Send one link. Your client sees exactly what you need, uploads it all in one place, and the polite reminders go out without you. No client logins, no email archaeology.
60-second setup · no card required · first month free
The Tuesday you know too well
How it works
“Prior-year return. W-2s. 1099s. Bank statements, Jan–Dec.” Type it once — reuse it for every client like them.
Your client opens their private page — no account, no password — and uploads each item right where it’s listed. From their phone, if that’s where the photo is.
Your dashboard shows every client’s checklist filling up. One click sends a friendly reminder listing exactly what’s still missing.
It works both ways
Files land organized under the item you asked for — named, dated, and in one place. Approve each item as it comes in, or bounce it back with a note (“that’s the 2023 one — need 2024”).
Post status updates to the same page — “books closed for March,” “return filed, refund in 2–3 weeks.” Your client checks their link instead of emailing you “any update?”
*Our founding users’ informal count. Yours may be worse.
Pricing
The big practice suites charge per user, per year, after a demo call. ClientLoft is the lightweight version: one price, cancel anytime, set up before your coffee cools.
No card required for the first 30 days. If you do nothing, it simply stops — nothing is ever charged without a card.
Questions
No. Each client gets a private link — they open it and upload. That’s the whole flow. It works on a phone, which is where half their documents already are.
Portal links are long random tokens (unguessable, revocable), everything travels over HTTPS, files are only visible to you, and deleting a client permanently deletes their files. We store the minimum and sell nothing.
Those are full practice-management suites — powerful, priced per user per year, and a project to set up. ClientLoft does one job extremely well: get documents in, get updates out. If you mostly need the portal, you don’t need the suite.
Accountants and bookkeepers are who we built it for first, but anyone who collects documents from clients uses it the same way — attorneys, mortgage brokers, contractors, designers.
$39/month flat (or $390/year), unlimited clients. No card is needed to start, and nothing is ever charged unless you add one.
Set up your first client checklist in the next two minutes.
Start free — no card needed