Missing attachments
Know exactly which file is still outstanding without searching an inbox thread.
Early access opening soon
Stop chasing attachments through your inbox
Collect client documents securely—and on time.
Create a checklist, send one secure link and see every request at a glance. CollectClientDocs keeps sensitive files out of messy email threads.
No card required. No charge today. Be first to try it.
CollectClientDocs / Q3 documents
CLIENT REQUESTQ3 financial documents
6 / 8 received✓Bank statementsReceived
✓Payroll summaryReceived
↑Expense receipts2 files missing
↑Tax noticesDue Friday
✓Secure upload links
✓Live request status
✓Automatic reminders
The old way is costing you
Less chasing. Less cleanup.
More work finished.
Built for accountants, mortgage teams, consultants and document-heavy services.
Sensitive files in email
Give clients a purpose-built upload path instead of asking for risky attachments.
Constant chasing
Schedule reminders once and let the request follow itself to completion.
How it works
From first click to finished
in three clear steps.
Build the checklist
Add the documents you need or reuse a saved request template.
Share one link
Your client sees a simple, branded checklist and secure upload area.
Stay in control
Get notified as files arrive and track every outstanding item.
Built around the job
Everything you need.
Nothing you don’t.
Reusable request lists
Turn recurring document collections into one-click templates.
Client upload portal
A focused experience clients can use without learning new software.
Status dashboard
See requested, received and approved files from one screen.
Reminder rules
Automatically follow up based on due date and completion status.
Simple early-access pricing
One plan.
A clear return.
Start monthly. Switch or cancel whenever you need to. Early users will help shape the product before public launch.
FOUNDING PLANEarly access
$39/ month
Or $390/year — two months free.
- ✓Unlimited request templates
- ✓Up to 50 active requests
- ✓Automated reminders
- ✓Email support
Good to know
Questions,
answered.
Do clients need to create an account?+
The planned experience uses a secure invitation link, keeping client friction as low as possible.
Can I create recurring checklists?+
Yes. Save a request once and reuse it for the next client or reporting period.
Will I be charged today?+
No. This is an early-access list. We will email you before launch and you can decide then.
Be first in line
Ready for a simpler way?
Join the early-access list. We’ll invite a small group first and use their feedback to shape the release.