Every personal and corporate return needs the same stack: T-slips or 1099s, the prior-year return, twelve months of bank and credit-card statements, receipts, payroll summaries. In tax season you're requesting it from hundreds of clients at once, then tracking who's sent what in a spreadsheet. Sealio sends one templated checklist per engagement type with two clicks per client, files each statement to its month automatically, and shows a missing September at a glance. Next year the same request is a re-send, not a rebuild.
Statements file themselves by month, so a missing September is obvious at a glance. The same checklist goes out to 200 clients at tax time with two clicks each; next year it's a re-send.
The February scramble turns into a dashboard — staff stop hand-writing “still-need” emails.
Rohan & Priya Desai — checklist
Open the demo, apply the closest template, and send yourself the client link to see both sides.