Streamlining Client Onboarding for Accountants Without the Paper Chase
Tired of chasing documents, juggling emails and managing spreadsheets?
Documentsy makes it simple to collect everything you need from clients, all in one place, fast and frustration-free.
- 14 day free trial
- No credit card required
Trusted by 100+ businesses
Say Goodbye to Accounting & Tax Onboarding Chaos
Managing client information and gathering financial documents shouldn’t slow you down.
Documentsy helps accounting and tax professionals streamline client intake, so you get what you need, when you need it, without the back-and-forth.
Custom-Branded Client Forms
Create tailored forms that reflect your firm’s brand and gather the exact details you need from each client.
From individuals to businesses, set clear expectations and keep everything organized from the start.
Share Secure, Private Links
Share secure, unique links that give clients simple, direct access to their forms - no accounts or passwords needed.
All Submissions in One Organized Hub
No more digging through emails or searching for missing files.
View, manage, and download every client submission from a clean, easy-to-use dashboard.
Faster Client Onboarding
Clients Onboarded Per Month
Form Uptime
How Documentsy Works
Getting started is quick and straightforward. Create a branded form in minutes, send your client a secure unique link, then easily view and download all submissions - simple.
Create Your Form
Design custom, branded forms in minutes, no coding required, so clients know exactly what information and documents to provide.
Share With Clients
Send your clients a secure link that’s easy to access and keep submissions organized and confidential.
Collect & Download
View all client submissions in one centralized dashboard and download submissions as PDFs or CSVs for seamless processing.
Trusted by Over 100 Businesses Worldwide
See how accounting professionals are simplifying onboarding with Documentsy.
Save time, reduce errors, and keep everything in one place.
Simple, Transparent Pricing With No Surprises
Choose the plan that fits your business needs. Start with a 14-day free trial - No credit card required.
Got Questions? We’ve Got Answers.
We’ve compiled the most common questions to help you get started with confidence. If you don’t see your question here, our support team is ready to assist you anytime.
Once the limit is reached, new submissions will be paused until the next billing cycle or until you upgrade your plan.
Yes! All plans come with a 14-day free trial. You’ll have access to all features, so you can see how it fits your workflow before subscribing.
Absolutely. You can export your form submissions at any time as a CSV file or a PDF for easy reporting and record-keeping.
No. All plans include the same features, including custom branding, form builder, and data export. The only difference is the number of forms and submissions you can use each month.
Yes. You can upgrade, downgrade, or cancel your subscription at any time directly from your account dashboard. No long-term contracts or hidden fees.
Ready to Simplify Your Client Onboarding?
Join over 100 businesses transforming how they collect client information and documents. With Documentsy, onboarding is faster, easier and more secure, all with zero hassle. Start your free trial now and experience the difference.