Tax return completed. Kudos!

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

Export all your data anytime

Export the data, messages, signatures, and files you collect to your other apps or automatically synchronize Clustdoc with your Cloud storage solution.

Simplify your document collection

Collect, review, approve and organize client paperwork in one secure place. You can get started within minutes using our ready-to-use templates.

Sumeet

Shared on June 2020

We're quite happy since using it and even our Clients too loving Clustdoc. The client onboarding is quite simple and easy. Plus they're providing the Digital Signature feature as well.

Parag

Shared on June 2020

Clustdoc is one of the best investment I have made. This document service has a long term value given the global remote working trend and it's a huge time saver & productivity tool.

Leonardo

Shared on November 2019

Clustdoc is a essential tool for anyone that want to improve any kind of process. We use it mainly for onboarding and to automate this process. If you have a business, you need this!

Flexible. Secure. Professional.

Simplify your document workflows, delight your customers.