DocRoundupRequest documents01
Bank statementPDF · Received
Proof of addressPDF · Received
Business registrationPDF · Received
3 documents received
Less chasing.
More collecting.
Collect documents, information, and signatures in one simple request.
The files you need.
Bank statements, proof of address, business registration. All in one request.
YOUR CLIENT SENDS
YOUR TEAM REVIEWS
It all comes together here.
Documents, answers, and signatures.
One clear overview for your team.
Easy for your clients
No account to create. Just a request link, email verification and a clear list of what to send.
Clear for your business
See what’s missing, what’s ready for review and what’s been accepted.
Flexible from the start
Reuse your checklists, swap requirements and tailor instructions to each client.
GOOD TO KNOW
Simple on both sides.
Do my clients need an account?
No. Clients open their request link and verify their email to access their checklist.
Can I customize what I request?
Yes. Add document requirements and questions, edit your opening message, and save checklists to use again.
What if a client sends the wrong document?
AI can flag possible document mismatches for your review. If something isn’t right, you can request a replacement. Previous uploads remain available.
Is this only for bookkeepers?
No. Tailor your checklist to the documents, forms and signatures you need. Explore a starting point for your business or organization: