Send each client a simple upload link. They attach their bank statements, receipts, and tax forms — no portal login, no email attachment chaos. You get everything in one place, in the right format, before the filing deadline.
Free plan · 5 requests · No credit card
Tax season. You know how it goes.
"I forwarded everything"
They forwarded six emails from six months ago. Half are scans. One is a phone photo. Two are screenshots. None are labelled. You spend 40 minutes sorting what took them 30 seconds to send.
Can't log into the portal
You set up a shared drive three months ago. They've forgotten the password, can't find the link, and now it's the 28th and you need these documents today.
Always the same three clients
You know who they are. Every year, same story. You send three reminder emails. They reply saying they'll send it tomorrow. Tomorrow comes. Nothing.
If your clients can open a text message, they can use this. No portals, no logins, no tutorials required.
Name it "[Client name] — 2025/26 Self Assessment". List what you need in the message: three months of bank statements, all receipts over £50, P60, any dividend vouchers.
One link. They click it, see your message, and upload directly from their phone or computer. Set automated reminders so the app chases them for you as the deadline approaches.
All their documents in one place, in the format you specified. Download the full set in one click when you're ready to start the return.
Set which file types you accept — PDF, JPG, CSV — and clients can't submit anything else. No more re-requesting because they sent a HEIC screenshot instead of a PDF bank statement.
Example request
Sarah — 2025/26 Self Assessment
Filing deadline: 15 Apr 2026
Your clients click a link. That's it. No password to forget, no portal to navigate. The simplest possible experience means you actually receive documents.
Set the app to chase each client every 48 or 72 hours as the filing deadline approaches. You stop sending reminder emails manually.
Build your self-assessment or year-end accounts template once. Next year, one click and every client request is ready to send.
Tell the system to accept PDF, CSV, and JPG only. A client who tries to upload a HEIC photo gets a clear error message — before they waste anyone's time.
Create a separate request for each client and each engagement. Everything is labelled and searchable. No more 'receipts_final_v3_ACTUAL.pdf' buried in email.
Set the link to expire on your internal deadline. After that date, no new uploads — so latecomers can't add documents after you've already started work.
"I'm an accountant. My clients are not tech people. This is the first tool I've tried where I didn't have to write a three-paragraph explanation of how to use it. They click the link, upload their files, done. And the automatic reminders mean I'm not chasing anyone the week before the deadline."
Linda K.
Certified Public Accountant · Maple Street Accounting
Set up your first client request in under two minutes. Free to start.
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