Docs
One link. No login. Documents collected.
Your clients do not want another app and they do not want another password. The firm sends them a link, they upload what was requested, the firm reviews what came in, and the collection closes itself. Secure document collection, in a flow that stays out of the client's way.
The Client Experience
Radically simple for the people sending you files.
No accounts to create, no passwords to remember, and no app installs to chase. One click opens the page, the client drags and drops what was asked for, and the work is 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 and sees your firm's branding, a list of the documents you need, and a drop zone. Two of three uploaded, one pending, with no confusion, no follow-up questions, and no calls to your support line about what to do next.
Files upload directly from the client's browser to encrypted cloud storage, with nothing passing through an intermediate server. The result is a flow that is fast, secure, and entirely free of friction for the person on the other end.
The Firm Experience
Your side of the app has the depth.
Templates, real-time status tracking, file preview, and review workflows give your team everything it needs to run document collection at the scale a busy firm actually operates at.
Reusable Templates
Build document request templates for tax season packages, onboarding checklists, or any other recurring collection your firm runs, and reuse them year after year by applying the template, sending the link, and moving on.
Collection Status
A real-time dashboard shows who has submitted, who has not, and what is still outstanding, so the firm always knows exactly where every client stands without anyone having to chase the answer.
Preview & Review
Preview uploaded files without downloading them, review documents directly in the browser, and accept the file or request a re-upload with a single click.
Accept & Request
Accept the documents that meet your firm's standards, and if something is wrong, like a blurry scan or the wrong form, request a re-upload in a click. The client gets a new link with the same simple experience.
Security by architecture, not by promise.
Client files never touch an intermediate server, because uploads move directly from the browser to encrypted cloud storage. There is no middle hop to compromise, which is the kind of detail that matters once a regulator is asking the question.
Part of the Stack
Works with your Cairn suite
Cairn Returns
Shared document checklists for W-2s, K-1s, and other documents needed for tax return preparation.
Ready to add Docs to your stack?
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