Use casesAccounting firms

Every client's documents, without the chase.

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.

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Collect December bank statements, last year's tax return, and expense receipts from our 80 clients by January 31.

  • A checklist for each client
  • Reminders only about what is missing
  • Every file in one place

The old way

  • A document list in an email, and replies over weeks
  • Files in email, portals, and paper
  • A spreadsheet of who sent what, updated by hand

With AllBack

  • One link for each client, with every document to upload
  • Clients stop and continue later. Their uploads stay
  • A live list of which client still owes which document

What you collect

Bank statementsTax returnReceiptsInvoicesPension statementWhat changed

Change any question. Your AI builds the form from what you say.

  1. 1Give your AI your client list and the documents you need.
  2. 2Each client uploads their files on their own link. The late ones get a reminder.
  3. 3Download every file, and see who still owes what.

Questions

Do my clients need an account or a portal login?

No. Each client opens their own link. There is no sign-up and no password.

Is it safe for tax documents?

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.

Can I send it again next year?

Yes. Ask your AI to send the same form to the same clients. Their names and emails are prefilled again.

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Make this form, change what you want, and send it when you are ready.

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