Create a checklist, send a secure link, and let automatic reminders do the follow-up. Your clients upload — you download everything in one click.
Businesses across the globe rely on MyClientDocs
Every accountant knows the pain of chasing clients. Here’s what changes with MyClientDocs.
Emailing, texting, calling — repeating the same request across 3 channels.
Clients upload 3 of 8 items. You don’t realize until the deadline hits.
Gmail attachments, Google Drive, text messages, WhatsApp photos. Good luck finding that receipt.
Send a single secure link. Your client sees a clear checklist and uploads directly.
The system follows up before and after the due date. You never send another reminder email.
Preview, filter, and bulk download. All files organized by client, request, and date.
Every feature designed to reduce admin time and keep documents organized.
Build a checklist of exactly what you need. Clients upload to each item — you see progress in real time.
Automatic emails go out before and after the due date. They stop the moment everything is uploaded.
Every link is unique and encrypted. Files are stored on hardened infrastructure built with SOC 2 readiness in mind.
Preview PDFs and images without downloading. Review uploaded docs right from your dashboard.
Download files for one request, one client, or your entire filtered view as a ZIP. One click — everything organized and ready for your accounting software.
From request to received in a single workflow.
Pick from templates or create your own list of exactly what you need from this client.
Email it from MyClientDocs or copy and send it yourself. Your client opens it — no account required.
Every file lands under the right item. Reminders run on autopilot until the request is complete.
No more chasing. No more scattered emails. One platform to request, collect, track, and download client documents.
Send your client a single secure link. They upload all requested documents without needing to create an account or install anything.
Build organized checklists so your clients know exactly what to upload. Track progress item-by-item — nothing gets missed.
Stop sending follow-up emails manually. Automatic reminders go out before and after the due date until everything is received.
Download all files for a request, a client, or your entire filtered view as a ZIP — organized and ready for your workflow.
Preview PDFs and images directly inside MyClientDocs. Review documents without downloading every single file first.
Every upload link is unique and encrypted. Files are stored securely with SOC 2-minded infrastructure, keeping client data safe.
Set it up once and let MyClientDocs handle the follow-up.
Build a checklist of the documents you need. Set a due date and add instructions.
Your client gets a branded email with a secure upload link. No account needed on their end.
They click the link, see the checklist, and upload files. Reminders handle the follow-up.
Preview, filter, and bulk download. All files organized and ready for your workflow.
Four simple steps to automate your document collection workflow.
Build a checklist of the documents you need from your client. Add due dates and instructions.
Send the secure upload link automatically via email. Your client gets a clear, branded request.
Clients click the link and upload files directly to each checklist item. No account needed.
Review, preview, and bulk download. Everything organized and ready for your accounting workflow.
Your dashboard opens to a live snapshot — active requests sorted by due date, overdue ones flagged in red, and a stream of files as they land. No spreadsheets. No inbox archaeology.
Active, overdue, due this week, and completed this month — always one glance away.
Every active request with a live progress bar and a status badge that tells you exactly what's next — "Ready to review", "Needs 2 more", or "Not yet viewed".
Past-due rows get a red treatment so you spot them the second you open the dashboard.
A "Recent uploads" feed shows what just came in, attached to the right client and request — no inbox scrolling.
Drill into a single client or status during deadline week — no more spreadsheets to track who owes what.
No surprise fees. No contracts. Cancel anytime.
Create your free account in 30 seconds. No credit card required.
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