-grade infrastructure keeps your client data safe.
As simple as 1, 2, 3.
No complicated onboarding. Get up and running in minutes.
Add your clients.
Import your client list and specify which documents you need from each person. NudgeDocs creates a secure, unique upload link for every client instantly.
Send the nudge.
With one click, dispatch personalized SMS text messages containing their secure upload link. Clients receive the request right in their pocket.
Collect documents.
Clients snap photos or upload files directly from their phone browser. Your dashboard updates in real-time. No chasing required.
The old way vs. The NudgeDocs way
Email Chaos
- ✗"Did you get my email?"
- ✗"I forgot the password to the portal."
- ✗Searching through 5 different email threads for one W-2.
- ✗Clients sending unencrypted documents over email.
- ✗Spending 5 hours a week just following up.
NudgeDocs Calm
- Average response in 4 hours, not 4 days.
- Zero friction: No apps, no logins, no forgotten passwords.
- All documents organized automatically per client.
- End-to-end encryption for every file.
- Get your Fridays back during tax season.
The problem is real. Ask any preparer.
"Chasing clients for documents is the bane of my existence during tax season. I spend more time following up than actually preparing returns."
— r/taxpros
"I set up a client portal last year. Half my clients never logged in. The other half forgot their password and called me for help."
— r/accounting
Real quotes from tax professionals on Reddit. NudgeDocs was built to solve this exact problem.
Simple, transparent pricing.
Start free. Upgrade when you outgrow 10 clients.
Free
Perfect for trying NudgeDocs with your first clients.
Pro
For preparers with a full client roster.
That's less than the cost of one billable hour. Cancel anytime.
Ready to stop chasing and start nudging?
Free for up to 10 clients. Set up in under 5 minutes. Send your first nudge today.