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This is all your client sees.

From the email to the last file in, in four moments. Your client never makes an account.

Sample data. Your logo and your practice’s name sit at the top of your clients’ page.

No login. No app. No password.

The link arrives by email. It opens in the phone’s browser and the camera opens directly. Your logo and your name sit at the top.

  • Plain words: “Bank statements for August”, never “Item 1 of 8”
  • Says “I don’t have this” with a short reason
  • Reminders stop the moment the last item is in

Close next month without sending a single reminder.

14-day free trial. First client set up in 5 minutes.Start free trial