Comparison guide
Tax document collection
AskForFile helps tax preparers request IDs, W-2s, 1099s, prior returns, receipts, and statements through one secure client upload link.
Manual tax packet collection
- Clients send W-2s, 1099s, IDs, and receipts across separate replies.
- Staff lose time asking what is still missing.
- Large scans and phone photos bounce or get compressed.
- Seasonal clients may not remember portal credentials.
AskForFile tax requests
- Start from a tax document request checklist.
- Clients upload from phone or desktop without an account.
- Every file stays attached to the original request.
- Follow-up can reference the same request instead of a new thread.
Recommended starting template
- Tax document request
- Collect IDs, W-2s, 1099s, prior returns, receipts, and statements through one secure upload link. No client account required.