To collect documents from clients without chasing them, send each client a personal upload link with the list of what you need. Reminders then go out until every file is in. Email attachments get lost, shared folders get messy, and you never know who still owes what.
Why email and shared folders fail
- Files arrive in many threads, with names like "scan_003.pdf".
- You have no list of what is missing for each client, so you check by hand.
- Clients forget, and every follow-up email is your time.
The steps with AllBack
- List what you need. For example: bank statements, last year's tax return, receipts, and a signed engagement letter. Each document is one upload question, so the client sees a clear checklist.
- Add your clients. Paste names and emails, or a CSV file. Add what you know, such as the company name, so the form is prefilled.
- Send a personal link to each client. Clients need no account and no password. They upload from a phone or a computer, and their progress saves.
- Let the reminders work. AllBack reminds only the clients who are not done, before your due date. Ask "who is still missing?" at any time.
- Get every file in one place. Each answer and file is matched to the client. Download the files, or export everything as a CSV file with file links.
Keep the files safe
- Uploads are never public. Download links are signed, and links in exports expire after 7 days.
- For sensitive documents, turn on "Verify it is you" (Pro and Business): the form opens only after a code sent to the client's own email.
- The data is stored in the EU.
Questions
How large can a file be?
Up to 10 MB for each file, and you can raise the limit to 25 MB. One question can take several files. The total storage depends on your plan.
Can clients sign a document too?
Yes. Add a signature question, or a document that the client must read to the end before they sign.
Is it free?
Yes. Forms and answers are unlimited on the Free plan, with 1 GB of files and reminders for up to 50 people a month.
More guides
How to send a form to a list of peopleSend a form to a list of people in five minutes. Build it, check the preview, add people, and let AllBack remind the ones who forget.How to prefill a form from a spreadsheetPrefill a form for each person from a spreadsheet. People only confirm or fix what you already know. Step by step, with a CSV file.How to send form reminders only to people who have not answeredRemind only the people who have not answered. When to send reminders, how many, and what to write, with the automatic reminders in AllBack.