Everything you need to collect client documents
The free DocsInOrder plugin covers the whole job: build the checklist, send the link, collect the files and review them. Pro adds automation for busy seasons.
Build the checklist once, reuse it all season
Start from a blank checklist or a template, then adjust it for the client.
- Required and optional items, with instructions
- Choose allowed file types per item
- Personal tax and mortgage templates included
- Save any request as your own template
- Add a due date and a personal message
A private page your client can't get lost on
Clients open their link and see your firm name, what you need and what is still missing.
- No client account or password
- Take a photo or upload a file from any phone
- Several files per item, with a list of what was sent
- Links expire; extend them or issue a new one
- Your firm name and logo on the page
Approve or request changes, item by item
Every upload lands on the right item, so nothing gets missed.
- View and download each file
- Request changes with a note the client sees
- "Let your client know now?" sends the email in one click
- Download the whole request as a ZIP
- Activity log of every send, open, upload and review
Every client's progress on one screen
Filter by ready to review, waiting on client or needs changes, and search by client or checklist.
- Progress bar for every request
- Counts of what's open, waiting and complete
- One-click reminder listing what's missing
Included in the free plugin
Checklist builder
Required or optional items, instructions for each one, and the file types you accept.
Reusable templates
Personal tax and mortgage templates included. Save any checklist as your own template.
Magic links
Clients open a private link. No account, no password. Links expire, and you can extend them.
Phone-friendly upload
Clients see what is missing and upload photos or files, several per item.
Accept or request changes
Review each item. Request changes with a note and email the client right away.
Private storage
Files are kept outside public uploads, checked by type and blocked from direct access.
ZIP download
Download everything a client sent in one file.
Activity log
See who sent, opened, uploaded and reviewed, and when.
One-click reminders
Send a friendly reminder listing exactly what is still missing.
Your firm, your words
Your firm name and logo on the client page. Edit every email.
Staff access
Give staff access with one switch. Clients and customers never get admin access.
Guided setup
A setup checklist checks storage, email and links, and shows up in Site Health.
Add Pro when the season gets busy
$99 a year for your site, with a 14-day free trial.
Automatic reminders
Turn on reminders for a request and Pro emails the client until everything is in, then stops by itself.
Change requests emailed instantly
Request changes on an item and the client is emailed straight away with your note.
Upload notifications
Your team hears about new uploads once per client visit, when a request is complete, or in a daily summary.
Our work
Assigned to, our deadline, internal status and private notes your clients never see.
Team levels
Managers see and manage everything. Employees see the requests assigned to them or that they created.
Branded emails
Your logo, brand colour and signature on every email, with a plain-text version too.
Get this season's documents in order
Install the free plugin. Upgrade only if Pro saves you time.