IND-03-P01Friction
Documents trickling in
Clients send their forms over weeks, in several emails, and you rebuild the list for every client.
Industry sheet · IND-03 · Tax preparation documents
Every tax document collected before you start the return
Tax season always runs into the same wall: the one missing 1099, the W-2 photographed at an angle, the prior-year return that never arrived. dossaia checks every document the moment the client uploads it, and follows up on its own until the file is complete, so you start the return with everything in hand.
CPAs & tax preparersAvailable
The daily grind
What's costing you time today
IND-03-P02Friction
The forgotten form
A 1099-INT or a 1095-A that shows up after you've prepared the return means an amendment or extra work.
IND-03-P03Friction
Unreadable scans
Crooked photos and cropped pages that you can't use, discovered when you sit down to prepare.
Checklist
Tax preparation documents: the documents the AI checks
Provided by default, fully adjustable. For each document, the agent checks it's present, legible, from the right period and in the right name.
dossaia collects and checks documents. It does not prepare returns, compute tax or give tax advice: that work and its responsibility stay with the preparer.
IND-03 · File documents
07 documents- 01
Photo ID (taxpayer and spouse)
Valid, legible.
- 02
Prior-year federal tax return
Complete Form 1040, all pages and schedules.
- 03
W-2 forms for the tax year
One per employer.
- 04
1099 forms for the tax year
NEC, MISC, INT, DIV, B, R, G… every form received.
- 05
Form 1098 (mortgage interest)
For homeowners.
- 06
Form 1095-A (Marketplace coverage)
If coverage was bought through the Marketplace.
- 07
Estimated tax payment records
Dates and amounts of federal and state payments.
How it works
From request to a complete file
- 01
You open the client's file
One file per client and tax year; the checklist is ready.
- 02
The client uploads their forms
One link, from their phone or computer.
- 03
The AI reads each document
Right form, right tax year, right name, legible. Anything off gets a precise reminder.
- 04
You start a complete return
Renamed documents, checklist and summary in one ZIP export.
FAQ
Before you start
Does dossaia prepare the return?
No. It collects and checks the documents so you can prepare the return with everything in hand.
Can I use it for business clients?
Yes. The default checklist is built for individual returns; the Firm plan adds custom checklists (business returns, bookkeeping documents).
Do my clients need an account?
No. They receive a secure link and upload without signing up.
Register
Other industries
Process your first file for free
3 free files, no credit card. The AI checks, you approve.