Automate client document collection: request documents, collect uploads via secure links (no account needed), review and approve in one inbox, send reminders automatically, and export audit-ready files with consistent naming. Built for accountants and consultants.
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Promoted
A simple and easy tool to keep reminding my clients. I use it in the onboarding of clients and subsequent reminders for the assets they want me to use in the work instead of links or shared folders. Just easier. And no shrinking storage capacity before the next requests. It's doing the things I forget to do.