Stop Chasing Clients for Documents
Send your clients one simple link. They upload their tax documents. You get organized, automatically - no more 200 emails during tax season.
Start Free - No Credit Card RequiredFree for up to 3 clients. Upgrade anytime.
📎 One Link Per Client
Each client gets a private, secure upload portal - no login, no confusion.
✅ Track What's Missing
See exactly which documents each client still needs to upload, at a glance.
🔒 Secure & Organized
Every file is stored safely and organized by client - no more digging through email attachments.