ClientCollect turns the messy email chase for tax forms, IDs and signed paperwork into one clean checklist your clients actually finish — with a portal they don't need a manual to use.
Set up a request once, send a link, and watch documents come in — reviewed and organized, not buried in your inbox.
Add the files, questions and forms you need — start from a saved template, or just describe it and let Colette, your AI assistant, draft the checklist for you.
Item types & templatesThey open a clean, guided checklist — no account to create, no app to download. Each item shows exactly what's needed, with progress they can see.
See the client portalApprove each submission, request changes, or leave a note — all from one view. Automatic follow-ups nudge clients so you never have to chase.
Review workflowStop reconstructing what you asked for across a dozen threads. Every request is a single source of truth — what's outstanding, what's in, and what still needs your eyes.
Colette is the AI assistant inside every request. Tell her what you're collecting — "mortgage pre-approval for a W-2 borrower" — and she drafts the full checklist, ready to review and send.
Branded to your firm, friendly by default. Clients land on a warm welcome and a clear list of what to do — then upload from their phone or desktop in minutes.
Pre-built templates for the requests firms send most — fully editable, ready in one click.
W-2s, 1099s, mortgage interest, filing status and the deductions worth reviewing — the full 1040 document set.
KYC and entity verification — photo ID, EIN letter, operating agreement and a voided check — for every new client.
Bank and card statements, receipts over $75, payroll summaries — everything to close out a quarter cleanly.
The same care your clients expect of you, built into every upload.
Every file is encrypted in transit and at rest. Nothing sits unprotected.
Optional privacy notices clients accept before they share a thing.
Who sent, submitted, viewed and accepted — timestamped, for every request.
Admins and members see only the clients and requests they should.
Set up your first request in under five minutes. Free for 14 days, no card required.