Branded upload links
Collect documents from anyone, without making them sign up first.
Included in: Professional plans
A branded page where a client — or someone who has no account yet — can send you files securely.
No account required
The person sending you files does not have to sign up first, which is where document collection usually dies.
Your firm's branding
The page carries your name, not a generic upload form.
It lands in the right place
Files arrive in your document workspace, attributed to whoever sent them.
How it works
- 1
Share your link
One branded page for your firm.
- 2
They upload
From a laptop or a phone, no login.
- 3
You get the files
They arrive in your workspace ready to file against the right client.
Branded upload links questions
Works with
Document vault
Every statement, receipt and return in one place, in folders you and your accountant both see.
E-signature
Send a document for signature and track it to signed — engagement letters, returns, anything.
Document requests
Send a structured checklist and watch the client tick it off in real time.
Try branded upload links free for 14 days
No credit card required. Bring your existing books with you — imports never count against your plan.