Every personal and corporate return needs the same stack: T-slips or 1099s, the prior-year return, twelve months of bank and credit-card statements, receipts, payroll summaries. In tax season you're requesting it from hundreds of clients at once, then tracking who's sent what in a spreadsheet. Sealio sends one templated checklist per engagement type with two clicks per client, files each statement to its month automatically, and shows a missing September at a glance. Next year the same request is a re-send, not a rebuild.
Statements file themselves by month, so a missing September is obvious at a glance. The same checklist goes out to 200 clients at tax time with two clicks each; next year it's a re-send.
One link lists every document accounting & tax clients need — including T-slips / 1099s and prior-year return.
No account, no login — they just drop files against the checklist you sent.
Every upload is matched to the right slot — T-slips / 1099s and prior-year return included — and re-filed if it lands wrong.
One click lists exactly what's still outstanding, never a blanket nag to everyone.
Every decision — accepted, re-filed, reminded — lands in a timestamped, exportable log.
The February scramble turns into a dashboard — staff stop hand-writing “still-need” emails.
Try it free, apply the closest template, and send yourself the client link to see both sides.
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