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Document collection & client portal for accountants.
Accountants and bookkeepers use Clustdoc to automatically collect and review documents and invoices they need from clients.
Trusted by companies in 78+ countries
Always gather the right documents on time
Clustdoc has been built to provide you with a powerful document and client portal without needing to hire a developer. No need to chase clients for documents anymore.
Annual tax return
Gather files, statements and tax documents from clients to prepare for annual reports.
Client onboarding
Use Clustdoc to welcome new clients and receive the initial information you need before you start working with them.
Company formation
Help clients register their business in no time with a smart checklist to walk them through the process.
Business due diligence
Shorten due diligence processing times by streamlining document collection workflows.
Receive documents on a client portal
Build your automated document collection portal so your clients know exactly where to go to submit invoices, receipts and tax documents.
You can communicate securely with clients from your admin interface and schedule automated follow-ups via email or SMS.
Review, approve or comment on files
Handle each client submission with a few clicks from your admin interface. The information you collect is always sorted to help you focus on what matters. Your team can also discuss what are the next steps and tag each others in private conversations.
- Approve files or request changes
- Collaborate with teammates
- Process client files from your mobile
