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Open the link. See the checklist. Send what’s needed. Try it with the sample buttons.

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Smith Accounting

Sample only

Hi John, here’s what we need.

Documents for your 2026 tax return

3 of 5 accepted

  • ID DocumentAccepted
  • IRP5Accepted
  • Medical Aid CertificateAccepted

That’s all your client has to do.

Nothing left to send. The last two items are waiting for the business to review—not accepted yet.

Get started free