Collect ClientDocuments onAutopilot
The world’s top professional firms trust EasyDoc to eliminate document chasing with automated, intelligent email reminders.
Good day, Mel.
2025 Tax Document Intake
Please upload the requested files below.
Prior Year Corporate Tax Return (Form 1120S)
Year-End Trial Balance & General Ledger
Form 1099-NEC & 1099-MISC Statements
Vendor and contractor 1099 filings for 2024
Depreciation Schedule & Asset Additions
Receipts or invoices for equipment purchases exceeding $2,500
Trusted by firms around the world.
Over 200+ partner-led practices and professional firms eliminate manual document chasing with EasyDoc's automation engine.
Mitchell & Cooper
Simpson & Partners LLP
Mercer & Hole
Armstrong Watson
Bishop Fleming
Duncan & Toplis
Howard Kennedy LLP
Lewis Silkin Legal
Hill Dickinson
Taylor Walton Solicitors
Harrison Drury
Walker Morris
Brewin Dolphin Advisory
Evelyn Advisory
Henderson Stone Wealth
Quilter Cheviot
Walker Crips Advisory
Charles Stanley & Co.
Proven Impact
Immediate return on time.
From boutique practices to international enterprises, modern professional firms replace awkward manual reminders with intelligent automation.
Firms reclaim up to 14 billable hours per team member each week.
Files are submitted 5x faster than conventional email follow-ups.
Client files and sensitive records gathered on autopilot with enterprise-grade security.
“EasyDoc replaced endless follow-up spreadsheets and uncomfortable reminders with a single automated cadence. Our partners reclaimed 14 hours every single week, and our clients submit their files in days instead of months.”
“Tax season used to be an administrative nightmare of missing documents and unreadable scans. EasyDoc gives our clients a clean, branded checklist with automated reminders. Turnaround dropped from 3 weeks to under 4 days.”
“In private wealth onboarding, client discretion and security are paramount. EasyDoc provides a bank-level portal that high-net-worth families actually praise rather than dread using.”
“During M&A diligence, document checklists can stall deals for weeks. With EasyDoc's automated tracking, we eliminated missing disclosure exhibits and accelerated deal closings significantly.”
“Audit prep used to mean playing email detective all morning. With real-time file validation and automatic reminders, our audit teams walk into every engagement with 100% complete files.”
“Instead of sending seven follow-up emails that make us look disorganized, clients receive one clean notification with an encrypted upload link. It has elevated our entire client experience.”
The Autopilot Engine
Document collection, automated end-to-end
Three simple steps replace hours of weekly email back-and-forth. Clean, professional, and effortless for both your team and your clients.
Define your checklist
Create documents you want to collect in minutes. EasyDoc generates a password-protected link and sends it to your client via email for zero login barriers.
Email reminders on autopilot
EasyDoc sends respectful, timed email reminders until all required files are received. Never manually chase a client again.
Ready notifications
You'll get email notifications when all documents have been uploaded by your client.
Put your document collection on autopilot.
Complete client documents in days, not weeks.
Transparent Investment
Predictable pricing.
Reclaim up to 14 billable hours every week per team member. Choose the cadence that fits your firm with zero hidden fees.
EasyDoc Pro
The complete automated intake engine for professional firms.
Billed monthly. Cancel anytime with zero commitment.
Instant setup in 5 minutes · No credit card required
Everything included:
- Unlimited document collection
- Automated email reminders
- Password-protected collection links
- Zero-login client upload
- Custom firm branding
- Ready notifications when all documents collected
- Military-grade encryption (256-bit AES encryption)
- Priority support
Clear Answers
Frequently asked questions
Q:Do our clients need to create an account, log in, or install an app?
Never. EasyDoc generates a secure, password-protected link sent directly to your client. Clients can drag-and-drop files from any mobile phone, tablet, or desktop with ease.
Q:How do automated email reminders work?
EasyDoc sends respectful, timed email reminders on autopilot until all required documents are uploaded. The email reminders are sent daily.
Q:How secure is EasyDoc with sensitive client files?
All files and data are encrypted in transit and at rest using military-grade 256-bit AES encryption. Upload links are password-protected.
Q:How will we know when a client finishes uploading their documents?
You will receive a ready notification via email as soon as all requested files have been uploaded by your client. You can also view live submission progress on your firm dashboard anytime.
Q:Can we customize the upload portal with our firm's branding?
Yes. EasyDoc Pro includes custom firm branding so your upload portals display your logo, firm colors, and professional contact details for a fully branded client experience.
Q:What file formats and sizes are supported?
EasyDoc supports all standard document, spreadsheet, and image formats, including PDF, DOCX, XLSX, JPEG, PNG, TIFF, and HEIC, with generous file size limits designed for large scans and multi-page records.
Q:What is included in the 7-day free trial?
You get unrestricted access to EasyDoc Pro for 7 full days. No credit card is required to get started. You can create checklists and test live client collections risk-free.
Q:Can we switch between monthly and annual plans?
Yes. You can start on the monthly plan ($99/mo) and switch to annual billing ($999/yr) at any time to unlock the 2-month discount with automatic prorated credit.
Q:What happens if we cancel our subscription?
There are zero lock-in contracts or cancellation penalties. If you cancel, your account remains active until the end of your paid billing period, and you retain full access to export all collected files.