You request documents over email, they trickle in one at a time, and you have no clean way to see who still owes you what.
Requesting, receiving, and organizing client documents by hand is a tax-season time sink. CPA Buddy sends secure requests, reminds clients automatically, and shows you exactly what is still outstanding.
Every back-and-forth email is unbilled time, and every late document pushes a return closer to its deadline. Multiply the "just following up on those documents" emails across your whole client base and it is days of your year spent chasing instead of doing the work.
Specify what you need and send the client a secure upload link. No account, no password, no fiddling with attachments on their end.
Outstanding requests send automatic reminders, so you stop being the one who has to follow up again and again.
Every request tracks through Pending, Partial, and Complete, so a glance tells you which clients still owe you what.
Uploads are filed against the right client and engagement automatically, with version history — no shared-drive sorting afterward.
Automated reminders replace the manual follow-up emails that eat your week.
Documents arrive in one place, organized and versioned, instead of scattered across inboxes and folders.
When documents come in on time and organized, the actual work starts sooner and deadlines stop sneaking up.
Explore the capabilities that make this solution work.
No. Clients receive a secure, token-based upload link and submit files without creating an account or remembering a password. The system tracks what arrives and what is still outstanding.
Document requests send automatic reminders for outstanding items, so following up is no longer a manual task you have to remember.
Uploads are filed automatically against the correct client and engagement, with full version history — so you never sort a shared drive after the fact.
Yes. Every request tracks through Pending, Partial, Complete, and Expired statuses, so one dashboard shows exactly which clients still have outstanding items.
Replace the follow-up emails with secure requests that chase for you. Start your 30-day free trial — no credit card required.
30-day free trial. No credit card. No IT or consultant required.
