Stop Chasing Clients for Documents
Send your clients one simple link. They upload their tax documents. You get organized, automatically - no more 200 emails during tax season.
Start Free - No Credit Card RequiredFree for up to 3 clients. Upgrade anytime.
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
- Reminders send themselves
Three steps. That's it.
Send your link
Create a private upload portal for each client in seconds. No account needed on their end.
Client uploads
They drop in their documents from any device. You see it land in real time.
You stay organized
Everything sorted by client, with a clear view of what's still outstanding.
One Link Per Client
Each client gets a private, secure upload portal - no login, no confusion.
Track What's Missing
See exactly which documents each client still needs to upload, at a glance.
Secure & Organized
Every file is stored safely and organized by client - no more digging through email attachments.
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 reasonable technical safeguards applied to protect it.
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 Pro plan anytime?
Yes. Cancel anytime from your dashboard. You'll keep Pro 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 Pro anytime for unlimited clients and priority support - 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 Required