Year-End Doc Request Builder
Every January you send 50 versions of the same email. This tool generates the exact doc checklist for each client type, a client-friendly email, a follow-up schedule, and a copy-ready checklist you can send by SMS too.
Client
Married filing jointly
Dependent children
College / 529 activity
HSA contributions
Traditional/Roth IRA
Stock / brokerage
Crypto trading
Bought a home this year
Sold a home this year
Owns rental property
Business vehicle
Home office
Charitable giving
Significant medical
Moved states this year
Foreign income / accounts
You'll get
- → Personalized doc checklist (by client type + situation)
- → Client-ready email (warm, specific, not a form letter)
- → Short SMS version for clients who live in their texts
- → Follow-up sequence (7-day, 14-day, 21-day)
- → Internal prep note for the engagement file