Starter
Try the workflow
$0/month
Up to 3 active collections
Client upload links
Document checklists
Collection status tracking
Start for free THE END OF THE DOCUMENT CHASE
Still waiting
on that one
document?
Stop digging through emails and sending the same reminder twice. Ask once, send one link, and see exactly what your client still owes you.
No client account required · Designed for professional firms
CLIENT FILE / 001 LIVE EXAMPLE
DOCUMENT REQUESTSTATUS / OPEN
Orchard & Co.
2026 year-end file collection
RECEIVED 2 / 5
NO MORE
FOLLOW-UPS
WITHOUT A PLAN ↗
FOLLOW-UPS
WITHOUT A PLAN ↗
BUILT FOR THE PEOPLE WHO HAVE TO FOLLOW UP
Accountants ✳ Bookkeepers ✳ Tax preparers ✳ Legal teams ✳ Consultants
01 / HOW IT WORKS
Five missing files.
One very simple link.
Your client does not need another password, another app, or another lengthy email thread.
01
Make your list.
Choose exactly which documents, records, or forms you need from your client.
02
Send one link.
Share a private upload page your client can use without creating an account.
03
Know what’s missing.
Watch the checklist fill in and open submitted documents from your firm workspace.
02 / MADE FOR REAL WORKLess inbox.
Less inbox.
More finished work.
Whether you work with five clients or fifty, the last missing document shouldn’t be the hardest part of your day.
Open your document deskPrivate file collection
Clients upload documents directly into private storage. Files are not posted publicly.
See what’s outstanding
A clear status for each requested item. No more hunting through email chains.
Account-free for clients
One private link. No client signup, no extra dashboard to learn.
Reminders, on the roadmap
Automatic reminders, deadlines, and reusable templates are planned next.
03 / SIMPLE PRICING
Less chasing. Fair pricing.
Proposed plans for launch. Billing and paid tiers are not activated yet.
Studio
For independent professionals
$19/month
Up to 50 active collections
Client upload links
Reusable request templates
Document status tracking
Reminder automation — planned
Get started Firm
For busy teams
$49/month
Up to 250 active collections
Everything in Studio
Team access — planned
Reporting and exports — planned
Priority support — planned
Get started Pricing preview only. No charge will occur by creating an account. Usage limits and paid subscriptions will be finalized before launch.
04 / GOOD QUESTIONS
The details,
without the fine print.
No. Your client follows the private upload link and submits the requested files without registering.
YOUR INBOX WILL THANK YOU
Ask once.
Get everything.
Give your clients one easy place to send what you need.
Start your first request