Tax & Accounting

Collect client tax documents — without chasing emails

Send one secure link per client. They upload tax returns, receipts, and financial statements on their own schedule. You track everything from one dashboard.

EU-HostedAll data stored on Hetzner servers in GermanyGDPR CompliantFull compliance with EU data protection regulations including DPATLS EncryptedAll connections secured with TLS 1.2+ encryptionAntivirus ProtectedEvery uploaded file is automatically scanned for malware2FA ReadyOptional two-factor authentication via authenticator appsFull Audit TrailEvery upload, reminder, and status change is logged

The problem

Clients forget to send documents

Tax season means dozens of follow-up emails per client. Important documents slip through the cracks, delaying filings.

Sensitive files sent via insecure email

Tax returns, bank statements, and identity documents arrive as unencrypted email attachments scattered across inboxes.

No visibility into what is missing

Without a centralized tracker, you spend hours cross-referencing spreadsheets to figure out who still owes what.

Deadline pressure with no leverage

Filing deadlines are firm, but you have no automated way to escalate urgency as the date approaches.

The solution

Checklist-based collection

Define exactly what you need from each client. They see a clear list and upload files one by one.

Escalating reminders

Automatic reminders get progressively more urgent as the deadline approaches. You never send a follow-up again.

Secure magic links

Each client gets a unique, SHA-256 hashed link. No accounts, no passwords, no app to install.

Real-time progress tracking

See who has submitted, who opened their link, and what is still missing — across all clients at a glance.

See it in action

This is what your clients experience — a simple, secure upload portal.

Client upload portal

Secure upload portal

Request from Apex Accounting

Q1 2025 Tax Documents

Due Mar 15, 2025

W-2 / 1099 formsUploaded
Prior year tax returnUploaded
Business expenses summaryUpload

Audit trail

Audit trail

Sarah Chen Uploaded W-2 / 1099 forms

Today, 2:14 PM

Sarah Chen Opened magic link

Today, 2:12 PM

FolioDoc Sent reminder to James Wilson

Today, 10:00 AM

Maria Garcia Uploaded lease agreement

Yesterday

FolioDoc Request created by you

Yesterday

How it works

1

Create a document request

List the documents you need (tax returns, bank statements, receipts) and set a filing deadline.

2

Add your clients as recipients

Enter client email addresses. Each receives their own secure upload link — no account needed.

3

Clients upload at their own pace

Clients open the link, see the checklist, and upload documents one by one. FolioDoc sends automatic reminders.

4

Track progress and download

See real-time status for every client. Download files individually or as a ZIP archive. Export a CSV report.

Why FolioDoc

  • Saves hours of follow-up emails per client
  • Clients submit documents in under 5 minutes
  • GDPR-compliant with EU-hosted infrastructure
  • Automatic escalating reminders until deadline
  • Secure links — no accounts or passwords for clients
  • Full audit trail with timestamped submissions

Learn more about FolioDoc

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Ready to stop chasing documents?

Create a free request and see what your clients experience. No credit card required.