Request · Collect · Complete

Stop chasing.
Start closing.

The document collection platform that runs itself. Send a magic link, get reminders on autopilot, and move every client request from "still waiting" to closed — without sending a single follow-up email.

14-day free trial · no credit card · cancel anytime

// Built for accountants, bookkeepers, and legal firms
// Illustrative · Last 30 days
CL://OVERVIEW
Avg time to closed
14d3.2d
−77%
Completion rate
47%92%
+96%
Follow-ups sent / req
90
auto
Hours saved / week
+18.4hrs · per FTE
+$2.4K/mo
// Activity feed (illustrative)12:42:18 ET
12:41CPA practice · request #4471 closed
12:39Bookkeeping firm · 3 docs uploaded
12:34Legal firm · reminder #2 sent · 6 clients
12:30Bookkeeping firm · request #4470 auto-closed
12:18Advisory firm · client portal opened
// Encryption256-bitAES per file · at rest
// Audit log12 moretention · CSV export · 47 events
// Deletion SLA30 / 60 drequest · cancel · with restore
// Access0client logins · token-only · auto-revoked

A 47% problem.

Forty-seven percent of professional-services deals stall on document collection. Not on price. Not on the work itself. On waiting— for the W-2, the bank statement, the trust agreement, the return-receipt scan that arrived on someone's phone in March and never made it past the camera roll.

The cost is not the missing document. The cost is the fourteen days of average wait time, the nine follow-up emails that draft themselves while you're trying to do the work, and the partner who took three calls last Saturday about the same form. Multiply by eighty active clients. By Q1 of every year.

The firms that have already moved off email did it for one reason: they ran out of evenings. CompleteLane is the loop that runs in their place.

// ROI calculator

Hours back.
Dollars saved.

Document collection eats hours a week per staff member in firms still using email + a shared drive. Move the sliders to see your team's potential.

Illustrative figures · based on average savings reported by document-collection teams. Your results will vary.

Time saved / mo54hrs
$ saved / mo$5,168
Annual savings$62,016
Status-quo cost (full doc-chase hours)$12,920/mo
With CompleteLane Professional · $39.99/mo+$5,168/mo
// The loop

Request. Collect. Complete.

Three phases. Zero email chains. Each step instruments itself in the audit log so you always know what's where.

01Step
Build the checklist
Drag-and-drop items, set deadlines, attach instructions, save as a template for next quarter.
2024 W-2 / 1099required
Year-end bank statementrequired
Receipts (≥ $75)optional
02Step
Send the magic link
No client login. The link is the credential — auto-revoked when the request closes.
Q1 2026 tax docsfrom your firm
Hi James — please upload the 6 items in your portal:
Open secure upload →
03Step
Auto-close on completion
Reminders run themselves every 48 hours. Encryption, audit, deletion — all on the same loop.
All 6 items received100%
Request #4471 closed · audit row written
// Reminder cadence48 hrsautomated, capped at 5
// Magic link expiryon closetied to request status
// Allowed file typesPDF · JPEG · PNG HEIC · DOCX · XLSX · CSV
// Per-file ceiling50 MBdirect-to-cloud upload
// Pricing

Plans that pay for themselves.

14-day free trial on Starter — no credit card. Upgrade any time.

StarterFree trial
$19.99/ mo

1 seat

For solo practitioners testing the waters.

Start free trial
  • 100 active requests
  • 1 GB file storage
  • Magic link portals
  • Custom checklists
  • Unlimited reusable request templates
  • 10 starter templates
  • Automated email reminders
  • Approve / reject uploads
Most popular
ProfessionalRecommended
$39.99/ mo

50 seats

Most firms land here within month one.

Start free trial
  • 500 active requests
  • 10 GB file storage
  • Magic link portals
  • Custom checklists
  • Unlimited reusable request templates
  • 10 starter templates
  • Automated email reminders
  • Approve / reject uploads
  • Multi-file checklist items
  • Invite admins & members
  • Edit email copy
  • Frequency presets (daily / 48h / weekly)
  • Custom logo
  • Custom email sender name
PremiumFor scale
$69.99/ mo

50 seats

Multi-team firms with deeper compliance.

Start free trial
  • 2,000 active requests
  • 20 GB file storage
  • Magic link portals
  • Custom checklists
  • Unlimited reusable request templates
  • 10 starter templates
  • Automated email reminders
  • Approve / reject uploads
  • Multi-file checklist items
  • Invite admins & members
  • Edit email copy
  • Frequency presets (daily / 48h / weekly)
  • Custom reminder cadence
  • Template default reminder cadence
  • Per-request template & cadence overrides
  • Custom logo
  • Custom email sender name
  • remove "Powered by" attribution
  • Custom portal footer text
EnterpriseTalk to us
Coming soon

Unlimited seats

White-label, custom DPAs, dedicated infra.

Contact sales →
  • Unlimited active requests
  • 50 GB file storage
  • Magic link portals
  • Custom checklists
  • Unlimited reusable request templates
  • 10 starter templates
  • Automated email reminders
  • Approve / reject uploads
  • Multi-file checklist items
  • Invite admins & members
  • Edit email copy
  • Frequency presets (daily / 48h / weekly)
  • Custom reminder cadence
  • Template default reminder cadence
  • Per-request template & cadence overrides
  • Custom logo
  • Custom email sender name
  • remove "Powered by" attribution
  • Custom portal footer text
  • SSO / SAML
  • Custom integrations
  • SLA guarantee
// vs the rest

Eight reasons to leave email behind.

CapabilityCompleteLaneEmailGoogle DriveContent SnareFileInvite
No client login
Auto-reminders every 48 hrs
256-bit AESat-rest onlyat-rest onlyat-rest only
12-month exportable audit logWorkspace add-on90 days
Auto-completion when all docs in
In-portal two-way messagingcomments
30-day deletion SLA on requestmanualmanualmanual
14-day free trial · no cardn/afreemium14d, card req7d, card req
SM
Sarah Mitchell, CPAPartner · Mitchell & Associates CPA
Turnaround3dfrom 2 wk
Emails / client0from 9
Hours / season~280
// Tax season Q1
263 / 280
// Customer story · Tax season 2026

“We cut tax-season turnaround from two weeks to three days.

Mitchell & Associates CPA used to spend the first three weeks of every engagement chasing documents. Engagement letters, prior-year returns, P&L statements — every client list was a different game of email tag.

After moving to CompleteLane, Sarah's team replaced 9 follow-up emails per client with a single magic link. By the second tax season, the firm had reclaimed an estimated 280 hours across the partner team.

Read the full case study
// FAQ

Questions,
answered.

Don't see yours? Email us →

No. Clients receive a magic link that takes them directly to a secure upload portal. There is no sign-up, no password, and no app to install. They click, upload, and they are done.

Try it on next quarter's
first request.

14-day free trial. No credit card. The first request you send pays back the month.

⌥ Tip · Use your Q1 client list to seed the trial — the first request closes its own ROI.

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