Client document collection software

Stop chasing clients
for documents.

Send a checklist. Clients upload without creating an account. You track progress. Built for accountants, bookkeepers, law firms, brokers and advisors — anyone whose work stalls waiting on paperwork.

No credit card required · then $7.99/month flat, cancel anytimeSee how it works ↓
Unlimited clients on one flat planNo client login — just a linkAutomatic reminders until everything lands
See it in action

From chaos to calm in 2 minutes

How it works

How to collect documents from clients in three steps

1The problem

Your inbox looks like this

Scattered threads, missing attachments, clients replying to the wrong email. You spend more time chasing docs than doing taxes.

mail.google.com
Inbox12 unread
Sarah Johnson2m
Re: Re: Re: Tax documents
Sorry, which W-2 did you need again? I attached...
Mike Chen1h
Re: Missing 1099
I think I sent this last week? Check spam maybe...
Lisa Park3h
Quick question
Can I just take a photo of the receipt or do you...
Tom Williams5h
Re: Re: Documents needed
Which email should I send the W-2 to? The one from...
Sarah Johnson1d
Fwd: Fwd: Bank statement
My bank sent this, is this what you need? Also do...
mail.google.com
ClientBrief
ClientBrief
noreply@clientbrief.net
Just now
Your tax document checklist is ready

Hi Sarah, your accountant has prepared a document checklist for your 2025 tax return. Click below to see what's needed and upload directly.

View my checklist →

No account needed · Secure upload · Takes 5 min

2The fix

Send one clean email

Your client gets a beautiful checklist link. No login, no confusion. They see exactly what's needed and upload in minutes.

3The result

Track everything in one place

See who's done, who's missing what, and send automatic reminders — all from a single dashboard. No more follow-up emails.

app.clientbrief.net/portal
J
Sarah's Tax Checklist2 of 4
W-2 from employer
1099-INT bank interest
Mortgage statement (1098)Upload
Charitable donations receiptUpload
app.clientbrief.net/dashboard
Client progress3 active
Sarah J.
100%
Mike C.
75%
Lisa P.
50%
Send reminder to incomplete
Features

Everything a document collection tool needs. Nothing else.

Live dashboard

See who's done, who needs a nudge — everything at a glance.

Client progress3 active
Sarah J.
100%
Mike C.
75%
Lisa P.
50%
Send reminder to incomplete

Client portal

A clean upload page. No login required for your clients.

W-2 uploaded

Auto-reminders

Automatic email nudges until all documents land. Set it and forget it.

Secure uploads

Bank-level encryption. Files accessible only to you and your client.

Stop the follow-up emails

No more 'did you send that yet?' threads. Reminders go out on their own.

By industry

Document checklists for your profession

Every profession chases a different set of documents. Each page below has the standard checklist for that work, ready to send.

All industries →Compare software pricing →Tool comparisons →Software reviews →
Testimonials

Loved by client-facing firms

"Tax season used to be 40% doing taxes and 60% chasing the same documents. ClientBrief eliminated that entirely."

Solo tax preparer

120+ clients

"ClientBrief completely changed how we onboard clients. What used to take days of back-and-forth emails now takes one link and five minutes."

Pricing

Document collection software pricing, without the per-user math

14 days free. Then $7.99/month. Cancel anytime.

ClientBrief

$7.99/mo

Everything you need to manage client documents.

  • Unlimited clients
  • Unlimited checklists
  • Auto-reminders
  • Priority support
  • Secure file storage
  • CSV client import
FAQ

Common questions

No. They click the link in your email, see their checklist, and upload directly. No signup, no password.

Yes. All files are encrypted in transit and at rest. Only you and your client can access uploaded documents.

PDFs, images (JPG, PNG), and common document formats. Clients can also photograph documents on mobile.

Yes. Save any checklist as a template and send it to as many clients as you need with one click.

You'll be asked to add a payment method. If you don't, your account pauses — no data is deleted.

Absolutely. Accountants, lawyers, mortgage brokers, and consultants all use it for any document collection workflow.

When a client has outstanding items, ClientBrief sends them a gentle email reminder. You set the frequency — daily, every 2 days, or weekly.

Ready to stop chasing documents?

No credit card required