One permanent upload link for your whole firm. Put it on your website, put it in every staff email signature, and hand it out on the phone. A client who wants to send you a T4 has somewhere to send it in two clicks, with no login, and it lands filed against their record rather than in somebody's inbox.
On your website
A "Send us your documents" button anyone can use, working the same in tax season and out of it.
In every signature
A branded upload card that drops into your firm's email signatures, so the link is at the bottom of every message you already send.
Or through the portal
Clients who log in get their own folders, with uploads switched on only where you want their paperwork to land.
How It Works
Create an upload link for any client. Specify what documents you need, set an expiration date. The client gets a branded page to drag-and-drop their files.
No login required. Clients visit the link, see exactly what's needed, drag-and-drop their files. They get a confirmation when done.
See what's been received, what's pending, what needs review. Categorize documents automatically. Everything lands in the client's file folder.
Client Experience
Wong & Associates CPA
Secure Document Upload
Drag and drop files here
or click to browse
Your clients get a simple, branded page. No login. No app. Just drag and drop.
Feature Deep Dive
From collection to organization to review — every step of document management, built for CPA firms.
Generate unique, expiring upload links for each client. Share via email or client portal. No account needed — clients just click and upload.
Organize files into categories: Source Documents, Working Papers, Filed Returns, IRS / CRA Correspondence, Engagement Letters. Create custom categories.
Track submission status per client: Requested, Received, Under Review, Approved, Rejected. Know exactly what's outstanding at a glance.
A full document manager with sidebar navigation, file table with sorting and filters, and a detail panel for preview and metadata. Like a desktop file manager, in your browser.
Clients can also upload through their portal. Documents land in the same tracking system. Outstanding items show as a checklist in their portal.
Attach documents to specific filings. When you open a Form 1120 / T2 filing, you see all related documents — source docs, working papers, filed return.
Preview PDFs and images directly in the browser, including email attachments and files referenced in a conversation, without downloading them first. Download individual files or bulk export. Share documents with clients through the portal.
See the client's portal folders right in their Files view, empty ones included, and upload or remove documents in them without switching to the portal to check what the client can see.
All documents stored securely in AWS S3 with complete separation between firms. Each firm gets its own storage bucket. Presigned URLs for secure access.
Put one link on your website or in your email signature. Any client can send you files any time. No login, no setup, no expiry date.
Your firm gets one permanent upload link. Put it on your website, in your email signature, or on a card at the front desk. It never expires.
Clients type their name, pick their files, and send. No account, no password, no app. Bot and spam protection is built in.
New files land in a review queue, grouped by sender. Preview each file, then assign it to the right client in one click. Nothing touches a client file until you approve it.
Generate upload links, track submissions, and organize everything in one place. Request a demo and see how it works.