Clients
Client onboarding and document chasingfor businesses in Wagga Wagga and the Riverina
Chasing clients for documents eats hours every week. We build a simple checklist link each client can upload to from their phone, with reminders that go out on their own until the file is complete.
- Good for
- Any business that needs documents from clients
- Connects to
- Email, SMS, your file storage
- Price
- Priced on scope · most builds $2K–$25K
- You stay in control
- A person approves anything that matters
See it work
Mia’s file complete in three days, with no chaser emails
An example with made-up names and numbers, running the way the real system does.
acme.example/upload/mia
Acme Accounting
Hi Mia, 4 documents needed for your tax return
- Photo IDNeeded
- Last year's returnNeeded
- Bank statementsNeeded
- ReceiptsNeeded
MessagesWed 9:00 am
Hi Mia, two documents left for your return. Upload here: acme.example/upload/mia
0 of 4 uploaded
Acme Accounting · client files
0%
Mia
Individual tax return 2025-26
Checklist link sent Mon 9:02 am
Reminder texted Wed 9:00 am, automatically
Mia · 2025-26
- 1photo-id.jpgMon 9:14 am
- 2tax-return-2024-25.pdfMon 9:20 am
- 3bank-statements-2025-26.pdfWed 6:41 pm
- 4receipts-2025-26.zipThu 8:05 am
Ready to start: file complete
Mia's file was complete in three days, and nobody sent a chaser email.
What it does
Built around how you work.
It works inside the software you already run. Nothing gets ripped out.
- Checklist link for each client01
- Uploads from any phone02
- Reminders until it’s complete03
- Files sorted into folders04
- You’re told when it’s ready05
Good for
Who it suits best.
Accountants and bookkeepers
Tax-time documents from every client, by a deadline.
Mortgage and insurance brokers
ID, payslips and statements before an application can go in.
Law firms
Signed forms and ID before a matter can start.
Questions
Things people ask.
Do clients need to download an app?
No. They get a link and upload from their phone or computer.
Where are the documents stored?
In your own file storage, in a folder for each client.
What does it cost?
Every build is priced on scope. Most builds are $2K–$25K, with the price in writing before we start.
How long does it take?
Most builds take 2 weeks to 2 months, depending on scope. You get the timeline in writing with the price.
What happens if it breaks?
We fix it straight away.
Will it work with our software?
Almost certainly. If your software has an API, we connect to it directly. If not, we use its data exports, email or a secure web login. We confirm it in your free audit.
Book your free audit
Let’s find what’s worth building.
We’ll look at what you run today, what it costs you, and what we’d build to replace or upgrade it.
Book your free auditWe take on a maximum of two new builds a month