Each client gets their own link with a checklist of the documents you need. AllBack reminds only the clients who are still missing something. You get every file in one place.
No sign-up to try. You confirm your email only when you send.
A real form. Type in it. Nothing is saved.
You say to your AI:
Collect December bank statements, last year's tax return, and expense receipts from our 80 clients by January 31.
AllBack then does the rest:
Give your AI your client list and the documents you need.
Each client uploads their files on their own link. The late ones get a reminder.
Download every file, and see who still owes what.
Change any question. Your AI builds the form from what you say.
No. Each client opens their own link. There is no sign-up and no password.
Uploads are never public, and download links are signed and expire. On Pro and Business, turn on "Verify it is you": the form opens only after a code sent to the client's own email.
Free chases 50 people a month. Pro chases 500 for $15 a month, paid yearly. Reminders do not count.
Use this form, change what you want, and send it when you are ready.