Your client gets one secure link. They upload from their phone. No portal. No login. No password. You see exactly what is missing, and the system sends the reminder for you.
No free trial. No demo call required. Cancel anytime.
You know the pattern. The client gets the login email. The client ignores the login email. You chase for two weeks and end up doing the return on the last day.
We built the opposite. No client account. No password reset. No training call. If your client can open an email, they can use this.
Pick a client, select the documents you need, and click send. They get one link. No accounts to create.
They use their phone camera. If they send the wrong document, the system tells them immediately.
Received items turn green. The system sends automatic reminders for anything missing. Download everything in one click.
Unlimited clients. Unlimited requests. One flat monthly fee.
For the one-person firm.
For the small firm.
For the growing practice.