Stop chasing clients for documents
Send a link. Get automated reminders. Download everything in one click. Built for accountants who value their time.
Start for free • No credit card required • From $18/month
Bank-level security
AWS S3 encryption
5-minute setup
Start collecting today
No commitment
Cancel anytime
Priority support
Real humans, fast replies
The Problem
Tax season doesn't have to be this painful
Endless email threads
Chasing the same clients again and again. Spending hours just getting started.
Documents everywhere
Email attachments, texts, file-sharing links. Nothing is organized or in one place.
Wasted time
You're spending more time managing files than doing actual accounting work.
How It Works
Three steps to stress-free document collection
Get organized in minutes, not hours
Create a request
Pick from pre-built templates or create custom document requests. Takes less than 30 seconds.
Send the magic link
Your client gets a simple link. No login required. They upload documents directly to your secure workspace.
Download everything
All documents organized and ready. Download individual files or everything as a ZIP. With automated reminders so you never have to follow up.
Everything you need
Purpose-built for modern accounting teams
Automated reminders
Automated, customizable reminders. Set it and forget it.
Magic links
Magic links with no client login required. Send a secure link, clients upload directly.
One-click download
One-click ZIP downloads for individual files or entire checklists. All encrypted in AWS S3.
Team collaboration
Invite up to 2 team members. Real-time updates on submissions.
Pre-built templates
Tax intake and onboarding checklists ready to use out of the box.
50GB encryptped storage
Plenty of space for tax documents.
See It In Action
Built for accounting professionals
Pre-built templates save hours
Stop creating the same checklists from scratch. Use professionally designed templates or customize your own in seconds.
- Tax intake, onboarding, and more ready-to-use templates
- Customize any template to match your workflow
- Share templates across your team
Manage all your clients in one place
Track every client's document status, progress, and history. See what's missing at a glance.
- Quick overview of all active and completed requests
- Search to find clients instantly
- Archive old clients to keep your workspace clean
Simple pricing
Start free, upgrade when you need more. Cancel anytime.
Free
$0Free forever
Start without a credit card.
- 1 active client (active = has an open request)
- 50GB secure storage
- Automated, customizable reminders
- Passwordless magic links
- One-click document downloads
Yearly
Best Value$18/month
$216 billed yearly
- Up to 2 team members
- Unlimited clients (up to 100 active)
- 50GB secure storage
- Unlimited document requests
- Automated, customizable reminders
- Passwordless magic links
- One-click document downloads
- Priority support
- 30-day money back guarantee
Monthly
$25/month
Paid monthly, cancel anytime
- Up to 2 team members
- Unlimited clients (up to 100 active)
- 50GB secure storage
- Unlimited document requests
- Automated, customizable reminders
- Passwordless magic links
- One-click document downloads
- Standard support
Ready to stop chasing clients?
Start automating your document collection today