Blog
Guides and tips on collecting files - for weddings, classrooms, HR, creative work, and more.
New Accounting Client Onboarding Checklist (+ Document List)
Accounting and bookkeeping client onboarding checklist: KYC, engagement letter, delegated access, prior-accountant handover and a copyable intake document list.
Read moreDocument Request Email: 6 Samples You Can Copy
Six document request emails to copy: general, new client, returning client, reminder, missing document and final notice, each with a subject line and a deadline.
Read moreCollecting Tax Documents From Clients Without a Portal Login
Tax season is a document-chasing problem before it is a software problem. What a client portal solves, what it costs in client friction, and when a plain upload link with a checklist is the whole answer.
Read moreTaxDome Alternatives - 6 Options for Accountants (2026)
TaxDome runs $67-100/mo per seat on a yearly contract, with a steep setup curve. Six alternatives - Karbon, Canopy, Liscio, SmartVault, SuiteFiles, and 500files.com - compared on pricing, fit, and what each actually replaces.
Read moreKarbon Alternatives - 5 Practice Management Options
Karbon runs $59-89/mo per user billed annually, with email-centric workflow. Five alternatives - TaxDome, Canopy, Pixie, Financial Cents, and 500files.com - compared on price, fit, and what each replaces.
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