Built for UK accountantsClient onboarding & document chasing
Stop chasing clients for documents.
Send one branded link. Clients upload everything in a checklist. You review, request missing items, and approve — with an audit trail.
No attachments. No back-and-forth. Just “complete” or “needs info”.
Client checklist
In reviewPhoto ID (passport/driving licence)
UploadedProof of address (last 3 months)
MissingSA302 / tax calculation
UploadedBank statements (last 3 months)
RequestedAudit trail
- • Client uploaded “SA302.pdf”
- • You requested “Bank statements”
- • Reminder scheduled in 48 hours
How it works
Build a request
Choose a template (Self Assessment, Ltd Co, Payroll). Add file items and questions.
Send one link
Client gets a clean checklist. They upload files and submit — no accounts needed.
Review & approve
Mark items complete, request missing docs, and keep a simple audit trail.
Features that actually matter
Checklist-first client portal
Clients see exactly what’s due. You see what’s missing. No messy email threads.
“Info needed” loop
Request missing items with one click. Automatic reminders keep things moving.
Audit trail
Know who uploaded what and when. Useful when timelines get questioned.
Templates for accountants
Start from a sensible checklist instead of rebuilding from scratch each time.
FAQ
Is this only for accountants?
That’s the first focus. The workflow also fits mortgage brokers, bookkeepers, and solicitors — but we’ll nail accountants first.
Do clients need an account?
No. They receive one secure link and complete the checklist. Simple.
When can I try it?
Join the waitlist and we’ll invite early access users in small batches to keep support tight.
Will it be UK compliant?
We’re building with UK firms in mind (document types, workflows, terminology).
Get early access
If you’re an accountant and you’re sick of chasing documents, you’re exactly who we want to talk to.
(Temporary) — we’ll replace this with a proper waitlist form next.