ClientCollect gives every client a secure client portal — one link, no account to create, and a branded upload experience that works on any device. They see exactly what to send, and finish in minutes.
Your client clicks a secure link and confirms their identity with a one-time code sent to their email — no sign-up form, nothing to remember. It works the same on a phone at the kitchen table or a desktop at the office.
Your logo and colours on your own subdomain, so clients see their accountant or advisor — not a third-party tool.
Documents move through an encrypted client portal with a full audit trail — never as plain email attachments.
Everything you share back — filed returns, engagement letters, reports — lives in one place clients can download anytime.
Clients message you on the exact item they're stuck on, so nothing gets lost in a thread.
A quick walkthrough of the client portal — the experience your clients get from one secure link.
Send your first request in under five minutes and see the client portal for yourself. Free for 14 days, no card required.