Stop chasing tax docs.

The fastest document collection tool for CPAs. Create a secure upload link for your client in under a minute.

Step 1: Client Name

Step 2: Required Documents

Or add your own document

Press Enter or click Add • unlimited custom items allowed

Step 3: Your Email

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Secure Upload Portal

Required Documents

0 Items

Select documents from the library or add your own to build your client's checklist

Upload Progress: 0%

Built for Professionals

The smarter way to collect data.

Stop risking identity theft with unsecure email attachments.

Clients click one secure link in their inbox. No accounts to create or passwords for them to forget.

Get notified the second a client uploads. See exactly what's missing at a glance.

All client documents are standardized, renamed, and organized in your secure dashboard.

— Verified CPA Firm