You need T4s, receipts, and last year's NOA from 200 clients. How do you collect them without chasing everyone? Generate a secure upload link, send it to the client, and track what comes in — automatically.
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, 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 Corp T2 filing, you see all related documents — source docs, working papers, filed return.
Preview PDFs and images directly in the browser. Download individual files or bulk export. Share documents with clients through the portal.
All documents stored securely in AWS S3 with tenant isolation. Each firm gets their own storage bucket. Presigned URLs for secure access.
Generate upload links, track submissions, and organize everything in one place. Request a demo and see how it works.