ClientCollect gives every client a secure client portal — one link, no account to create, and a branded upload experience that works on any device. They see exactly what to send, and finish in minutes.
Your client clicks a secure link and confirms their identity with a one-time code sent to their email — no sign-up form, nothing to remember. It works the same on a phone at the kitchen table or a desktop at the office.
Your logo and colours on your own subdomain, so clients see their accountant or advisor — not a third-party tool.
Documents move through an encrypted client portal with a full audit trail — never as plain email attachments.
Everything you share back — filed returns, engagement letters, reports — lives in one place clients can download anytime.
Clients message you on the exact item they're stuck on, so nothing gets lost in a thread.
Send your first request in under five minutes and see the client portal for yourself. Free for 14 days, no card required.