For solo consultants and small teams
Send one link. Get everything you need. Automatic reminders handle the follow-up so you can focus on actual work.
Active requests
Completion rate
Avg. response
Docs collected
| Client | Progress | Status |
|---|---|---|
| Sarah Chen | 100% | Completed |
| Mike Johnson | 60% | In Progress |
| Emma Davis | 20% | Waiting |
No more email chains. No more "did you get my file?"
Your client gets a single link. They see exactly what you need — files, text fields, confirmations. No account required. Just open and submit.
Set your reminder frequency. We send polite, human-sounding follow-ups until everything is submitted. You never have to chase again.
See submissions as they come in. Download files instantly. Get notified when a client completes everything — or when they're stuck.
Collect W-2s, 1099s, receipts, and bank statements. Stop chasing clients every tax season.
Gather signed contracts, IDs, and supporting documents for case files.
Onboard new clients with brand assets, access credentials, and project briefs.
Collect buyer documents, proof of funds, and pre-approval letters in one place.
Join hundreds of professionals who've taken the pain out of client onboarding.
Get started for freeFree during beta. No credit card required.