Gather your clients’ documents without losing track.
For each year-end, prepare a list of documents, track uploads and check the documents in one place, instead of hunting for them in your emails.
Before, during, after
Before: scattered emails and reminders
Documents arrive through different channels, with no overview of what is still missing.
During: a shared list
You list the documents expected; the client sees exactly what they still need to provide.
After: a checked case
Each document received is approved or sent back for correction, with a history you can consult.
A demonstration scenario
A bank statement is missing from the demo case. The list makes this visible; the client uploads a sample document and the professional approves it. This example illustrates how the portal works and is not a client testimonial.
This process corresponds to the Essential plan. Approval steps specific to your fiduciary firm, or a connection to your accounting software, fall under the Tailored plan.