Send one request, let clients upload everything securely, and get notified when it's ready to review.
The traditional email back-and-forth drains valuable billable hours.
Scattered email threads, compressed mobile photos, unencrypted attachments, password reminders, and manual follow-up logs.
One structured request link, secure OTP verification, direct file uploads, automated background scanning, and instant review.
Simple for your clients. Structured for your firm.
Choose a client, define required files or load a pre-built template, set an optional deadline, and send.
Clients open a branded portal via secure 6-digit email OTP. No passwords to remember or accounts to register.
Automated ClamAV scanning verifies file safety. Approve clean files individually or request corrections with notes.
The request auto-completes when all required items are approved. Download all clean documents in a single click.
Essential features designed to handle document collection safely.
Organize requirements with clear descriptions, file type constraints, and reusable templates for repeatable tax or audit engagements.
Scheduled reminder rules automatically nudge clients before deadlines, eliminating manual follow-up calls and emails.
Frictionless access with 6-digit email OTP codes. Client uploads stream directly to encrypted private cloud storage.
Approve files individually. When a document needs correction, send a note and track replacement files with full audit history.
Prepare engagement letters and consent documents with sign, date, and text fields directly alongside file collection.
Set up automated monthly, quarterly, or annual schedules to generate independent document collection packets on autopilot.
Set up your firm in minutes and give your clients a secure, frictionless document collection experience.