Stop chasing clients for bank statements.
Let Jotask do it.
Send each client a branded portal link. They upload their documents directly — no account to create, no app to install. Automatic reminders handle the follow-ups at D+3, D+7, and D+14. Everything lands in your dashboard, organised by client.
The accounting document chase is costing you hours every week
Email chaos at every deadline
Bank statements arrive in one email, receipts in another, a P60 in a WhatsApp message two days later. You spend 20 minutes finding documents for one client — multiplied by 50 clients.
Manual chasing, every time
You send the same polite follow-up email — again. The client apologises, promises to send it 'tomorrow', and you wait another four days. Meanwhile the filing deadline gets closer.
Credentials sent in plain text
Payroll software logins, Companies House passwords, bank portal credentials — clients email them in plain text, or worse, in a WhatsApp message that sits on their phone forever.
How Jotask collects accounting documents from your clients
- 1
Create a document checklist
Add every item you need: bank statement PDFs, receipts, signed forms, payroll exports, or even encrypted login credentials. Save it as a template to reuse next year in seconds.
- 2
Send your client a magic link
One email — your branding, not Jotask's. The client clicks the link, sees their personal checklist in the browser, and starts uploading. No account to create, no app to install.
- 3
Automatic reminders chase the stragglers
If a client hasn't uploaded everything by day 3, Jotask sends a polite nudge. Day 7: a firmer reminder. Day 14: urgent. You set it once and never write a follow-up email again.
- 4
Everything lands in your dashboard
Files appear the moment clients upload. You see what's complete, what's still missing, and which clients haven't opened their portal yet — all in one place, not scattered across email threads.
Built for every type of accounting practice
Tax accountants & CPAs
You're waiting on P60s, bank statements, dividend certificates and expense receipts — from 30 clients at once — with a filing deadline in two weeks.
- ✓Bank statements (all accounts)
- ✓Receipts & expense records
- ✓Dividend and interest certificates
- ✓P60 / P11D / P45 forms
- ✓Prior-year returns for reference
Bookkeepers
Your month-end close is blocked because the client hasn't sent their supplier invoices, payroll exports, and credit card statements yet.
- ✓Supplier invoices & purchase orders
- ✓Credit card & bank statements
- ✓Payroll export or payslips
- ✓Petty cash records
- ✓Month-end approval sign-off
Accounting firms (multi-client)
You manage 50–200 clients. Chasing each one individually by email wastes hours every week — and slips happen.
- ✓Annual accounts information pack
- ✓Director's questionnaire answers
- ✓Share transfer documents
- ✓Confirmation statement data
- ✓Signed accounts approval
Management accountants
Monthly management accounts need cost data, payroll summaries, and department heads' sign-off before they can go to the board.
- ✓Departmental cost breakdowns
- ✓Payroll & headcount summary
- ✓CapEx approval forms
- ✓Budget vs actual commentary
- ✓Board pack sign-off
How Jotask compares to the alternatives accountants currently use
| Feature | Jotask | Google Drive | Dropbox | |
|---|---|---|---|---|
| Client uploads without an account | Yes | No — attachment only | No — Google login required | Partial — Dropbox login required |
| Automatic reminders | Yes — D+3, D+7, D+14 | Manual only | No | No |
| Checklist per client | Yes | No — free-form | No | No |
| Encrypted credential collection | Yes — AES-256, once-readable | No — plain text | No | No |
| Deadline + auto-pause | Yes | No | No | No |
| Reusable templates | Yes | Manual copy-paste | Folders only | No |
| Branded client portal | Yes — logo + colour | No | No | No |
| Self-hostable for data control | Yes — Docker, any VPS | No | No | No |
Features built for professional document collection
No client account required
Send a magic link. Your client opens it in any browser — no sign-up, no password, no app. The #1 reason clients don't upload is removed.
Automatic escalating reminders
D+3: polite nudge. D+7: firmer reminder. D+14: urgent follow-up. Set it once per engagement — never write another chase email.
Encrypted credential collection
Clients enter payroll passwords, banking logins, or Companies House credentials into an AES-256 encrypted note. You read it once. Then it's gone — never sitting in an inbox.
Deadline + automatic pause
Set a filing deadline. When it passes, the portal pauses automatically and the client sees that work stops until they deliver. Clear, professional, no awkward conversations.
Reusable annual templates
Save 'Self-assessment pack' or 'Month-end bookkeeping' as a template. Create next year's request in seconds — same checklist, new portal link.
Your brand on every portal
Add your firm's logo and accent colour. Every document portal your clients see looks like it came from your practice — not a third-party tool.
Pricing — start free, no credit card required
Self-hosted
Free
Full features, no limits. One Docker command on any VPS. Your data, your server, your jurisdiction.
Self-host on GitHub →Solo
12 €/month
Hosted. 1 seat, 15 active requests, 10 GB storage. Perfect for sole practitioners.
Get startedAgency
29 €/month
Hosted. Up to 5 seats, unlimited requests, 100 GB storage. For practices with multiple staff.
Get startedNot ready to commit? Self-host for free — full features, your own server.
Frequently asked questions
- What is the best document collection software for accountants?
- For accountants and bookkeepers, the best document collection tool lets clients upload bank statements, receipts, and contracts without creating an account, sends automatic reminders when documents are missing, and keeps sensitive data (like login credentials) encrypted. Jotask covers all three — and is free to self-host under AGPL-3.0.
- How do accountants collect documents from clients securely?
- The most secure method is a dedicated portal where clients upload to a specific checklist — not email, not WhatsApp. Jotask stores files under your control (self-hosted) or in an EU-region hosted environment, encrypts credentials with AES-256 (readable once, then gone), and never routes sensitive documents through an email inbox.
- Do my clients need to create an account to send me their documents?
- No. Your client receives a magic link by email. They click it, see your branded portal, and upload their documents directly in the browser — no sign-up, no password, no app to install. This removes the main reason clients delay: they don't want another account.
- What documents can accountants collect with Jotask?
- Any file type — PDFs of bank statements, scanned receipts, CSV exports, payslips, signed contracts, P60s, P11Ds, and more. You can also request text answers (e.g. National Insurance number), structured questionnaire responses, and encrypted passwords for payroll or accounting software logins.
- How does Jotask handle automatic reminders for missing documents?
- Jotask sends a polite reminder at D+3, a firmer follow-up at D+7, and an urgent nudge at D+14. Each reminder is sent automatically — you set it once per request and never write another 'just checking in' email. If you set a deadline, the request pauses automatically when it passes.
- Is Jotask GDPR-compliant for accounting document collection?
- Jotask is open source (AGPL-3.0) and self-hostable, meaning you can run it on a server in your jurisdiction with full control over where data is stored. The hosted plan runs in an EU-region environment. All file storage is scoped to the request — clients cannot access other clients' documents.
- Can I use templates for recurring document requests (e.g. annual tax return)?
- Yes. Save your 'Annual self-assessment' or 'Monthly bookkeeping' checklist as a template. Each year or month you create the request in seconds — same items, same reminders, new client portal link. Templates work for both one-off and recurring engagements.
- How is Jotask different from emailing clients a list of documents to send?
- Email gives clients no structure: they send files in random order, with inconsistent filenames, split across multiple replies. Jotask gives each client a checklist — they see exactly what's needed, what's still missing, and what you already received. You get a single dashboard instead of hunting through email threads.
Ready to stop chasing clients for documents?
Set up your first document request in under 2 minutes. Jotask handles the reminders — you get the documents.