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Q4_financials.pdf

Acme Corp

Uploaded

Tax_returns_2024.pdf

Smith LLC

Uploaded

Bank_statements.pdf

Johnson & Co

Pending

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Build a checklist of documents you need. Contracts, reports, statements — whatever the job requires.

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Collect files

Automated reminders handle the follow-up. Get notified when files arrive. Download everything in one click.

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Clients click a link and upload. No accounts, no passwords, no friction. They can leave and come back anytime.

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See exactly what's been uploaded and what's still pending. Know the status of every request at a glance.

Automated follow-ups

Set it and forget it. Clients automatically get gentle reminders at 3, 7, and 14 days — no manual chasing required.

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Files upload directly to encrypted cloud storage. Every link expires after 30 days for extra security.

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You get a clean dashboard to track every request. Clients get a simple checklist to upload files.

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2024 Year-End Documents

In Progress

Acme Corporation

sarah@acmecorp.com

Created

Dec 15, 2024

Due date

Jan 15, 2025

Sent

Dec 16, 2024

Checklist Items

4 items

2024 Tax Returns

tax_returns_2024.pdf2.4 MB

Bank Statements (Jan-Dec)

Need full year, not just January

Rejected

Profit & Loss Statement

Balance Sheet

What clients see

Anderson & Associates

2024 Year-End Documents

Hello Sarah, please upload the requested documents below.

Due by January 15, 2025

Progress1 of 4 uploaded

2024 Tax Returns

tax_returns_2024.pdf

Bank Statements (Jan-Dec)

Need full year, not just January

Re-upload

Profit & Loss Statement

Upload

Balance Sheet

Upload

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