Secure document collection
Stop chasing clients for documents.
Send a secure request link, clients upload files directly — no account needed. Review, approve, and export complete packages. Automated reminders chase for you so you don't have to.
- Mandatory MFA
- Malware-scanned uploads
- EU data region
- Tenant isolation
The problem
The follow-up grind ends here.
Most firms collect documents over email. It works — barely — until it doesn't.
Endless email threads
Back-and-forth chains asking for one more statement, one more form — every engagement.
No visibility on what's missing
You never know which client hasn't uploaded yet until the deadline is already close.
Manual reminder loops
Chasing clients individually drains hours your team should spend on real work.
How it works
Five steps. No chaos.
A focused loop purpose-built for professional document collection.
Request
Create a checklist of required documents and send one secure link to your client.
Upload
Clients upload files directly — no account or password required.
Review
Staff review each file, approve or flag for resubmission, all in one place.
Remind
Automated reminders nudge clients on outstanding items — you set the schedule.
Export
Download a complete, organised package when everything is approved.
Security
Built for sensitive documents.
The firms that use NeuDocs handle tax returns, financial statements, and legal filings. We treat that seriously.
- Self-hosted malware scanning on every upload — files are checked before any staff member can access them.
- Postgres row-level security isolates each firm's data at the database level.
- Private object storage with short-lived signed links — no public file URLs, ever.
- Append-only audit log. Firms can request full data deletion and we honour it.
Pricing
Simple, per-seat pricing.
14-day free trial, no card required.
Solo
For a solo practitioner
$29/mo
- 1 staff seat
- 25 active requests
- 3 templates
Growth
For a growing firm
$79/mo
- 5 staff seats
- 200 active requests
- Unlimited templates
Firm
For an established firm
$199/mo
- 20 staff seats
- Unlimited active requests
- Unlimited templates
Start collecting documents the calm way.
14-day free trial. No credit card. Cancel any time.