Collect documents from clients online.
Stop chasing clients over email. Send one secure link that asks for exactly what you need — a W-9, an ID, last year's return — and your client uploads it in one tap, with no account and no login. Every file lands organized in one place.
How it works
Request it. They upload it. Done.
Send one request link
Pick exactly what you need and send a single link — no portal to set up, no client account to create. The request says what's outstanding so nothing gets missed.
Clients upload in one tap — no login
Your client opens the link and uploads from their phone or laptop in one tap. No password, no sign-up, no app to download — just the documents you asked for.
Everything lands organized
Each upload arrives logged with who sent it and when, gathered in one place instead of scattered across email threads. You can see at a glance who's still outstanding.
Run an accounting or bookkeeping practice? See the client portal built for accountants — request, collect, and track every client's tax documents without the logins.
Client portal for accountantsQuestions, answered
How do I collect documents from clients online?+
Send a single request link that lists exactly what you need. Your client opens it and uploads the files in one tap — no account, no login. Everything arrives in one place, logged with who sent it and when.
Can clients upload documents without creating an account or logging in?+
Yes. That's the whole point. Your client never makes an account or remembers a password — they open the link and upload. No sign-up friction means far fewer clients stall or never send.
How do I request tax documents from clients?+
Create a request for the specific forms you need — W-9s, IDs, prior returns, EIN letters — and send the link. Clients upload each item in one tap, and you can see who's still outstanding without digging through email.
Is it secure to collect sensitive client documents this way?+
Yes. Uploads come in through a controlled link, logged with identity, instead of as email attachments anyone can forward. You can set the link to expire and revoke access anytime — even after it's been used.
Can I see which clients have sent their documents and which haven't?+
Yes. Each request shows what's been received and what's still outstanding, organized per client, so you chase only the people who actually need a nudge.
How much is it?+
$29 a month, flat — every feature, unlimited links, unlimited clients, no per-seat fees and no annual contract.
Part of document protection
One controlled link for every important exchange
This is one of the jobs leveair does. The same controlled link handles all of them — on one plan.
Stop chasing clients for documents
7-day free trial. No credit card. No annual contract. Cancel anytime.
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