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Collect documents securely and stop chasing clients

Tax season and renewals shouldn't mean hundreds of emails with attachments. A secure, organized setup saves hours and protects your clients.

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What usually slows things down

Documents by emailSensitive files arrive as attachments and get lost in inboxes.
Chasing missing itemsStaff time goes into reminding clients what they still owe you.
Deadlines and renewalsDates tracked in spreadsheets are easy to miss.
Phishing riskFinance-related offices are frequent targets of fake invoice and login emails.

Services that fit

Start with one — most businesses add the others over time.

IT care (Microsoft 365 / Google)MFA, DMARC and phishing protection for every mailbox.View service →Automation & workflowsSecure upload links and automatic reminders for missing documents.View service →CRM setupClients, engagements and renewal dates in one place.View service →Starter websiteA professional site with a clear 'start here' for new clients.View service →

What it could look like

Possible setups, not past client results — every business is different, and we'd shape it around yours.

Example

Each client gets a checklist and a secure upload link; reminders go out until every item is in.

Example

Policy renewals 60 days out create tasks and a draft email for review.

Example

Every staff account has MFA, and spoofed emails pretending to be your firm are rejected.

Let's see if this fits your business.

A free 30-minute video call. You'll leave with a clear plan and a fixed quote — no pressure.

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Software subscriptions and usage (CRM licenses, Microsoft 365, texting, AI usage) are billed at cost, separate from my fee.