Client documents.
Collected on time.
Client checklists, precise reminders, and private upload pages. Coming soon to Australian accounting teams, with local deadlines built in.
Coming soon to Australia Live in New Zealand
New Zealand product shown. Australian deadlines are in development.
From request to received.
The document collection workflow coming to Australia. Request, follow up, and collect in one place, with every file connected to the right client and period.
Set up for
your business.
When Australia launches, we’ll take care of the setup and help your team get started.
Join the waitlistYour workspace
Configured around your business and how you collect documents.
Your clients
Added with their document requirements in place.
Your team
Guided through checklists, reminders, and client uploads.
Common questions
When will it be available in Australia?
We’ll open once Australian deadlines are built and tested. Join the waitlist and we’ll email you when Australian businesses can sign up.
Will it handle BAS and PAYG withholding?
BAS and PAYG withholding deadline rules are in development for the Australian launch.
Do clients need an account?
No. Each client uses a private upload link and confirms a code sent to their email. There’s no password to remember or app to install.
Can we review reminders before sending?
Yes. You can preview each email and send it yourself. Automatic sending is optional, and reminders only include documents still outstanding.
What does the setup include?
At launch, we’ll configure your business’s account, add your clients, and onboard your team.
How do private upload links work?
Clients confirm an email code before uploading. Links expire after 30 days and can be switched off. Uploaded files are checked on arrival and filed against the correct checklist item.
Have another question? Talk to our team
Be first to know.
Australia is next.
We’ll email you when Australia opens.
Join the waitlist for launch updates.