Kredofy

Secure document collection for accountants

4 followers

Secure document collection for accountants

4 followers

Kredofy helps accountants, bookkeepers, and tax preparers collect client documents without the back-and-forth of email threads. Instead of chasing separate email attachments every tax season, send each client one secure link — no account or password required on their end. Track exactly what's requested, received, and still missing, with automatic reminders and year-based filing built in.

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Launch tags:Fintech•SaaS•Accounting

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Hey Product Hunt! 👋 I built Kredofy after seeing how much time accountants and bookkeepers lose every tax season chasing clients for documents through scattered email attachments — "did you send that yet?", "which one was the 1099 again?" Kredofy replaces that with one secure link per client. No login for the client, no password to remember — they just upload, and you get a clear checklist of what's been requested, received, and still missing. Documents stay organized by filing year automatically. Free for up to 3 clients, so it's easy to try. Would love your feedback — especially from anyone who does bookkeeping or tax prep and has felt this exact pain!

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2mo ago

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