The Client Document Portal for Accountants Your Clients Will Actually Use
Send one secure link per client. They upload their documents — no account, no password. You always know exactly what's still missing, all year round.
Start Free — No Credit Card RequiredFree for up to 3 clients. Upgrade anytime.
Does this sound familiar?
- Client files scattered across hundreds of email threads, all year long
- PBC lists, engagement letters, and supporting schedules living in inboxes instead of files
- Hours lost asking "did the client send this yet?" — for every client, every quarter
- Audit and review requests turning into archaeology digs through old attachments
- Nothing in one place when a partner asks for a status update
How it works
Send your link
Create a private, secure upload portal for each client in seconds. List the documents you need: engagement letter, trial balance support, bank statements.
Client uploads
They open the link on any device and upload. No signup, no password, no app — the friction that kills portal adoption is gone.
Stay organized year-round
Every file is stored securely and sorted by client automatically. Your dashboard shows what's outstanding across your entire book of business.
Why it works for you
One dashboard shows every client and what's still missing — no more status meetings about document collection
PBC and support requests tracked against what has actually arrived
Each client gets a private, access-controlled link — nothing ever mixes between clients
Works year-round: onboarding, quarterly reviews, and audits — not just busy season
Questions, answered.
Can I use Kredofy outside of tax season?
Yes. Firms use it year-round for client onboarding, quarterly document requests, PBC lists, and audit support.
How do I know what's still outstanding across all my clients?
Your dashboard lists every client and exactly which requested documents are still missing — one glance covers the whole practice.
Is each client's information kept separate?
Yes. Every client gets their own private upload link, files are organized by client, and access is limited to you alone.
Do clients need any training?
No. They open the link and upload from any device. No login, no password, nothing to install.
What do the plans cost?
Free for up to 3 clients. Solo is $12/month for up to 25 clients; Pro is $29/month for unlimited clients. Unlimited document requests on every plan.
Every client. Every document. One dashboard.
Stop digging through email threads. Start free today.
Start Free — No Credit Card Required