Document collection for advisory firms
Stop chasing the one document they always miss.
Build a precise checklist — the revocable trust, the IRA ending in 4471, last year's 1040 — send one secure link per person, and watch each line turn green as it arrives.
Recipients never create an account — they open their link and confirm a one-time code.
Estate review — Whitfield Family Trust
Revocable Trust
Legal · Executed copy
IRA Statement
Schwab · ••••4471
- Awaiting
Tax Return (1040)
Tax · 2024
- Awaiting
Life Insurance Policy
Insurance · Northwestern
Line-item checklists
Request a document type, custodian, account number, and subject — Legal, Tax, Investment, Insurance — so nothing is guessed at.
Turns green on arrival
Each item auto-completes the moment its file lands and slides into the completed section. No confirmation step to forget.
Nothing sits in an inbox
Files go straight to private encrypted storage. Links alone are useless: every recipient must confirm a one-time code.
Per-recipient access
The CPA, the attorney, and the client each get their own link. Revoke any one of them instantly without touching the others.