Use cases

Collect bank statements, card statements, receipts and payroll reports from the same clients every month without writing a single chasing email.

Send a tax return checklist in January, and know in February exactly which clients still owe you which forms. Built for tax preparers who chase documents.

Start the close with the right statements already in: a recurring request per client, checked uploads, and one board of who is holding things up.

Get prior returns, IDs, bank details and last year's books from a new client in one request instead of a two-week email thread.

For UK bookkeepers with sole trader and landlord clients in Making Tax Digital. Pingtail asks for each quarter's records, follows up and checks every file.