Follow Up With

For accountants and tax preparers

Get every tax document in, without the tax-season chase

Tax season runs on documents you don't have yet. Follow Up With asks each client for exactly what their return needs, follows up until it's in, and checks each file, so your preparers spend their time preparing.

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No card needed. Plans from $5 a month.

A reminder the assistant might write

From You via Follow Up With

Subject Your 2026 tax return: 3 documents to go

Hi Eli,

Thanks for sending your W-2. To finish your return I still need:

  • 1099-DIV from your brokerage account
  • Form 1098 from your mortgage lender
  • Signed Form 8879 so we can e-file

You can upload them using the link below, and you can reply there if you have a question.

Thanks,
Pat

Reply, upload or mark done

Sound familiar?

Organizers that never come back

You send a checklist in January and hear nothing until April, when everything arrives at once.

Chasing eats the busiest weeks

Hours go on "did you get a chance to look for your 1099-B?" emails at the exact moment you have no hours to spare.

Incomplete or unreadable files

A phone photo of half a W-2, or last year's form instead of this year's, means another round trip.

How it works

How accountants use Follow Up With

  1. 1

    List what each return needs

    Create a job per client ("2026 tax return") with the documents you need, due dates, and notes for the assistant about anything specific.

  2. 2

    Reminders run themselves

    The assistant emails each client a single, friendly list of what's outstanding, then keeps following up, getting a little more direct as due dates approach.

  3. 3

    Documents arrive and get checked

    Clients upload from a private link. The assistant confirms each file is the right form and year, and flags anything missing before your team opens it.

What accountants ask their clients for

Add anything you're waiting on. The assistant asks for it, follows up, and tells you when it's in.

  • All W-2 forms for 2026
  • 1099-INT and 1099-DIV from each brokerage
  • Year-end mortgage interest statement (Form 1098)
  • Childcare provider receipts and tax ID
  • Estimated tax payment dates and amounts
  • Signed e-file authorization (Form 8879)

Everything you need to stop chasing

Automatic reminders

One email per client listing everything they owe, on weekdays in business hours, until it's done.

Answers questions

Clients can ask about any request, and the assistant answers from your notes, or passes it to you.

Checks files

PDFs and photos are checked against what you asked for before they reach you.

You approve

Every message waits for your OK, unless you turn on auto-send. Pause any job at any time.

Questions from accountants

Is it secure enough for tax documents?

Each client gets a private, unguessable link that only shows their own open requests. Files are stored privately and only your team can download them. You can replace a client's link at any time.

Can clients ask questions about what I need?

Yes. Clients can ask about any request, and the assistant answers from the notes you added. If it isn't sure, it passes the question to you instead of guessing.

Can my staff use it too?

Yes. The Team plan includes up to 5 people, so preparers and admins can share the client list and the follow-ups.

What does the client need to install?

Nothing. They use the link in your email to reply, upload or mark things done. No account and no password.

Let the assistant do the chasing

Try everything free for 14 days. No card needed.

Start your 14-day free trial