Tax season without the document chase
Clients upload their financial documents in one place. You stop sending reminders.
Why FileDrop works for accountants
- Request bank statements, invoices, receipts, and tax forms in a clear checklist
- Clients upload directly. No email attachments to organize.
- Track which documents arrived and which are still pending
- Know when a client's file is complete and ready for processing
How it works
1. Build your checklist
Define what you need: bank statements, medical aid certificates, RA contributions, investment summaries.
2. Send to clients
Each client gets a link to their own upload space. They see exactly what's required.
3. Track completion
See exactly who's ready for submission and who's still gathering documents.
Real scenario
An accountant sends each client a FileDrop in February. The checklist includes bank statements, medical aid certificates, RA contributions, and investment summaries. Clients upload throughout the month. By March, the accountant sees exactly who's ready for submission.
Set it up once, reuse it every time. Build your annual client checklist once. Include common forms clients need (IRP5, IT3, etc.). Adjust per client if their situation differs.
Ready to simplify tax season?
Create your first document request in minutes.