Stop chasing clients for documents.
Automatically remind them before deadlines — and collect everything through a simple upload link. No logins. No back-and-forth. No missed filings.
Built for solo accountants and small firms.
How it works
1 Add a client and deadline
2 We remind them automatically
3 They upload via secure link
4 You see everything in one place
Simple system. Less chasing. Fewer missed deadlines.
Automated Reminders
Clients get reminded automatically.
14, 7, 3, and 1 day before deadlines —
without you sending a single email.
No-login document uploads
Clients upload documents instantly.
No login. Just a secure link.
Less friction = faster responses.
Dashboard
See what’s urgent in seconds.
Red = overdue
Yellow = waiting
Green = done
No digging through emails.
Spend less time chasing clients.
Set up one client and see how it works. Takes less than 2 minutes.