For accountants, bookkeepers & tax preparers

Chase client docs effortlessly.

GiveMeDocs tells you exactly which documents are outstanding, from which client, and for how long — then chases the client automatically by email, so you don't have to send the same reminder four times.

No card needed · Your clients need no login · Unlimited clients on Pro

Outstanding today
Everything you're still waiting on
Live
Rina Kapoor — FY25 ITR
Bank statement received · Form 16 still pending
Overdue
Aarav Mehta — Monthly bookkeeping
3 of 4 items submitted
Due soon
Priya Sharma — Audit prep
All required documents received
Done
Sound familiar?

The same 20% of clients, every single cycle.

“I’ve sent the same reminder four times this week.”

A call to one client. A text to another. Manually tracking who still owes you what, in your head or a spreadsheet.

Escalating reminders go out automatically, on schedule, with zero effort from you.

“Which client is this PDF even from?”

Documents land in your inbox with no context, mixed in with everything else, and you're left piecing together who sent what.

Every upload lands against the exact item it was requested for — nothing to sort.

“It's the week before the deadline and everyone submits at once.”

Late clients all show up in the final days, right when you have the least slack to process anything.

See what's outstanding weeks out — not discover it the night before.

Different practices. The same follow-up problem.

Whatever you call the cycle, it's the same shape of problem.

Tax preparers

ITR documents, Form 16, investment proofs — chase once per filing season, not per client.

Bookkeepers

Monthly bank statements, receipts, and sales registers — the same recurring cycle, every month.

Audit & loan-doc prep

One-off document collection with a hard deadline and no room for a chronically late submission.

Built for how you actually work

Define the checklist once. Reuse it forever, or never again.

Whether it's a monthly routine or a one-off deadline, GiveMeDocs adapts to the request — not the other way around.

Reusable templates

Build a checklist once — "Standard ITR documents," "Monthly bookkeeping" — and start every future request from it instead of rebuilding it by hand.

Recurring schedules

Attach a template to a client on a monthly, quarterly, or yearly cadence. The next request generates itself, on time, with zero manual work.

One-time requests

Not everything repeats. Spin up a single request for a one-off engagement, with its own checklist and deadline, in under a minute.

How it works

Set it up once. It runs itself from there.

01

Add a client, get their link

One fixed link per client, generated instantly. Share it once — you'll reuse it forever.

02

They upload, no login needed

Your client opens the link, sees exactly what's needed, and uploads straight from their phone.

03

You get alerted only when it matters

No notification per file. Just a heads-up when a deadline's missed, or everything's finally in.

A closer look at GiveMeDocs

From “please send that over” to knowing exactly where it stands.

Explore the small routines that make the chasing disappear.

01 / 08

One view. Every client. Nothing forgotten.

Every open request, sorted by how overdue it is. Know exactly who to follow up with before it becomes a problem.

  • Overdue clients surface first, automatically
  • See exactly which items are still missing, per client
Try it with your next request
GiveMeDocs / See what's outstanding
One view. Every client. Nothing forgotten.
Financial documents deserve real security

Private by default. Never a public link.

Every document is private to your practice. A client can only ever see their own currently open requests — never another client's. Files are served through short-lived signed URLs, never a public bucket.

Built for financial documents

  • Encrypted at rest, private storage by default
  • Every accepted submission is immutable and versioned
  • No document is ever auto-deleted from your records
Pricing

Pay for what you upload, not who you serve.

No charge by request, document item, or link open — only your monthly upload volume.

Growth

$15 /month

Up to 100 clients

500 uploads/month

  • Reusable templates
  • Recurring schedules
  • One-time requests
  • Automatic reminders
  • One-click document export
Start free trial

Pro

$39 /month

Unlimited clients

2,000 uploads/month

  • Reusable templates
  • Recurring schedules
  • One-time requests
  • Automatic reminders
  • One-click document export
Start free trial

Custom

Talk to us

Unlimited clients

2,000+ uploads/month

  • Reusable templates
  • Recurring schedules
  • One-time requests
  • Automatic reminders
  • One-click document export
Contact us

Tell it what you need once. Let it chase the rest.