Collect client documents
without the back and forth

Each client gets a unique email address and phone number. They send documents — you get them instantly, organized and stored.

14-day free trial. No credit card required.

How it works

1

Add a client

We auto-provision a unique email address and phone number for each client.

2

They send documents

Clients email or text photos of documents. We confirm receipt automatically.

3

Everything is organized

Documents are stored securely, organized by client, and optionally synced to Google Drive.

Built for accountants, CPAs, and service pros

Stop chasing clients for documents. Give them a simple way to send what you need.

Get started free