Stop chasing clients for documents

Send a link. Get automated reminders. Download everything in one click. Built for accountants who value their time.

Start collecting documentsSchedule a demo

From $18 USD a month • 30 days money back guarantee

Everything you need

Purpose-built for accounting firms during tax season

Automated reminders
Daily email reminders until documents are submitted. Set it and forget it.
Magic links
No client login required. Send a secure link, clients upload directly.
One-click download
Download individual files or entire checklists as ZIP. All encrypted in AWS S3.
Team collaboration
Invite up to 2 team members. Real-time updates on submissions.
Pre-built templates
Tax intake and onboarding checklists ready to use out of the box.
50GB storage
Plenty of space for tax documents, up to 100 active clients.

Simple pricing

One plan. Everything included. Cancel anytime.

Yearly

Best Value

$216/year

$18/month billed yearly

  • Up to 2 team members
  • Up to 100 active clients
  • 50GB secure storage
  • Priority support
  • 30-day money back guarantee
Get started

Monthly

$25/month

Placeholder

  • Up to 2 team members
  • Up to 100 active clients
  • 50GB secure storage
  • Email support
  • 30-day money back guarantee
Get started

Ready to stop chasing clients?

Join accounting firms who've automated their document collection

Start collecting documentsSchedule a demo