Document collection & client portal for accountants.

Accountants and bookkeepers use Clustdoc to automatically collect and review documents and invoices they need from clients.

Happy customers in 40+ countries

Annual tax return

Gather files, statements and tax documents from clients to prepare for annual reports.

Company formation

Help clients register their business in no time with a smart checklist to walk them through the process.

Client onboarding

Use Clustdoc to welcome new clients and receive the initial information you need before you start working with them.

Business due diligence

Shorten due diligence processing times by streamlining document collection workflows.

Always gather the right documents.

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.

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.

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.

How Autax simplifies the management of the tax preparation process.

Learn how Tax firms use Clustdoc to engage new accounting clients, saving 5 hours per week.

Digital Onboarding for Accounting firms

Discover what other companies say about our client onboarding software.

What I like most is that you can easily create templates to use over and over again but you also have the flexibility to customize single applications using a template first. You can sort incoming applications into folders for better organization and overview of various processes.

Sarah review shared on 11.19

The amount of documentation and data that we need to be not only collected, but organized in a way that provides easy access is staggering. Clustdoc provides a highly customizable solution to this problem that is so commonplace among multiple industries.

James review shared on 04.22

Clustdoc makes systematizing your client onboarding easier than ever. Not only this though, it makes reminding your clients about outstanding items as easy as a click of a button.

Chaz review shared on 06.20

This tool is flexible to use for both our clients and organization to maintain quality standards for information collection and process management. I like the fact that it keeps our on-boarding of new clients focused with information collecting in one easy process.

Joaquin review shared on 01.20

I loved the fact that I can have my clients go to the form, fill it up and log-off and log-in again to continue their update on the form. Something that my clients are struggling when I was using Google forms on onboarding.

Kirk review shared on 11.19

A solution that will save you time and help you keep track of your customer records. You are looking for an efficient and secure 100% online document collection and file verification tool! Then this tool is for you.

Nourredine review shared on 07.20

Flexible. Secure. Professional.

Simplify your document workflows, delight your customers.