Docs
One link. No login. Documents collected.
Your clients don't want another app. They don't want another password. Send them a link — they upload, you review, it's done. Secure document collection that gets out of the way.
The Client Experience
Radically simple for the people sending you files.
No accounts. No passwords. No app installs. One click, drag and drop, done.
Firm defines what documents they need from a specific client.
A unique, time-limited secure link is generated — no login required.
Client clicks the link and drags files into a branded upload interface.
Files upload directly to encrypted cloud storage. They never pass through an intermediate server.
Firm sees real-time status, previews files, accepts or requests re-upload.
Documents Requested
Their view is this simple.
Your client clicks a link. They see your firm's branding, the list of documents you need, and a drop zone. Two of three uploaded, one pending. No confusion, no questions, no support calls.
Files upload directly from their browser to encrypted cloud storage. Nothing passes through an intermediate server. Fast, secure, zero friction.
The Firm Experience
Your side has the depth.
Templates, status tracking, file preview, and review workflows. Everything your team needs to manage document collection at scale.
Reusable Templates
Build document request templates for tax season packages, onboarding checklists, or any recurring collection. Apply a template, send the link, done.
Collection Status
Real-time dashboard showing who's submitted, who hasn't, and what's still missing. Know exactly where every client stands.
Preview & Review
Preview uploaded files without downloading them. Review documents in-browser and accept or request a re-upload with one click.
Accept & Request
Accept documents that meet your standards. If something's wrong — blurry scan, wrong document — request a re-upload. The client gets a new link, same frictionless experience.
Security by architecture, not by promise.
Client files never touch an intermediate server. Uploads go directly from the browser to encrypted cloud storage.
Part of the Stack
Works with your Cairn suite
Cairn Returns
Shared document checklists — W-2s, K-1s, and other documents needed for tax return preparation.
Ready to add Docs to your stack?
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