One recurring checklist for every client — bank statements, receipts, payroll, invoices. They upload as the month closes while you reconcile instead of chasing.
Every month the same routine: emailing five clients for the same missing statement. ClientCollect turns your close into a recurring checklist clients actually finish.
Automatic reminders collect each client's documents on time — the median request is finished in minutes, not days of back-and-forth.
Each item says exactly what you need — "all pages of the statement, including the summary page" — so you stop re-asking.
Bank and card statements move through an encrypted portal with an audit trail — not scattered across inbox attachments.
Multiple companies or accounts per client — separate checklists, one clear picture of what's still outstanding.
Reuse the same checklist every period. Staged requests release monthly, quarterly and year-end documents exactly when you need them.
Everything to reconcile the month.
The numbers behind each pay run.
What the quarter-end needs.
Final documents to close the books.
Tell Colette "monthly close, retail client, two bank accounts and payroll" and she drafts the recurring checklist — stages, items, plain-English descriptions and all.
Your clients run businesses, not filing systems. The portal makes their monthly upload effortless — no login, no PDF wrangling, no "which statement was that."
Client financials are sensitive business and personal data under GDPR. ClientCollect protects every statement and receipt from the first upload.
Bank statements and payroll never travel as plain email attachments.
Who requested, uploaded, viewed and accepted each document — ready for any review.
Privacy notices and GDPR-compliant e-consent captured before the first document is shared.
Firm owners manage settings, billing and team access, with passwordless sign-in for everyone.
"The close used to start with three days of chasing statements. Now the checklist goes out automatically and the documents are waiting when I sit down to reconcile."
Send your first recurring checklist in under five minutes. Free for 14 days, no card required.