Practical playbooks, copy/paste templates, and security guidance for client document collection.
Featured
2026-02-14
Tax season shouldn't mean chasing W-2s through endless email threads. Here's how professional accountants handle document collection.
8 min read · FileChute Editorial Team · Workflow Operations
Read featured guideEmail works for conversations, not structured file intake. Compare the two workflows and see why one link plus checklist beats endless follow-ups.
FileChute Editorial Team · Workflow Operations
Read moreEmail wasn't built for collecting files. Here's a better workflow that reduces manual chasing and keeps client documents secure.
FileChute Editorial Team · Security & Platform
Read moreUse these ready-to-send email scripts to request client files clearly, set deadlines, and reduce follow-up chaos.
FileChute Editorial Team · Workflow Operations
Read moreA practical checklist you can reuse for pre-approval and underwriting document collection.
FileChute Editorial Team · Lending Workflow
Read moreA practical security checklist for collecting tax, legal, mortgage, and insurance documents from clients.
FileChute Editorial Team · Security & Platform
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