Quire is a client document collection platform for bookkeeping firms that automates recurring document requests using no-login upload links, automated reminders, and direct QuickBooks Online and Xero integrations.

The document chase stops. Every month.

Stop chasing clients for documents. Finish every monthly close days earlier using automated request schedules and secure, no-login upload links delivered straight to your client's phone.

Get started free See how it works

"We'd tried two other portals — clients never logged back in. With Quire they actually send stuff." — Daniel Thornton, Director at Pennine Bookkeeping Services

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Hey, Anna
Summit Point CPA
Docs received today
24
↑ 8 since yesterday
Requests pending
7
3 nudges sent
Overdue today
2
Action needed
Completion rate
82%
↑ vs last season
Client requests All statuses ↓
Client Request Due Progress Status
HAHartwell & Associates Q1 bank statements Today
4/4
Received
MRDr. Maria Ruiz Tax year receipts Tomorrow
3/5
Partial
NPNexus Properties Payroll records 2024 May 12
1/5
Pending
BSBennett & Sons VAT documents Q4 May 8
0/4
Overdue
✓
Documents received
Tom uploaded 3 files just now
Just now

The reality

You didn't build a practice
to spend every month chasing the same five documents.

The skills are there. The clients are there. What isn't there is a system that makes the right behaviour easy. So the same problems come back — every month if it's bookkeeping, every year if it's tax season. Either way, they come back.

The professional embarrassment

You run a real practice. Clients trust you with their finances. And here you are, composing your fifth "just following up on those bank statements" email — to the same person, this month, like you did last month.

JM
James Miller
email thread
Hi James — just following up on the 2024 statements. Could you send them over?
You · 9:14am
Oh sorry, which ones do you need again?
James · 2:37pm
All 12 months from Chase — the 2024 ones, please.
You · 2:41pm
Jan_statement_final_v3_FINAL.pdf
James · 4:18pm
Thanks — I still need Feb–December though…
You · 4:22pm · Email #5
Reply to James…

The dread that starts in October

You know March is coming. You know how it ends. Forty clients, all at once, all incomplete, all deciding the final 72 hours is the right time to send everything. Every year. And if you also run monthly bookkeeping, tax season isn't even your worst month — it's just the loudest one.

Inbox
22 unread
Monday, 29 March — 8:04am
Rachel
"Sorry I forgot — here's some receipts"
8:04
Mr. Hartley
"Can I still make the deadline?"
8:17
Rivera LLC
"What documents did you need from me?"
8:31
Anonymous
"My dog ate the receipt lol"
8:44
+18 more · all from clients

The feeling of flying blind

At any moment, you genuinely don't know which clients have sent things and which haven't. You find out a request is missing when the deadline is already tomorrow. The entire system lives in your head, and it is not a system.

Your mental tracker 4 clients
?
Hartwell
sent statements? think so
×
Dr. Ruiz
definitely pending
—
Nexus Properties
??? haven't heard back
?
Bennett
sent last week? or was that Brandon
This is not a system

We asked. This is what we heard.

Quire

Once you send the list, what takes the most time — reminders, missing documents, or wrong-format uploads?

A working CPA

Chasing down whether they actually sent everything. Clients upload partial information and never tell me “this is all I have.”

See the exchange on X

None of this is your fault — whether it hits you once a year or once a month. There has never been infrastructure that made the right behaviour easy — for you, for your bookkeeping clients, or the ones you only see at tax time. Until now.

Tax season gets the headlines. But your bookkeeping clients need documents in January, February, March — and every month after that. Quire runs quietly in the background all year. That's when the value really compounds.

AICPA Survey
40–70% of accountant time is spent collecting client information
UGA & FloQast Study
99% of accountants report experiencing burnout
U.S. BLS
340,000 fewer U.S. accountants since 2019
Karbon 2024 Survey
62% of firms say chasing clients for documents is their biggest bottleneck
Thomson Reuters
94% of accounting firms plan to adopt more automation
Canopy 2023 Report
Accountants spend 15+ hours/week on non-billable admin work
CPA Practice Advisor
4 in 5 clients prefer uploading documents from their phone
AICPA Survey
40–70% of accountant time is spent collecting client information
UGA & FloQast Study
99% of accountants report experiencing burnout
U.S. BLS
340,000 fewer U.S. accountants since 2019
Karbon 2024 Survey
62% of firms say chasing clients for documents is their biggest bottleneck
Thomson Reuters
94% of accounting firms plan to adopt more automation
Canopy 2023 Report
Accountants spend 15+ hours/week on non-billable admin work
CPA Practice Advisor
4 in 5 clients prefer uploading documents from their phone

How Quire works

What if your clients just
sent you everything?

Three steps. No portals your clients will "forget to log into." No enterprise onboarding. No 3-week setup.

01

You create a request

Name what you need. Set a deadline. Add a note if it helps. Takes about 30 seconds. Then you close the tab. Quire builds the reminder schedule, the upload link, the follow-ups — all of it. For repeating work like monthly bookkeeping or quarterly payroll, set a recurring schedule once and Quire re-fires the whole request automatically every period.

