The simplest way for accountants and bookkeepers to collect documents. Send a checklist, get files back, move on with your day.
Free for early adopters. No credit card required.
Sarah Johnson
8/8 documents
Mike Chen
3/6 documents
ABC Corp
5/12 documents
Documents Received
247
This month
Time Saved
12 hrs
This month
You're not alone. Every accountant and bookkeeper knows these pain points.
“I just received 3 years of receipts in a shoebox... mixed together with coffee-stained bank statements.”
- Real quote from r/bookkeeping
“I ate so much time emailing back and forth gathering data. It stressed me out more than the money was worth.”
- Real quote from r/bookkeeping
“Holy f***ing s**t am I ever tired of this software. It's either too expensive or too complicated.”
- Real quote from r/bookkeeping
Three simple steps. No training required. Start collecting documents in minutes.
Pick from pre-built templates (1040 tax docs, year-end financials, monthly bookkeeping) or create your own checklist.
Share a branded link. No app download, no account creation. Client just clicks and uploads.
Receive notifications as documents come in. Everything auto-organized and ready to download.
Every feature designed to save you time and reduce client friction.
1040 tax docs, business year-end, monthly bookkeeping, new client onboarding - ready to use.
Email and SMS reminders sent automatically. Stop playing email tag with clients.
Files auto-sorted by client and document type. Download everything as a ZIP with one click.
No training, no complicated onboarding. Create your first request in under 5 minutes.
Magic links mean clients never create an account. Less friction = faster uploads.
See exactly what's been uploaded and what's still missing at a glance.
Why pay for features you'll never use?
No hidden fees. No per-user nonsense. Cancel anytime.
Perfect for solo practitioners
Most popular for growing practices
For established firms
Founding members get Pro plan at $29/mo locked for life.
Join 200+ accountants and bookkeepers on the waitlist. Be first to know when we launch.