🧾 For accounting
Tax season documents, without the inbox chaos
Send each client a secure link; their slips, receipts and statements arrive in one place, ready for your practice software.
- 🇨🇦 Stored in CanadaAWS Montréal
- 🔐 Encryptedat rest and in transit
- 🗑️ Deleted on schedule35 days at most
- 📋 Every action loggedexportable audit trail
Documents you can collect
- T4s, T5s and other slips
- Notices of Assessment
- Receipts and donation slips
- Bank and investment statements
- Business records
Ready-made forms
- Personal tax return checklist
- Small business client intake
- Client details and consent to collect
Edit them or build your own. Starting points, not legal advice.
One link per client
Clients upload everything in one go, from their phone or computer.
Reminders that chase for you
Clients get a reminder before their link expires.
Deleted after filing
Documents don’t pile up in email; they’re deleted once you’ve saved them.
How it works
- You send a linkEmail or text
- They uploadAny phone, no app
- ScannedMalware check
- You downloadOne zip + answers PDF
- DeletedAfter you file it
Book a 15-minute demo See pricing
Questions
Can clients upload many files at once?
Yes — up to 10 files per link (PDFs or photos, 20 MB each); send another link for more.