Stop working weekends in January. Stop sorting through 200 sideways receipt photos sent via 7 different emails. Professional client document collection that actually gets used.
Free to try • Your clients will actually use it
January 25th. Tax deadline in 6 days. Client finally sends 200 receipt photos via 7 emails. Half are sideways. Some duplicated. You’re sorting at 10pm because tomorrow’s fully booked.
They promise documents “tomorrow” since November. You send reminders, they forget. Deadline approaches, panic sets in. Suddenly it’s your emergency.
You see everyone’s financial skeletons. Hidden income, cash payments, property investments. One data breach doesn’t just lose you clients - it destroys lives.
Turn client document chaos into organized, secure handoffs
“Here’s your secure link for year-end documents. Upload receipts, invoices, and statements as you go - no passwords needed.”
Mobile-friendly uploads from phones. Bank statements, receipts, invoices arrive organized and encrypted. No more January avalanche.
Complete source documents ready for HMRC deadlines. Professional audit trail. Client records organized before the January rush.
Receipts, invoices, bank statements, petty cash records
P60s, P45s, dividend certificates, rental income
Purchase invoices, sales records, import/export docs
Articles, resolutions, annual confirmations
Timesheets, expense claims, pension contributions
Rental agreements, repair invoices, letting agent statements
Clients upload documents throughout the year instead of January panic. Organized source documents ready before deadlines.
Works on phones, tablets, computers. No passwords, no apps to download. Clients actually use it because it’s simple.
Bank-grade encryption protects client financial records. Complete audit trails satisfy professional indemnity requirements.
Stop sorting through sideways photos and duplicated emails. Documents arrive organized and ready for processing.
Professional client document collection that gets you organized source documents before HMRC deadlines.
Professional-grade security for accountants • GDPR compliant • No credit card required