Document check | Thirteen Pandas

Document check

Looks at each uploaded receipt, statement or form and flags blurry images, wrong months, missing pages or the wrong document, so you do not find out at filing time. A person makes every decision.

Price
/ month
Includes 500 documents a month

Shown in CAD, taxes extra. If a month runs over, we tell you before billing anything extra. Extra usage is billed in simple blocks at the rate on your quote. One-time setup from .

What we need from you
  • What a good document looks like for each type
  • A place for uploads
  • Who reviews flagged items

How it works

  1. A client uploads a document.
  2. The agent checks it is readable, complete and the right type.
  3. Problems are sent back to the client and a summary comes to you.

Used in these bundles

Questions

Does it approve documents?

No. It flags problems and a person decides.

Is client data kept private?

Documents stay in your own setup and are not sold or shared.