End the tax-season document chase
For most small and mid-size firms, the hardest part of tax season isn't the returns. It's collecting the documents. CoyaDocs replaces the email chase with a single secure link your clients can actually respond to.
From email chaos to a clean checklist
You email a checklist of 12 documents and wait.
Clients open one link and see exactly what's outstanding, and what's already in.
Documents trickle in over weeks. One T4 is from the wrong year.
Each item has its own upload zone, with a note on exactly what to send.
You send reminder after reminder as April 30 gets closer.
CoyaDocs sends the reminders automatically until the list is complete.
You rebuild the same request list for every new client.
Save a standard T1 checklist once and reuse it every season in one click.
No per-seat fees that punish your firm for growing
A 3-person firm paying $75+/month for per-seat document tools can run CoyaDocs Professional for a flat $39 USD a month on an annual plan, with unlimited clients, requests and storage included.
Get your tax season back
Request early access and have the chase handled before the next April 30 rush.