Simple enough for any client
No account, no learning curve. If a client can open a link, they can send you their documents.
File sharing built for accountants and their clients
Stop chasing invoices and tax documents by email. Give clients one simple, branded link to upload everything you need — no account, no confusion.
Client documents scattered across email and WhatsApp
- Clients send invoices as blurry photos, in random formats, at the last minute.
- Tax deadlines mean chasing the same client for the same missing document.
- Not every client is comfortable with technology — complex tools scare them off.
- Sensitive financial documents pile up unprotected in a shared inbox.
One link your clients will actually use.
Set up a branded portal once and share it with every client. They open the link and upload invoices, receipts or statements directly — no account, no app to install. Every file is scanned for viruses and stored encrypted, so you spend deadline season collecting documents, not chasing them.
Your studio, front and centre
Logo and colour on the upload page — clients recognise your studio, not a generic tool.
Notified the moment files arrive
Know instantly when a client submits, so nothing gets missed ahead of a deadline.
Virus scanning built in
Every upload is checked before it reaches you — no risky attachments in your inbox.
Encrypted storage
Financial documents are encrypted in transit and at rest, important for sensitive client data.
FAQ
Will my clients find this hard to use?
No. Clients just open the link you send and upload their files — no account, no software to install. It’s designed to work for clients who aren’t comfortable with technology.
Can I use the same link for every client?
Yes. You set up a branded portal once and reuse it, keeping each client’s uploads organised in their own project.
Is it suitable for sensitive financial and tax documents?
Every file is scanned for viruses on upload and encrypted in transit and at rest, and you control who can access each project.
How much does it cost for a small studio?
The free plan lets you collect documents across a few projects at no cost — a good starting point for a small studio before upgrading for more storage and projects.