Clear requests
Tell clients exactly which files are required, which formats are accepted and when each request is due.
Collect client documents without the monthly chase
Create precise document requests, automate reminders, review every upload and keep files organised by client and accounting period.
What this software does
Client document collection software replaces unstructured email and message chasing with a clear request, due date, item checklist, secure upload portal, review status and reminder history. Accountants can see exactly what is missing and clients can see exactly what to provide.
Capabilities
Secure uploads and review
Clients upload through a protected portal while accountants preview, accept, reject or request replacements.
Automatic follow-up
Configurable reminders stop when required documents are submitted and accepted.
Frequently asked questions
How does automated document collection work?
The firm sends a structured request with required items and a due date. The client uploads securely, reminders follow the configured schedule, and reminders stop after completion.
Can an accountant reject an incorrect document?
Yes. The accountant can reject a file with a reason, and the client sees that reason before uploading a replacement.
Are document links public?
No. File viewing and download requests are authorised against the signed-in user, firm, client and request relationship.