Stop chasing documents: AI collection portals for CPAs and law firms

For CPA firms in tax season and law firms on every new matter, the work cannot start until the documents arrive. Staff spend hours sending reminder emails and searching inboxes for attachments.

A checklist per client

A document collection portal gives each client a checklist of exactly what is needed. They upload from their phone. The checklist updates as items arrive.

Reminders that stop when they are done

The app sends polite, timed reminders for missing items only, and stops as soon as the checklist is complete. Staff see at a glance which clients are ready and which are blocking.

Built on sup3rapp, the portal uses your own checklist per engagement type, so a tax return, an estate plan and an immigration case each ask for the right things.