01
Firm clients
Keep one shared client list for the firm instead of separate employee views.
For accounting and bookkeeping firms
Stop chasing client documents through email.
Collect, track, and manage client documents from one shared firm workspace. Clients get a simple upload portal while your team sees what is missing, received, overdue, rejected, or complete.
Workflow
One request workflow for the whole firm.
Four steps from request to complete. Same workspace, same status view, no email threads.
Create the client
Add the client once, then keep every request and upload tied to the right firm relationship.
Send the request
Build a clear document list and send one upload link instead of starting another email thread.
Client uploads
Clients open the portal, see the checklist, and upload files from their phone or computer.
Your team tracks status
Team members can review uploads, reject the wrong file, send reminders, and close the request when it is complete.
Features
Built for the work between the request and the deadline.
ClientReady keeps the everyday collection loop in one place: who the client is, what you asked for, where they upload, and what your team still needs to finish.
02
Document requests
Create request lists for each client and keep every item tied to the right client relationship.
03
Client upload portal
Give clients a focused page for the files you need, without asking them to make an account.
04
File status tracking
Track missing, received, overdue, rejected, and complete documents from one shared view.
05
Team visibility
Everyone working in the firm workspace sees the same request progress and recent upload activity.
06
Reusable templates
Start from document lists your firm collects often for tax season, monthly close, cleanup, or onboarding.
Resources
Compare document collection workflows before you switch.
Read practical guides for replacing scattered email threads, shared folders, and spreadsheets with a clearer document request workflow.
Solo, team, or multi-firm
One model. Three shapes of practice.
A firm workspace is the shared place where the work lives. The same model fits a single bookkeeper, a partner with staff, and someone who runs more than one practice.
01
Solo
One person, one workspace.
Your firm workspace is simply your practice. Sign in, add clients, send requests, review uploads. No team setup, no role configuration, no switchers.
02
Firm with a team
Everyone sees the same firm.
Partners and staff share one client list, one set of requests, and one status view. Roles decide who can change settings, billing, or the client roster. No teammate has to copy a spreadsheet from someone else.
03
Across firms
Switch firms without crossing wires.
If you handle document collection for more than one practice, the active firm workspace keeps each firm’s clients, requests, and uploads cleanly separated.
FAQ
Questions firms ask before they try ClientReady.
Clear answers to the key questions firms ask before moving their client document requests workflow.
Q1Why do firms use ClientReady instead of email?
Email is fine for one-off files. ClientReady gives every client one request checklist, one upload link, and one status view so your team can see what is still missing without searching threads.
Q2What changes for clients?
Clients open a focused upload portal, see exactly what you asked for, and send files from their phone or computer without creating an account.
Q3What changes for the firm?
Staff share one view of missing, received, overdue, rejected, and complete documents. That makes handoffs easier during tax season, monthly close, cleanup work, and client onboarding.
Q4Can we start with one client?
Yes. Start with one real request. If it helps you stop chasing that packet through email, roll it out to the next clients and reuse the same workflow where it fits.
Q5Do we have to rebuild the document list for every client and every season?
No. Once you build a document list for a common workflow, you can save it as a template and reuse it for the next client or the next season. Tax intake, monthly close, cleanup, and onboarding all use the same request and tracking system.
Q6What happens when a client sends the wrong file?
Your team can reject an incomplete, incorrect, or unreadable upload while keeping that requested item open. The client can send the corrected file and the firm can still see that the item is unresolved.
Q7Does ClientReady replace practice management software?
No. ClientReady focuses on the document collection workflow: requests, uploads, status, reminders, and review. It can sit beside the systems your firm already uses.
Q8How do reminders fit into the workflow?
Reminder emails point clients back to the same request link, so follow-up stays connected to the requested items and the firm can still see the current status.
Q9Is ClientReady safe for client documents?
Yes. ClientReady is built for client documents, not casual file sharing. Uploads travel over encrypted connections, documents are stored in secure cloud infrastructure, and access is limited to authorized users in your firm. We also monitor the app, apply security updates, and review our controls regularly. Your firm should still do its own vendor review, but protecting client files is part of the product's job.
Start with one client
Create a firm workspace and send your first document request.
Beta access opens after you confirm your email. Add a client, send the request, and track every upload from the same firm workspace.
Get started
Email confirmation required for beta access