For Accountants, Lawyers & Consultants

Stop Chasing Clients
for Documents

Send one magic link per client. They upload files, sign agreements, done. You get instant notification. No back-and-forth, no forgotten attachments.

Get Early Access → See Features

Free during beta. No credit card needed.

71%
Less time chasing documents
10 min
Setup — no CRM needed
100%
Auto-save, no lost files
24/7
Client portal access

Everything you need to onboard clients

No complex CRM setup. Works in 10 minutes.

Magic Link

One link per client. No account creation needed. Works on any device.

File Uploads

Drag & drop. PDFs, images, spreadsheets — all accepted with auto-save.

E-Signatures

Clients sign engagement letters, agreements & forms right in the portal.

Auto Reminders

Smart automated follow-ups. No more manual chasing.

Real-time Status

See who has opened, uploaded, or signed — at a glance.

Secure Portal

Encrypted storage, access logs, and client-specific folders.

Simple, transparent pricing

Start free. Upgrade when you grow.

Free

$0

Forever

  • ✔ 3 active requests
  • ✔ 1 workspace
  • ✔ 500MB storage
  • ✔ File uploads
Get Started
Popular

Go

$10

per month

  • ✔ 20 active requests
  • ✔ 5 workspaces
  • ✔ 5GB storage
  • ✔ File uploads + e-signatures
  • ✔ Auto reminders
  • ✔ Custom branding
Get Started

Pro

$20

per month

  • ✔ Unlimited requests
  • ✔ Unlimited workspaces
  • ✔ 25GB storage
  • ✔ Everything in Go
  • ✔ AI-powered suggestions
  • ✔ Priority support
Get Started

Get Early Access

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