Document requests

Stop chasing documents in email threads.

Included in: Professional plans

Send a structured checklist and watch the client tick it off in real time.

A checklist, not a paragraph

Ask for six specific things, and both sides can see which four have arrived.

You watch items tick off as the client uploads, without asking for an update.

The same request list works for the next client with the same engagement.

1
Build the list
Name each document you need.
2
Send it
The client sees the checklist in their own portal.
3
Watch it complete
Items tick off as files arrive, and what is outstanding is obvious to both of you.

For a request inside their portal, yes. For someone without an account, use a branded upload link instead.

Yes — build it once and send it to the next client.

Every statement, receipt and return in one place, in folders you and your accountant both see.

Send a document for signature and track it to signed — engagement letters, returns, anything.

A branded page where a client — or someone who has no account yet — can send you files securely.

No credit card required. Bring your existing books with you — imports never count against your plan.