The Easy, Secure Way To Collect Information
One place for all your client content, documents, and onboarding workflows.
Watch the 2-Minute Feature Walkthrough
See how accounting and agency teams gather client files on autopilot.
Intuitive Request Builder
Assemble custom checklists with text fields, multi-file uploads, dates, and e-signatures in minutes. Add descriptions, examples, and file size limits.
Automatic Reminders (Email & SMS)
Never waste time chasing clients again. Set up an automated sequence of polite prompts that gently nudges clients before and after due dates.
Item-by-Item Approval & Rejection
Review submitted documents with total precision. Approve valid files and reject invalid ones with a quick note. Clients only see what needs fixing.
Clean Client Portal (Zero Passwords)
Clients access everything through a secure magic link. No software to install, no passwords to forget, and real-time auto-saving on every keystroke.
Export in One Neat Package
Download all client answers and files as an organized ZIP or professional PDF report. Sync automatically to Google Drive, Dropbox, or OneDrive.
Bank-Grade ISO 27001 Security
Protect confidential files with AES-256 encryption at rest and TLS 1.3 in transit. Mandatory two-factor authentication and role-based permissions.
