The client portal for accountants — without the logins.
Stop chasing clients for documents. Request the W-9, the ID, the prior return — clients upload them through one link with no account and no login, and you see at a glance what’s still missing.
All links
3 activeThe problem
You spend more time chasing documents than doing the work.
A client swears they already sent the W-9. The prior return is buried in an email thread. Three people still haven’t uploaded a thing. Every missing file is another follow-up email — and another reason you look less organized than you actually are.
Request, collect, and track client documents — no logins.
Request & collect — no client login
Send one upload link and clients send back exactly what you asked for — no account, no login, no app. leveair sends the reminders, so you're not the one nagging.
See what's still missing
Know who's uploaded, who hasn't, and what's outstanding — across every client — without digging through your inbox or re-asking the same three people.
Never miss a renewal
Track every client's COI, license, and engagement-letter expiry. leveair warns you before it lapses, so you reach out first and look a step ahead.
Update it — or take it back — anytime
Sent the wrong version? Update it and every link already out shows the current file. Need to pull a sensitive document back? Revoke access anytime, even after a client opened it.
Clients judge you by how organized you are.
The firm that sends one clean link and never has to nag looks like the one that has it together. The one chasing attachments and re-asking for the same form looks like the one that doesn’t. Stop chasing — and look like the pro you already are.
Questions, answered
Will my clients actually upload their documents?+
Yes — that's the whole point. They get one link, open it in a tap (no login, no account), and upload exactly what you asked for. leveair sends the reminders, so you're not the one chasing them.
How do I collect tax documents from clients?+
Send a single upload link — or request specific items like a W-9, ID, or prior return. Your client opens it in their browser with no account and no login, and uploads. You see what's arrived and what's still missing at a glance, and leveair sends the reminders for you.
How is this different from Google Drive or Dropbox?+
Drive and Dropbox store files. They don't request documents, show you what's still missing, remind clients, track renewals, or let you take a file back. leveair runs the whole collection workflow — not just storage.
Do I need a full platform like TaxDome or Canopy?+
Not for this. Those are full practice-management suites you pay a lot for. If you mainly need to collect, track, and keep client documents current, leveair does that one job well, free to start (Pro is $49/month).
Do my clients need to create an account?+
No. They open your link in their browser and upload — no login, no app to install. For sensitive files you can require a one-time email check before the link opens.
Is it secure enough for tax documents?+
Yes. You decide who can open each link, can require a one-time email verification, set links to expire, and revoke access anytime — even after a client has opened it. Sensitive paperwork stays in your control, not loose in an inbox.
How much is it?+
Free to start — unlimited branded links and you see every open, no credit card needed. Pro is $49/month (or $490/year, two months free) and adds your logo on every link and email, AI that tracks each document's dates, more storage, and multiple organizations.
Stop chasing client documents
One link you control — opened in a tap, with no login for the people you send to.
Start free