For accounting firms

Stop chasing clients for documents

Send each client a single link. They upload their invoices, bank statements, and contracts directly — no email threads, no missing attachments.

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How it works

01

Create a file request

Set up a portal or personal link for your firm in seconds — no technical knowledge needed.

02

Share the link with your client

Send the link by email, WhatsApp, or add it to your client onboarding form. No account required on their end.

03

Files arrive in your inbox

Everything lands organized in one place. Download individually or all at once.

Example

Tax season, without the email chaos

Instead of sending reminder after reminder, share a single upload link with every client at the start of the season. They drop in their documents when ready — you get notified and everything is waiting in your account.

Ready to simplify how you collect files?

No setup required. Start receiving files in minutes.

See plans & pricing