Send clients a secure link. They upload their W-2s, 1099s, and receipts. You see everything organized, categorized, and flagged for missing items.
Generate one-time upload links for each client. No login required on their end — just click and upload.
Documents are automatically sorted into W-2, 1099-NEC, 1099-INT, 1098, and receipt categories.
PrepHive alerts you when expected documents are missing — like a 1098 for a homeowner client.
See all clients and their documents at a glance. Organized by type, instantly accessible.
Enter their name and email. Mark homeowners for 1098 tracking.
Copy their unique upload link and send it via email or text.
They drag and drop their documents — no account needed.
Documents appear in your dashboard, organized and flagged.
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