No logins for your clients
Each client gets a private link. They open it, upload, done. No account, no password, no reset emails. A link works for 7 days, and every reminder carries a fresh one.
For bookkeepers and tax preparers · 14-day free trial · no card
Stop chasing clients for tax documents and monthly statements.
Give each client one private link and a checklist. They upload from their phone, with no account and no password. ClientPulse reminds them until it's done, asks again if they send the wrong thing, and starts the next month's list for you.
Maria Alvarez · Tax docs
2 of 4- W-2 form w2.pdf
- Photo ID id.jpg
- Bank statements 🔁 Repeats monthly Reminder sent
- Mortgage interest ↩ Sent back: need the 2025 form Waiting
What it does
Reminders that stop when they upload
Pick when each reminder goes out. If the client uploads first, the reminder is dropped instead of nagging someone who already did the work.
Wrong document? Send it back
One click and a short note ("this is last year's W-2"). The client is emailed what to fix, and the task reopens until the right file arrives.
The same list, every month
Turn on "repeat monthly" for bank statements and receipts. On the 1st a fresh copy is added and the client is emailed. Earlier months' uploads stay on file.
Nudges for quiet clients
On Premium and above, switch on a nudge for a task and a client who goes quiet is emailed again every 3 days until it's uploaded.
Safe uploads
PDFs, images, Word and zip files up to 25 MB each, stored per client. You see exactly who sent what and when.
Set up one client in a few minutes
1
List what you need
Add the documents for that client and when to remind them.
2
Send one link
The client uploads from their phone. You watch the checklist fill in.
3
Let it follow up
Reminders go out for you, wrong files go back, and monthly lists restart themselves.
Simple pricing
Try Starter free for 14 days, no card. Or buy any plan right away.