For tax accountancy firms

Collecting tax documents — without the annual paper chase

A digital checklist walks your clients through every income-tax document: salary statement, donation receipts, tradesman invoices — uploaded instead of chased by phone.

Create your checklist
See how it works

~3 Mails of reminder e-mails per client per year that can disappear

The same ritual every spring

Chasing the same documents

Salary statement, insurance certificates, donation receipts, tradesman invoices — the same list every year, and still your firm has to chase every client individually. The reminder e-mails do not write themselves.

Five channels, no complete file

Some arrives by e-mail, some by post, some as a photo, some is dropped off in person, the rest is "on its way". The clerk pieces the file together and never knows for sure whether everything is really there.

Late documents wreck the workflow

The return is nearly done — then the forgotten donation receipt arrives. File reopened, recalculated, rechecked. Incomplete first deliveries cost more time than the actual preparation.

Document collection with a system

  1. 1

    Set up the document checklist once

    You build the checklist along your firm's practice: employment income, insurance, donations, household services, work-related expenses, children. Every item with an upload field and a short note on what exactly is needed.

  2. 2

    Clients work through the list

    One item per screen: "Did you donate?" — if yes, photograph and upload the receipt; if no, move on. Conditional logic skips what is irrelevant, draft saving allows collecting across several evenings.

  3. 3

    The file arrives complete

    You receive one finished package per client: all documents categorised, all questions answered, nothing "still coming". Your team starts with complete records instead of a chasing list.

Built for filing season

File upload per item

Every document lands with its category — donation receipt under donations, not in a catch-all attachment.

Conditional logic

No children? No child questions. The list adapts to the client's situation.

Draft saving & resume

Documents are not gathered in one evening — clients continue over days without starting over.

E-mail notifications

Client done → firm notified. Processing starts the moment the package is complete.

Your own branding (Pro)

The checklist carries your firm's logo and colours — professional, not third-party.

Hosted in Germany

Tax documents stay GDPR-compliant on German servers — with an Art. 28 DPA.

Less than an hour of chasing per month

Free to test (3 forms, 100 responses/month). Pro for your whole client base: unlimited forms, your own branding — €12/month, €9/month billed yearly.

Free

3 forms, 250 responses/month

Pro

Unlimited, 10,000 responses/month, AI included

View all plans

Questions from document-collection practice

May clients upload tax documents via Questee — GDPR-compliantly?
Yes — and more securely than by e-mail: hosting exclusively in Germany, encrypted transfer, tenant-isolated storage, uploaded files automatically virus-scanned. Questee provides the Art. 28 GDPR DPA — important for you as a professional bound by statutory confidentiality.
How is this better than "client e-mails everything"?
Three things: completeness (the checklist actively asks for every category — the client does not forget the tradesman invoice because they are asked about it), structure (documents arrive categorised, not as a "Scan_final_2.pdf" catch-all mail) and security (no unencrypted attachment with salary data). The reminder loops almost completely disappear.
Which categories belong in the document checklist?
The proven core: salary statement(s), pension and liability insurance certificates, donation receipts, tradesman and household services, work-related expenses (equipment, training, travel), medical costs, childcare. Plus per client: capital income, rental, photovoltaics. With conditional logic everyone only sees their categories.
Do older clients cope with it?
Experience says: better than with e-mail attachments. One question per screen, large buttons, the phone camera opens straight from the upload — easier than scanning, saving, attaching. And for clients who insist on paper: the classic route still works alongside, while the rest of your client base relieves you anyway.
How do the documents get from Questee into my practice software?
You download the responses with files in one go and carry them into your usual workflow — say, your document management or as the basis for entry in DATEV. There is no automatic DATEV interface; the time saving happens at collection, not only at import.
Can I reuse the same checklist every year?
Yes — that is the point: the checklist is your recurring firm asset. Before the season you update year references and any changed allowance notes, then the same link goes out to clients. Each season the list improves with your experience.
What about clients who still do not deliver?
You see in the dashboard who has finished and who has not — your reminders become targeted instead of scattergun. And psychology helps: a started checklist with a progress bar gets finished far more often than a vague "send me your documents sometime".

This season the file arrives complete

Build the checklist, send the link to clients, receive documents structured. Start free, no contract.

Create your checklist now