Stop chasing clients for documents.
Send one checklist link - clients upload without an account, and automated email reminders do the chasing until every document is in.
First client is 100% free forever. No credit card required.
Illustration of the product flow
Automated email reminder
Reminder: Documents needed for account information
Hi Meera - 2 documents are still pending for your November books: bank statement and sales register.
Client uploads at your link - no account
Received - one item to go.
11 / 12
documents received this month
How it works
1. Send a checklist link
Build the checklist your way - GST, monthly bookkeeping or year-end. Send the client one secure link.
2. Clients upload, no account needed
They open the link, upload their documents and get on with their day. No sign-up, no password.
3. Track and remind automatically
Every document shows as missing, received or verified. Automated email reminders do the chasing until everything is in.
Start collecting documents
Send your first checklist link in minutes. Your first client is free.
Built for accounting and bookkeeping firms
One dashboard
See what has been requested, what has arrived and what is still missing - across every client.
Document checklists
Keep every request organised - build reusable checklists for GST, monthly bookkeeping and year-end.