Document Collection for Tax Preparers Without the Back-and-Forth
Send one secure link per client. They upload their W-2s, 1099s, and receipts — no account, no password. You always know exactly whose return is still waiting on documents.
Start Free — No Credit Card RequiredFree for up to 3 clients. Upgrade anytime.
Does this sound familiar?
- Every January, the same scramble: W-2s, 1099s, and receipts arriving in dribs and drabs
- Clients swearing they "already sent it" while the filing deadline creeps closer
- Half-filled organizers and intake forms gathering dust
- Phone photos of tax forms — sideways, blurry, wrong year
- Evenings lost to follow-up emails during the busiest weeks of the year
How it works
Send your link
Create a private upload link for each client in seconds, and list exactly what you need: W-2, 1099-NEC, prior-year return, receipts.
Client uploads
They open the link on any device and drop in their documents. No account, no password, no app to install — even your least tech-savvy client manages it.
Track what's missing
Your dashboard shows every client and exactly which documents are still outstanding, so you know who to nudge and whose return is ready to file.
Why it works for you
See at a glance which returns are blocked waiting on documents
No portal software for clients to learn — just a link in an email or text
Every file lands sorted by client, matched to the request it fulfills
Links stay active 90 days and renew anytime — covers filing season plus extensions
Questions, answered.
Can I ask for specific forms like W-2s and 1099s?
Yes. List exactly which documents each client needs to send, and the dashboard tracks every item until it arrives.
What if a client uploads the wrong year's return?
You see each file the moment it arrives, matched to the request — so mistakes surface early, not at review time.
My older clients struggle with technology. Will this work for them?
They just open a link and upload. No account, no password, nothing to install. If they can open an email, they can use Kredofy.
Is it secure enough for Social Security numbers and tax IDs?
Every file is stored securely and organized by client, with access limited to you alone.
What does the free plan include?
Up to 3 clients, unlimited document requests, and secure storage — no credit card required. Upgrade to Solo ($12/mo, up to 25 clients) or Pro ($29/mo, unlimited clients) when you need more.
Next tax season, skip the chase.
Set up your first client link in under two minutes — free.
Start Free — No Credit Card Required