Document collection for professional services
Stop chasing files.
Start getting things done.
Request documents, track what's missing, and review submissions from one organized workspace. Give clients a simple upload link instead of another endless email thread.
Built for bookkeepers, accountants, agencies and small service teams. Currently in preview.
Illustrative document request● On track
Monthly bookkeepingExample client
3 of 5 documents approved
📄 Company registration✓ Approved
📄 Bank statements✓ Approved
📄 Sales invoices✓ Approved
📄 Expense receipts● In review
📄 Payroll reportAwaiting upload
Everything in one place
From first request to final approval
Keep document checklists, uploads and review decisions together instead of searching email threads.
☷
Organized checklists
List the files you need, set a deadline, and add simple instructions.
↑
Easy client uploads
Clients follow a unique link and submit files without creating an account.
✓
Clear review decisions
Approve the latest version or request corrections with a review note.
Made for repeatable work
Three steps to fewer follow-ups
STEP 01
Create a request
Choose a client, list required documents, and set the due date.
STEP 02
Share securely
Send an invitation or share a private portal link through a trusted channel.
STEP 03
Review and track
Approve submissions, request corrections, and monitor outstanding items.
Help shape the product
Your next client request could be simpler.
Explore the preview and tell us what your business needs.