Stop chasing clients for documents.

One checklist link. Clients upload without creating an account. Reminders chase what's missing until everything is in one folder.

Solo $15/mo · Pro $29/mo · 14-day trial

Start free trial Preview the client experience

Clients upload without creating an account.

Clients don't need an account.

Card required. Cancel from Billing before day 14. Not for medical records or PHI.

Illustrative preview · client view

Sample Tax & Bookkeeping needs a few documents

Hi Jordan Sample. Upload each item below. No account needed.

Due date passed 3 days ago (example)

Progress 3/650%

W-2 forms
w2_employer.pdf
● Uploaded
1099 forms
1099-int_bank.pdf
● Uploaded
Prior-year tax return
● Overdue
Photo ID
● Overdue
Bank / brokerage statements
● Overdue
1098 mortgage interest (optional)
Marked N/A: No mortgage
● Not needed

Example reminder

“Hi Jordan Sample — a quick nudge from Sample Tax & Bookkeeping. Still waiting on 3 items for 2025 tax documents. Upload here (no account needed).”

Illustrative preview. Not for medical records or PHI.

What you see for each client

The checklist, the due date, what's in, and when the next reminder goes out. Pause reminders anytime.

Try this sample request yourself, no sign-up

Illustrative preview · your view

Jordan Sample · 2025 tax documents

Sent: 14 days ago
Due: 3 days overdue (example)
Received: 3 of 6 items

W-2 forms
w2_employer.pdf
● Uploaded
1099 forms
1099-int_bank.pdf
● Uploaded
Prior-year tax return
● Overdue
Photo ID
● Overdue
Bank / brokerage statements
● Overdue
1098 mortgage interest (optional)
Client note: No mortgage
● Not needed

Reminders

Next reminder in 2 days (day 16), listing 3 missing items

Illustrative preview. Not for medical records or PHI.

How it works

1
Create a request
Pick a template, edit the checklist, preview before you send.
2
Send one link
Clients upload with no login. Works on a phone.
3
Download one ZIP
Reminders chase missing files until everything is in.

Solo or Pro

Solo · $15/mo

or $150/yr

Up to 25 open requests at a time.

Pro · $29/mo

or $290/yr

No cap on open requests.

Same features on both. Only the number of open requests differs. Full details

Questions

Is a card needed?: Yes. Card required to start the 14-day trial.
How do I cancel?: Cancel from Billing before day 14 and you will not be charged.
Do clients need an account?: No. They open one link and upload. No login.
How do reminders stop?: When every required item is in, when you press Pause, or when the client asks to stop.

Ready when you are

Solo $15/mo or Pro $29/mo after your 14-day trial.

Start free trial