Secure links · No client login

For accountants, bookkeepers & small firms

Stopchasingyourclients'documents.

DocNudge sends secure upload links your clients open in one click — no account, no portal, no friction. You review everything in one organized workspace.

Prefer a quick walkthrough? Book a demo.

Start free →See how it worksBook a demo
No credit card required · Setup in 5 minutes
docnudge.com/r/a1b2c3d4…
D

Johansson & Associates

2024 Tax Documents

For Sarah Chen

Due April 15, 20252/3 complete
Upload the documents below. PDF, JPG, PNG, HEIC · max 20 MB per file.

T4 slip (all employers)

Upload a clear copy for each employer.

Uploaded

Drop files here or browse

T4_slip_sarah_2024.pdf124 KB

Bank statements (Jan–Dec)

All pages for each month.

Pending

Waiting for upload

Submit documents
Secure upload · only visible to your firm

Powered by DocNudge

Your clients don't ignore you.

They just don't have time for your portal.

Portals add friction

Clients forget passwords, skip onboarding, give up halfway.

Every new portal is another thing they don't want to learn.

→ "Please create an account to upload your T4..."

Follow-ups pile up

You manually track who sent what, in email threads and sticky notes.

Chasing the same client three times for the same file.

→ "Hi, just following up again on the bank statements..."

Nothing is organized

Files land in email, Dropbox, text messages, wherever.

You spend 20 minutes finding the right version before every meeting.

→ "Was it the March statement or April? Let me check..."

Four steps. Zero friction.

From request to follow-up — without the portal.

Step 01

You create an upload request

You specify what documents you need and who to request them from.

DocNudge generates a secure, expiring link — no setup for your client.

app.docnudge.com/requests/new
Back to Requests

New document request

Build a checklist for your client. When you send it, they get a secure upload link — no login required.

Client & overview

Pick who this is for and set a title and due date.

Client

Chen, Sarah (Chen Consulting Ltd.)

Request title

2024 Tax Documents

Due date

2025-04-15

Document checklist

List each file your client should upload.

Add item

Item name

T4 slip (all employers)

Instructions

Optional
Required#1
Save draftSend to client

Step 02

Your client uploads in one click

They open the link and upload against your checklist.

No account. No password. No portal to navigate.

docnudge.com/r/a1b2c3d4…
D

Johansson & Associates

2024 Tax Documents

For Sarah Chen

Due April 15, 20252/3 complete
Upload the documents below. PDF, JPG, PNG, HEIC · max 20 MB per file.

T4 slip (all employers)

Upload a clear copy for each employer.

Uploaded

Drop files here or browse

T4_slip_sarah_2024.pdf124 KB

Bank statements (Jan–Dec)

All pages for each month.

Pending

Waiting for upload

Submit documents
Secure upload · only visible to your firm

Powered by DocNudge

Step 03

You review and approve files

Files land in your workspace, organized by client and request.

Approve, request a replacement, or download — in one place.

app.docnudge.com/requests/rx_01

2024 Tax Documents

Sent

Chen, Sarah · Due Apr 15, 2025

Checklist & files

Each row is one requested document — review uploads below.

Request items
3

  • T4 slip (all employers)

    Required · 1 file

    Uploaded
    T4_slip_2024.pdf· 124 KB
    ApproveRequest revisionDownload

  • Investment summary

    Required · 0 files

    Pending

Step 04

You stay on top of follow-up

Email reminders and internal tasks keep work from stalling.

Built for small teams — not another bloated practice suite.

app.docnudge.com/requests/rx_01

Reminders

Cadence per request · sent from your workspace

Sarah ChenPending

2024 Tax Documents

Schedule: Day 1→Day 3→Day 7

Last sent 2 days ago · Next in 1 day

Marcus WebbPending

Investment summary

Next reminder: today

Linda ParkComplete

All items uploaded — reminders stopped.

Everything you need.

Nothing you don't.

Tokenized upload pages — no client login.

Each document request gets a unique link clients open in the browser. They upload against your checklist, not a shared drive.

  • ·Links tied to one request — you control the due date
  • ·Checklist shows what's still missing
  • ·Works on mobile; no portal or password
docnudge.com/r/a1b2c3d4…
D

Johansson & Associates

2024 Tax Documents

For Sarah Chen

Due April 15, 20252/3 complete
Upload the documents below. PDF, JPG, PNG, HEIC · max 20 MB per file.

T4 slip (all employers)

Upload a clear copy for each employer.

Uploaded

Drop files here or browse

T4_slip_sarah_2024.pdf124 KB

Bank statements (Jan–Dec)

All pages for each month.

Pending

Waiting for upload

Submit documents
Secure upload · only visible to your firm

Powered by DocNudge

Built for the way small firms actually work.

No portal friction

Other tools make clients create accounts, set up 2FA, and navigate dashboards they'll never use again. DocNudge keeps intake to a single link and a clear checklist — built for professional document collection, not generic file sharing.

Link → Upload → Done

Enterprise security, solo-firm simplicity

Files encrypted in transit (TLS). We use trusted infrastructure for auth, email, payments, and storage — we don't sell your data. See our Privacy Policy for details.

Built for accountants

Not a generic file tool adapted for accounting. Designed from day one for document intake workflows.

Reminders that actually send

Automated follow-ups go out on your schedule. You don't have to think about it.

You're set up in 5 minutes

No onboarding call. No implementation project. Add your firm name, create your first request, send the link. That's it.

Common questions.

No. Your client receives a link and opens it in any browser. They upload files against your checklist — there is no sign-up, no password, and no app to download.

Stop chasing documents.Start collecting them.

Your clients upload in one click. You review in one place.

Start free →Book a demoContact us

No credit card required · Setup in 5 minutes · See Pricing for plans and billing