Tax return completed. Kudos!
Accountants and bookkeepers use Clustdoc to automatically collect and review documents and invoices they need from clients.
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.
Gather files, statements and tax documents from clients to prepare for annual reports.
Use Clustdoc to welcome new clients and receive the initial information you need before you start working with them.
Help clients register their business in no time with a smart checklist to walk them through the process.
Shorten due diligence processing times by streamlining document collection workflows.
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.
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.
Collect, review, approve and organize client paperwork in one secure place. You can get started within minutes using our ready-to-use templates.