Wrong documents
Clients upload paystubs, last year's forms, account summaries.
Your clients upload
the wrong documents.
The Onboarding Tool validates every file the moment it lands -and tells clients exactly what to fix. Correct documents reach your Drive, already named right.
The problem every accountant knows
Unusable filenames
IMG_4471.jpg needs manual rename before any real work.
Email loops
You email the client, they reply in 3 days, wrong file again.
How it works
1
You send a link
One unique URL per client, no login required.
2
AI validates on the spot
Document type, tax year, legibility checked in seconds.
3
Correct files land in your Drive
Standardized names, no renaming.
Before, and after.
BEFOREAlice Johnson / 2025
→ Accountant renames, emails client, waits
AFTERAlice Johnson / 2025
→ Accountant opens Drive, ready to work
Your Drive could look like this.
Request accessSee it in action
Upload the right document and it lands in Drive, already named correctly. Upload the wrong one and the client gets instant feedback.
Try it yourself
What accountants are saying
“I used to spend the first two weeks of tax season just chasing documents and renaming files. The Onboarding Tool completely eliminated that.”
“My clients actually upload the right documents now. The AI catches everything -wrong year, paystubs instead of W-2s. It's like having an extra staff member.”
“Setup took 10 minutes. Within a week my Drive was full of correctly named files and I hadn't sent a single 'wrong document' email.”
Ready to join them?
Request access