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..."
Secure links · No client login
For accountants, bookkeepers & small firms
Stop chasing your clients' documents.
Send a document checklist and a secure upload link. Your clients upload from their phone without creating an account. Review files and follow up on what's missing in one workspace.
Prefer a quick walkthrough? Book a demo.
14-day free trial · No credit card required
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.
Drop files here or browse
T4_slip_sarah_2024.pdf124 KB
Bank statements (Jan–Dec)
All pages for each month.
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.
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.
Finding the right version means searching through several conversations.
→ "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.
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.
Drop files here or browse
T4_slip_sarah_2024.pdf124 KB
Bank statements (Jan–Dec)
All pages for each month.
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
SentChen, Sarah · Due Apr 15, 2025
Checklist & files
Each row is one requested document — review uploads below.
Request items
3- Uploaded
T4 slip (all employers)
Required · 1 file
T4_slip_2024.pdf· 124 KBApproveRequest revisionDownload - Pending
Investment summary
Required · 0 files
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.
Drop files here or browse
T4_slip_sarah_2024.pdf124 KB
Bank statements (Jan–Dec)
All pages for each month.
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
Private files, controlled access
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.
Start with one client
No onboarding call. No implementation project. Add your firm name, create your first request, send the link. That's it.
Common questions.
Do my clients need to create an account?
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.
Files are encrypted in transit (TLS). Stored files use your cloud provider’s encryption at rest. Each upload link is unique and can be rotated when you send a reminder. We don’t sell your data or your clients’ files. For details, see our Privacy Policy.
PDF, JPG/JPEG, PNG, and HEIC, matching what the product accepts today. Maximum file size is 20 MB per file.
Reminders go out by email. You can send a reminder from a request when it’s eligible, and automated reminders can run for open requests that are still waiting on clients. A cooldown between sends helps avoid spamming your client.
Yes. You manage requests from one workspace. Each client stays organized under their own profile. Your plan’s limits are described on the Pricing page.
Yes. Use it whenever you need specific documents on a checklist — tax season, year-end close, monthly bookkeeping, and more. DocNudge is not a full practice management platform; it focuses on document intake, review, and internal follow-up.
Email buries attachments and versions. Shared drives still depend on clients finding the right folder. DocNudge gives you a structured request, a simple upload page for the client, and review tools on your side.
Add a client, create a document checklist, and send the upload link. Try the first request with your own email address if you want to see both sides before inviting a client. Templates are optional.
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.
14-day free trial · No credit card required · See Pricing for plans and billing