DocumentLaneAccounting
Client onboarding & engagement workflows
Collect tax documents, signed engagement letters, financial statements, and independence confirmations from every client — securely and on schedule.
Tax season document collectionAudit & assurance engagementsClient onboarding
Request early accessDOCUMENT CHECKLIST
- Signed Engagement LetterOnboarding
- Prior Year Tax ReturnsTax Prep
- Financial StatementsAudit
- Independence ConfirmationCompliance
- CPA License & Peer Review ReportCompliance
Branded upload portal — no client account needed
Automatic reminders until every document is in
Expiration tracking for licenses and certificates
AI-assisted review of uploaded documents