Collect Client Documents Without the Back-and-Forth
Send one secure link. Your clients upload their documents - no account, no password. Kredofy keeps everything organized and shows you exactly what's still missing.
Start Free - No Credit Card RequiredFree for up to 3 clients. Upgrade anytime.
No Client Account Required
Your clients simply open the link and upload their documents. No signup. No password. No app to install. It just works, on any device.
Every tax season, the same mess.
The old way
- 200 separate email threads
- "Wait, did they already send this?"
- Files scattered across your inbox
- Following up. Again. And again.
The Kredofy way
- One link, sent once, per client
- Always know exactly what's missing
- Every file organized by client automatically
- One dashboard to see who still owes you documents
Three steps. That's it.
Send your link
Create a private, secure upload portal for each client in seconds - no account needed on their end.
Client uploads
They drop in their documents from any device, and you see exactly what's still missing at a glance.
You stay organized
Every file is stored safely and sorted by client automatically - no more digging through email attachments.
Everything you need. Nothing you don't.
A single dashboard shows every client, what's outstanding, and what just came in.
Built for Professionals Who Chase Documents
Bookkeepers
Get recurring statements and receipts from clients without the monthly chase.
Learn more →Built for Sensitive Documents
Private client links
Each client gets their own unique upload link - no one else can see it.
Access-controlled
Only you can view and download the files your clients upload.
Files organized by client
Nothing gets mixed up between clients or lost in a shared inbox.
Links that expire
Upload links automatically expire after a set period, and can be renewed anytime.
Start free. Upgrade when you need to.
Free
- Up to 3 clients
- Unlimited document requests
- Secure file storage
Solo
- Up to 25 clients
- Unlimited document requests
- Secure file storage
Pro
- Unlimited clients
- Unlimited document requests
- Priority support
Questions, answered.
Who is Kredofy for?
Accountants, bookkeepers, and tax preparers who need to collect documents from clients without chasing endless email threads.
Do my clients need to create an account?
No. Each client gets a private upload link - no login, no password, no confusion on their end.
Is my clients' data secure?
Yes. Every file is stored securely and organized by client, with access limited to you alone.
What happens when a client uploads a document?
It appears instantly in your dashboard, matched to the request it fulfills, so you always know what's still outstanding.
How long are client links valid for?
Upload links stay active for 90 days. You can renew a link anytime from the client's page in your dashboard.
What does the Free plan include?
Up to 3 clients, unlimited document requests, and secure storage - no credit card required to start.
Can I cancel my paid plan anytime?
Yes. Cancel anytime from your dashboard. You'll keep your plan's access until the end of your current billing period.
What file types can clients upload?
Most common file types are supported, including PDFs, images, and spreadsheets.
Is Kredofy only useful during tax season?
Not at all. Many accountants use Kredofy year-round for client onboarding, bookkeeping documents, and audit requests.
What if I outgrow the Free plan?
Upgrade to Solo or Pro anytime for more clients - your existing links and files carry over automatically.
Tax season doesn't have to mean 200 emails.
Set up your first client link in under two minutes.
Start Free - No Credit Card RequiredHow's Kredofy working for you?
Tell us what's confusing, what's missing, or what you'd like to see next.