Cut client follow-up time in half.
No more lost emails or clients forgetting their documents. Give your clients a secure, user-friendly portal to drop files, and follow up with them automatically. Designed by a finance insider, for accountants.
The end of the collection headache
Document collection is the number one cause of margin loss for an accounting firm. By automating this step with an ultra-simple tool for your clients, your team can finally focus on review and consulting.
Relances Automatiques
Automated follow-ups for missing documents.
Dépôt Ultra-Simple
Simple document upload via mobile or PC.
Sécurité & RGPD
Highly secure architecture (GDPR compliant).
Satisfaction Client
Built-in client satisfaction measurement (NPS).
Le Processus
1. Centralization
A single place for your clients to drop invoices, bank statements, and contracts.
2. Real-time tracking
A dashboard for the firm to see incomplete files at a glance.
3. Automation
Scripts send personalized reminders to late clients, with zero manual intervention.