Client upload links
Send clients a link to upload documents without logging in, and collect what they submit.
The problem it solves
Clients email documents in pieces, or not at all, because logging in to a portal is a barrier.
How it works
- Send an upload request to the client.
- The client opens the link, uploads and submits.
- The documents arrive on the client record.
What your practice gets
- Easy for clients.
- No email attachments to chase.
- Documents land on the right client.
Watch it in the product
A short recording of client upload links in use.
Questions accountants ask
Does the client need a login?
No. The link lets them upload.
Can I request specific documents?
Yes. Use document collection checklists for specific requests.
Where do uploads go?
To the client's documents.
Related features
Features that work alongside client upload links.
Client documents
Upload client documents one at a time or in batches, organise them, rename and move them, control visibility and re-run AI classification, with sync to your cloud storage.
VideoDocument collection and chasing
AI-drafted document checklists per client, sent in batches, with chasing (including bulk chasing), templates and a daily digest.
VideoSecure document sharing
Share sensitive documents through expiring links; recipients confirm a code before they can download.
VideoConnect your cloud storage
Connect OneDrive or Dropbox, test the connection and keep it in sync, so files stay in your own drive.
Cloud file manager
Browse, preview, upload, move, rename, copy, batch download and import files in your cloud storage, with a trash you can restore from.
VideoAI file search and organising
Search client files with AI, analyse files, and let AI propose a folder organisation plan that you approve before it is applied.
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.