// Platform · Platform · Document Requests

Document Requests

One link, no logins, no chasing. Send a magic link and your client uploads everything you need in one place.

Document request portal mockup showing a checklist of items
// Capabilities

Magic links

No accounts. Click and upload. Works on any device.

Branded portals

Your logo, your colors. Clients see your brand, not ours.

File validation

PDF, DOCX, image — checked automatically at upload.

// How it works

1. Build the checklist

Use a template or create from scratch.

2. Send the link

One link per client. Email it or copy-paste.

3. Auto-collect

Files land in your cloud. Reminders run automatically.

CompleteLane cut our document turnaround time from two weeks to three days. Clients actually enjoy the process now.
Sarah Mitchell, Partner, Mitchell & Associates CPA

Try Document Requests free for 14 days

No credit card required. Cancel anytime.

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