DocRoundup01
Your business creates the request
Ask for exactly what you need.
Choose a saved checklist or start fresh. Add documents, forms and PDFs to sign, set a due date, and personalize the opening message.
REQUEST → UPLOAD → CHECK → REVIEW
One clear request. Fewer loose ends.
A simple handoff between your business and your client, with a clear next step at every stage.
EXAMPLE · MAPLE BAKERY
01 YOUR BUSINESS
A clear request.
August documents
Bank statement
Business receipts
Supplier invoices
One link for Maple Bakery
02 YOUR CLIENT
An easy upload.
No account to create.
Your checklist is here.
Files arrive in the same request.AI checks
03 YOUR REVIEW
A clear next step.
Know what needs your attention.
You sent a request
Your client has the link. Let’s get those documents.
Bank statement
RequestedBusiness receipts
RequestedSupplier invoices
RequestedAI checks
Check document type and month after upload.
AI flags possible issues. Your business makes the final decision.
02
Your client submits what is ready
Give your client one place to respond.
Share the request link. Your client verifies their email, uploads documents, adds answers and completes assigned signing fields without creating an account.
03
Illustrative AI check · not yet active
Spot a possible mismatch before review.
The preview illustrates a future AI check that could flag a July statement when August was requested. Today, the local app can only flag a possible month mismatch in a filename; it does not read the document’s contents.
04
Your business makes the review decision
Review what arrived. Explain what’s next.
Accept a document, or ask for a replacement with specific feedback. Messages stay with the request, and a reply never silently completes an outstanding document.
LESS BACK-AND-FORTH