Simplify Document Collection with Uncat Requests
Request W9s, 1099s, bank statements, and more directly from clients through the Uncat dashboard
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How to request documents: Streamlining your financial workflow
1. Access the Requests Tab
Log in to your Uncat account and navigate to the Requests tab in the Uncat Dashboard.
2. Create a Request
Specify the type of document you need (e.g., W9s, 1099s, bank statements) and any additional details or instructions for your client.
3. Send the Request
Submit the request to your client directly through Uncat, enabling them to upload the necessary documents conveniently.
"Manually tracking down documents is the highlight of my month," - said no one ever.
Discover how Uncat transforms document management for you and your clients:
Request Documents Directly
Uncat Requests allows accountants and bookkeepers to easily request essential documents such as W9s, 1099s, and bank statements directly from Uncat Dashboard. This streamlined process ensures that clients can quickly submit the key documents.
Centralized Document Management
With Uncat Requests, all client documents are stored in one centralized location within the Uncat Dashboard. Accountants and bookkeepers can easily track which documents have been submitted and follow up on outstanding requests.
Automate Your Document Collection
With Uncat’s new Recurring Document Requests feature, accountants and bookkeepers can set up automated, recurring requests for essential documents. This feature ensures that document collection is seamless and timely, reducing the need for constant manual follow-ups.
Effortlessly collect key documents with Uncat Requests
Multi-Document Support: Seamlessly request and manage a variety of documents such as W9s, 1099s, and bank statements, all within the Uncat Dashboard.
Enhanced for Client Collaboration: Perfect for accountants and bookkeepers with multiple clients, Uncat Requests streamlines the process of collecting essential documents, ensuring you stay organized and efficient.
Accuracy and Efficiency: Save time and reduce errors with Uncat’s intuitive platform, designed to make document collection straightforward and hassle-free.
