Use cases
Built for the work you do every month.
See how accountants, law firms, immigration practices, lenders and other teams use GarnerDocs to collect documents from their clients.
By industry
Start with who you are.
Each page shows the documents firms like yours usually ask for, and how GarnerDocs collects them.
Accounting and tax
Year-end, monthly and tax-season collection.
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Accountants
Year-end accounts, tax returns, new client onboarding: send each client one checklist through a private link, and let reminders chase whatever is still missing.
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Bookkeepers
Bank statements, receipts and invoices from every client, every month. GarnerDocs sends each client their list on schedule and reminds them about whatever is still missing.
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Tax preparers and advisors
Individual returns, business returns and one-off advice work: send each client one checklist and a private link, and let reminders chase their forms up to your own deadline.
Legal and immigration
Matters, cases and petitions.
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Law firms
New matters, estates, disputes: send your client one checklist for the matter through a private link, and let reminders chase whatever is still missing.
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Immigration lawyers
Family, employment and humanitarian cases: send one checklist per case through a private link your client and their family can open from any country, and let reminders chase what's missing.
Lending, advice and insurance
Loan files, onboarding and claims.
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Loan officers and mortgage brokers
Purchases, refinances, self-employed borrowers: send each borrower one needs list through a private link, add conditions as they come in, and let reminders chase what's missing.
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Financial advisors
New-client onboarding packs and yearly reviews: send each client one list through a private link, schedule the annual request, and let reminders chase the statements they forget.
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Insurance agents and brokers
New-business quotes, yearly renewals and claims: send each client one list through a private link, schedule renewal requests, and let reminders chase what they forget.
HR, property and agencies
New hires, applicants and client files.
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HR teams and recruiters
New hires, candidates and contractors: send each person one list through a private link, set the due date before their start date, and let reminders chase what's missing.
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Property managers
Applicants and renewing tenants: send each person one list through a private link, set a due date that fits the unit, and let reminders chase what's missing.
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Agencies and freelancers
Agencies and freelancers: send each client one list of the files a project needs, through a private link, and let reminders chase the logo files, copy and photos that are still missing.
By job
Or start with what you're collecting.
A checklist, a reminder schedule and a review step for each kind of request. Every list can be edited for each client.
Accounting and tax
From monthly records to year-end.
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Monthly bookkeeping
Bank statements, receipts and invoices from every bookkeeping client, every month. GarnerDocs sends each client this month's list on the 1st and chases what's missing, so you can get on with the books.
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Year-end accounts
Bank statements, invoices, loan and payroll records from every client after their year end. Send each one the list for their type of business, and let reminders chase the rest.
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Self Assessment returns
P60s, interest statements, dividend vouchers and rental records from every individual client. Send one checklist in the autumn and let reminders chase it in, well before the January rush.
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Tax season
W-2s, 1099s, 1098s and K-1s from every individual client. Send one checklist before the forms arrive, and let reminders chase each one in, well before the 15 April deadline.
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Client onboarding and AML ID
Photo ID, proof of address, prior-year accounts and company details from every new client. Send one checklist through a private link before work starts, and let reminders chase the rest.
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Quarterly VAT returns
Sales and purchase invoices and the quarter's bank statements from every VAT client. A quarterly workflow sends each client their list after the quarter ends, and reminders chase what's missing.
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Payroll changes
Timesheets, overtime, expenses and starter and leaver details from every payroll client, before each pay run. A monthly request lists what you need, and reminders chase it.
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Recurring collection with Workflows
Monthly, quarterly or annual requests for every client, from your templates. A workflow creates each one at 08:00 on the day you choose, then sends it or saves a draft for you to check.
Legal and immigration
Intake, estates, disputes and petitions.
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New client and matter intake
Photo ID, proof of address and the documents a new matter is about. Send your client one checklist for the matter through a private link, and let reminders chase the rest.
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Estate and probate administration
The death certificate, the will, account statements, and property and debt papers. Send the executor one private link, and let the family upload a few documents at a time.
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Documents for disputes and litigation
For attorneys starting on a dispute: send your client one checklist for the contracts, correspondence, photos and records it turns on. They upload through a private link, and reminders chase the rest.
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Visa and green card petition documents
Passports, certificates, translations and evidence for each case. Send the petitioner and the beneficiary their own checklist through a private link, and let reminders chase the rest.
Lending, advice and insurance
Applications, ID, reviews and claims.
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Mortgage and loan application documents
Paystubs, W-2s, bank statements and tax returns for each loan file. Send the needs list the day the application comes in, add conditions as underwriting asks, and let reminders chase the rest.
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ID and KYC documents
For law firms, lenders, financial advisors, insurance brokers and accounting firms that need ID before work starts: send each client one checklist, ask for a clearer copy when an ID is blurred or cropped, and let reminders chase the rest.
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Annual client reviews
For financial advisors: a yearly workflow sends each client their review list weeks before the meeting, and reminders chase what's missing.
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Insurance claim documents
For insurance agents and brokers: send each policyholder one list when they report a claim, and let reminders chase what's missing.
HR and property
New hires and applicants.
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New hire paperwork
For HR teams and office managers: send each new hire one checklist when the offer is accepted, set the due date before their start date, and let reminders chase what's missing.
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Tenant applications
For property managers and landlords: send each applicant one checklist when they apply, let reminders chase what's missing, and see whose application is complete.
Spend less time chasing. More time doing the work that matters.
Make document collection the easiest part of working with your clients.
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