Document collection software

Get the documents you need from clients, all in one place.

Send each client one link to upload documents and answer questions, with no account to create. Automatic reminders and a live dashboard bring every request to complete.

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Requests · Dana Okafor
2026 tax documents2 of 3 done
  • W-2w2-2025.pdf · 184 KBUploaded
  • Did you sell any property in 2025?NoAnswered
  • Last year’s returnOutstanding

Due 13 March · reminder emailed 2 days ago

How it works

From request to complete in five easy steps.

01

Create your request

Add questions and file uploads, or start from a ready-made form.

02

Send one link

Each client gets a personal link. No account or password.

03

Collect everything

Clients answer, upload and come back later to finish.

04

Keep things moving

Automatic email reminders bring in whatever is still outstanding.

05

Track completion

See what’s complete, what’s in progress and what’s overdue.

Everything in one request

One request for everything you need.

Collect documents and answers together, in one request your client can finish in steps.

Your clients can:

  • Upload documents, images and supporting files.
  • Answer questions about their business or situation.
  • Complete multi-step forms.
Client onboarding pack
  1. Your business
  2. Documents
  3. Review
  • QuestionBusiness legal nameOkafor & Co Ltd
  • QuestionWho should we contact about your account?Dana Okafor, Director
  • File uploadLast year’s financial statementsfy2025-accounts.pdf · 1.2 MB
  • File uploadPhoto ID for each directorOutstanding
The client experience

Make it easy for clients to send what you need.

On a phone or a computer, clients always know what to do next.

  • One link, no login

    Clients open their personal link and start. Nothing to install.

  • Finish at their own pace

    Clients save their progress and come back to finish later.

  • Everything in one place

    Questions, uploads and what is left, in one clear request.

Automated follow-up

Let reminders keep your requests moving.

Set a due date and Lead Source reminds clients until every item is in.

  • Automatic email reminders.
  • Reminders before and after the due date.
  • A direct link back to the request.
  • A notification when a request is overdue.
Reminder email

Reminder: 2 items still needed for your 2026 tax documents

Hi Dana, thanks for what you have sent so far. These are still outstanding:

  • Last year’s returnOutstanding
  • Any new dependants this year?Outstanding
Due
Friday 13 March
Done so far
3 of 5 items
Continue your request
Request tracking

See exactly what’s outstanding.

Your dashboard shows where every document request stands:

  • Requests that are complete or still in progress.
  • Information or documents still outstanding.
  • Requests nearing their due date, and overdue ones.
Document requests
  • 12Complete
  • 7In progress
  • 2Overdue
  1. Okafor & CoYear-end records2 of 7Overdue by 3 days
  2. Dana Okafor2026 tax documents3 of 5Due in 2 days
  3. Harlow & PikeMatter intake2 of 4In progress · due 20 March
  4. Reeves IT ServicesOnboarding pack6 of 6Complete
Reusable forms

Ask once. Reuse whenever you need.

Start from a reusable form or template, customise it once and send it to every new client.

Use it for onboarding, recurring requests and standard information.

Document access

A dedicated place for client documents.

  • Clients submit files through a personal request link.

  • Uploads are kept in private storage with controlled access.

  • Review everything from your account, filed with its request.

Use cases

Built for businesses that collect information from clients.

Common questions

Frequently asked questions

What is document collection software?

Document collection software lets businesses request, receive and organise documents from clients. You send one link, and clients upload files and answer questions there.

Do clients need to create an account?

No. Each client receives a personal request link and provides their documents without signing up.

How do automatic reminders work?

Set a due date and Lead Source emails reminders while anything is outstanding, each with a link back to where the client left off.

Can I reuse the same form for different clients?

Yes. Build a reusable form or start from a template, then send it to each new client.

Get every client request complete, from one link.

Collect files, gather answers and see what is outstanding. Simple for you and for your clients.

Start free

Free to start ยท no card