Too many files in too many places.

My accountant emailed me a list of documents he needed for year-end. Twelve items. I copied them into a notes app, started hunting for files, and attached them one by one to a reply. Some were too big. I lost track of what I’d sent. He had to chase me twice.

It was painful for both of us – and this is what every accountant goes through with every client, multiple times a year.

So we built a simple tool to fix it. The accountant creates a checklist of required documents, sends the client a magic link (no account needed), and the client uploads files against each item. Progress is visible to both sides. When it’s complete, the accountant gets notified.

What it solves:

• No more email chains with scattered attachments
• Clear visibility of what’s been received and what’s outstanding
• Clients can work through it at their own pace
• Magic link access means no passwords or portals to remember

We’ve installed it for one accountant already and another has asked for his own version. But it’s not just for accountants – anyone who collects documents from clients faces the same problem. Solicitors gathering case files. HR teams onboarding new starters. Visa consultants managing applications.

If you spend hours chasing documents by email, we can build you something better.