ClientdeskClient document workflows for accountants and bookkeepers
Stop chasing clients for documents.
Request documents, collect secure uploads, and see exactly what is still outstanding from one clear workspace.
Already invited by your accountant?
Open the secure client portal to upload or view your documents.
Replace scattered emails, messages, and shared folders with a simple workflow clients can actually follow.
No card required. Built for accounting and bookkeeping firms of any size.
The document chase is broken.
Before any real client work starts, someone has to gather the documents — and right now that means the same follow-up messages, sent again and again, across whatever channel each client prefers.
Multiple channels
Clients send documents through email, WhatsApp, shared drives, and phone photos — never one place.
Repeated follow-ups
The same reminder gets sent over and over, with no record of who still needs a nudge.
No clear picture
Files arrive without the right context, and there is no single view of what is still outstanding.
How Clientdesk gives the time back.
Clientdesk turns the chase into a repeatable document workflow.
Track every client
See who has uploaded and what is still outstanding.
Keep files organised
Documents arrive with client, category, and request context.
Give clients one place
Clients return to one simple portal instead of scattered messages.
50 clients × 4 request cycles = 200 document collection events a year — Clientdesk makes that workflow repeatable.
One workspace for the whole client document workflow.
Clientdesk gives firms a structured place to collect documents before the accounting work begins.
Invite clients by email
Add a client record and send a secure invite in seconds.
Simple mobile upload portal
Clients upload from their phone or desktop with nothing to install.
Capture category and tax year
Every upload arrives labelled with the context your firm needs.
Track what is missing
See at a glance which clients have uploaded and which files are still outstanding.
All client documents in one place
Browse uploads by client, category, and tax year in one accountant workspace.
Secure short-lived downloads
Download client documents through private, time-limited links.
How Clientdesk works
Request exactly what you need
Create a client record and send a clear, specific document request in seconds.
Client uploads securely
They upload from phone or desktop and choose the right category, with nothing to install.
Track completed and outstanding
See what has arrived and what is still missing, so work moves forward without searching through inboxes.
Not a CRM. Not another file storage folder.
A CRM records the client relationship. Cloud storage holds files after they arrive. Clientdesk manages the workflow that gets clients to submit the right documents in the first place.
Recurring client work turns document collection into a repeating cycle, not a one-off ask.
Firms need a repeatable way to request, receive, and organise client files each cycle.
Clientdesk organises the client-side inputs so the rest of your practice receives clean, complete files.
Built for sensitive financial documents.
Client financial documents deserve better than an email inbox.
Private document storage
Files are never placed in a public bucket.
Firm-scoped access
Only your firm can see your clients' documents.
Client separation
Each client sees only their own uploads, never anyone else's.
Short-lived signed downloads
Download links expire, so files aren't left exposed.
Accountant–client boundary by design
The workspace and the upload portal are deliberately separate experiences.
No sharing sprawl
No forwarding chains, no open Drive folders, no lost attachments.
Not another full practice management suite.
Clientdesk is intentionally focused. It doesn't replace your accounting software, your filing software, or your practice management system. It handles the painful layer in between: getting the documents from your clients.
- —Complex onboarding
- —Too many modules
- —Client portals that feel heavy
- —Not built around document requests
- —One more system to administer
- Quick setup
- Focused document workflow
- Simple client upload experience
- Built for the recurring request cycle
- A calm workspace for your firm
Spend less time chasing. Get client documents sooner.
Give clients a clear request, a secure place to upload, and your team a reliable view of everything still missing.