Create a branded upload page, share a link, and get notified when files arrive. No more chasing documents over email.
Free forever · No credit card required
Smith & Associates is requesting files from you
How it works
List the exact documents you need. Clients see a clear checklist.
Send a branded upload page. No app download or account required.
Clients drag-and-drop files. Green checkmarks show progress.
Receive an email the moment a file is uploaded.
Features
Recipients see exactly which files you need. Green for received, red for missing.
Your logo, your colors. Clients see your professional portal.
Branded reminder emails for missing documents. No manual follow-up.
Row-level security. Files upload directly to encrypted storage.
Create a request, customize the checklist, share the link. Done.
Every document organized by request. Download individually or as ZIP.
Built for
“I used to spend 30 minutes per client chasing documents. Now I just send one link.”
Accountant
85 clients during tax season
“My clients love how professional the upload page looks with our branding.”
Mortgage Broker
Pay stubs, bank statements, ID
“No more digging through email threads for that one missing document.”
Lawyer
Case documents, signed forms
“The auto-reminders alone save me hours every week.”
Insurance Agent
Claims evidence, policy docs
Pricing
30 minutes per client chasing documents × 50 clients = 25 hours saved per year. At $100/hr, that's $2,500+ recovered annually.
All for $25/month.