Stop chasing documents and opening every file just to identify it.
Give clients a structured document-request flow, track what is missing, classify uploaded files, and notify the team when the case is ready for the next step.
Case workspace
Completion
Document collection is still a manual status-management job.
The firm asks for files, the client uploads something, an employee opens it to determine what it is, updates a checklist, notices something else is missing, and starts another follow-up cycle.
Build the workflow around the work.
Focused tooling for the repetitive operational layer around professional tax work.
Digital request lists
Create clear document requirements by case or workflow.
Client upload flow
Give taxpayers a simple, secure place to submit requested documents.
Automatic classification
Classify common tax and financial documents so staff can work from organized categories.
Missing-document tracking
Keep outstanding items visible without rebuilding a checklist by hand.
Readiness notifications
Notify the responsible employee when required documents have been collected.
Case organization
Associate documents with the right client, tax year, request, and workflow stage.
How the document collection workflow works: request, collect, classify, notify.
The exact implementation can match the way your firm operates today.
The document folder should tell the team what is happening.
Instead of manually auditing every upload, the system should make collection status obvious and move the case forward when the evidence is there.
Reduce the operational weight around the tax professional.
26T1 is designed around a simple principle: software should handle the repeatable movement of data, documents, status, and tasks so people can spend more time on the judgment and client work that actually require a tax professional.
Standalone tool today. Connected workflow when you need it.
Document Collection can connect to the Client Portal, CRM, practice-management software, or document storage your firm already uses. The goal is orchestration, not another isolated folder.
Connect the next piece when your team is ready.
26T1 tools are useful individually and more powerful when the workflows connect.
Common questions from tax professionals.
How do I collect tax documents from clients without chasing them over email?
26T1 Document Collection gives clients a structured document-request flow instead of scattered email threads. The firm creates clear document requirements by case or workflow, then gives taxpayers a simple, secure place to submit the requested documents. Uploads arrive in one case-specific flow rather than through portals, email, text, and shared drives, and outstanding items stay visible without rebuilding a checklist by hand.
What does automatic document classification do in a tax firm workflow?
Automatic classification in 26T1 Document Collection identifies common tax and financial documents as they arrive, so staff can work from organized categories instead of opening every upload. Without it, employees open every upload to decide whether it is a W-2, 1099, notice, bank statement, or something else. 26T1 also associates each document with the right client, tax year, request, and workflow stage.
How do I track which client documents are still missing on a case?
26T1 Document Collection keeps outstanding items visible without rebuilding a checklist by hand. Today staff cannot quickly tell what was requested, received, reviewed, or still missing, so someone updates a checklist manually and starts another follow-up cycle. 26T1 tracks missing documents as part of the case workflow and notifies the responsible employee when the required documents have been collected.
Is 26T1 Document Collection available now?
26T1 Document Collection and Classification is not generally available yet. 26T1 lists it as coming next and invites firms to join early access. 26T1 says it is designing the tool around real tax-firm servicing workflows and asks teams to describe how they handle document collection today. The related 26T1 Client Portal for Tax Firms is listed as available now.
Does a document collection tool work with my existing client portal or CRM?
26T1 Document Collection works as a standalone tool and can connect to the Client Portal, CRM, practice-management software, or document storage a firm already uses. 26T1 describes the goal as orchestration, not another isolated folder. Within the case, documents are associated with the right client, tax year, request, and workflow stage, and the responsible employee is notified when the required documents have been collected.
Who is 26T1 Document Collection built for?
26T1 Document Collection and Classification is built for tax firms, EAs, CPAs, and tax teams. 26T1 designs it around the repetitive operational layer of professional tax work: software should handle the repeatable movement of data, documents, status, and tasks so people can spend more time on the judgment and client work that actually require a tax professional.
26T1 Document Collection is coming next. Help shape it in early access.
We are designing this tool around real tax-firm servicing workflows. Tell us how your team handles it today and join early access.