30 seconds, then you're done
02

They get a no-login upload link

Clients who have ignored every other portal you've tried will use this one. Because it doesn't ask them to do anything except tap and upload. No account. No password. No "I forgot how to log in." Their phone is already in their hand.

No login. Works on any phone.
03

Documents arrive. You didn't chase.

You open your dashboard and everything is there. Not because you sent a fifth email. Because the system did what systems are supposed to do. Nudges fired. Client uploaded. Reminders stopped. You moved on.

Zero manual follow-up

Every feature

Lean. Focused. Exactly enough.

No feature bloat. No modules to bolt on. No learning curve that kills your afternoon. Just the tools that solve the actual problem.

See all features

Client experience

The portal your clients
won't ignore.

Portals fail because they ask clients to create accounts, remember passwords, and navigate dashboards built for accountants. Quire gives them a direct magic link. Mobile-first, installable on their phone if they want it, and one tap to upload.

  • Passwordless magic links — zero client login friction
  • True mobile-first upload — tap to snap receipt/statement photos
  • Optional phone install — client portal opens like a lightweight mobile app
  • Clear task checklist — clients know exactly what is pending

Automated follow-ups

Quire does the
chasing for you.

Set your deadline and let Quire watch it. Reminders go out automatically via email or SMS, timed dynamically based on proximity to the due date. Need monthly bank statements or quarterly payroll docs? Set a recurring schedule and Quire re-sends the whole request — portal, reminders, deadline — automatically every period. You never have to type "just following up" again.

  • Multi-channel nudges — automated gentle reminders via SMS and email
  • Auto-silence — nudges stop instantly the moment files are uploaded
  • Full visibility — see when clients opened links or viewed requests
Bennett & Sons — Reminder timeline
Request sent
Documents Q4 — due May 8
May 1 · 9:00am
Client opened portal
Viewed but no upload yet
May 2 · 2:34pm
Auto-nudge sent via SMS
"Deadline in 3 days — quick reminder"
May 5 · 10:00am
Final reminder sent
Due tomorrow — upload link included
May 7 · 8:00am
All documents received
3 files · Reminders stopped automatically
May 7 · 11:22am

Also included

E-signatures

Engagement letters and authorisations signed in the same portal link. Type, draw, or upload. Full audit trail.

Secure messaging

One thread per client, inside the portal. No emails lost in inboxes. No WhatsApp screenshots. All in one place.

Real-time dashboard

Every client, every request, every status. Install the dashboard on your phone and check firm activity without digging through email.

Integrations

Quickbook, Xero, Google Drive, Dropbox, OneDrive, Notion, Zapier, Slack.Documents land exactly where your team already works.

Saved templates

Save your most-used request titles and document names. Reuse with one click. Consistent across every client.

Recurring requests

Set a monthly or quarterly collection schedule. Quire re-sends the request, reminders, and portal link automatically. Build once, run forever.

Team members

Assign clients to specific team members. Role-based access. Everyone sees only what they need to see.

Integrations

Works with what you already use

Quire sits in front of your accounting stack — collecting documents cleanly, then passing data through to the tools you already trust.

View all integrations
Quire Logo
Slack
QuickBooks
Dropbox-color Created with Sketch.
Dropbox
OneDrive
Soon
drive-color Created with Sketch.
Google Drive
Xero
Zapier
Notion

Early feedback

From professionals who've been there.

"We'd tried two other portals before this — clients would create accounts and then never log back in. With Quire there's nothing to log into, so they actually send stuff. Our monthly close used to drag into the third week. Now we're usually done by the 10th."

DT
Daniel Thornton
Director · Pennine Bookkeeping Services · Manchester, UK

"Honest answer — I was spending every Monday morning copy-pasting the same reminder emails to the same 15 clients. Now Quire handles it and the statements just show up in my dashboard. I almost feel guilty about how little I have to do."

RK
Rachel Kowalski, CPA
Owner · Riverbend Advisory Group · Austin, TX

"We switched from a tool that cost us $200/month and required a full afternoon of staff training. Quire took 10 minutes to set up and our clients figured it out without us explaining anything. That never happens."

CG
Carlos Garza, EA
Partner · Lakeshore Tax & Bookkeeping · Chicago, IL

Pricing

Flat. Predictable. No surprises.

One price. Everything included. No modules to add on. No seats that cost more than your rent. Final pricing confirmed at launch — get early access for early-bird rates.

Compare all plans
Practice
$49
per month · up to 25 clients
  • Client magic link portal
  • Automated email & SMS reminders
  • Recurring document schedules
  • Document requests & status
  • Secure messaging & files
  • E-signatures built-in
  • Google Drive & Dropbox integration
  • 2 team members included
  • Up to 2 workspaces
  • 5 GB storage
Most popular
Firm
$89
per month · unlimited clients
  • Everything in Practice
  • Unlimited active clients
  • Recurring document schedules
  • QBO, Xero, Notion, Zapier & Slack integrations
  • Larger workspace and team limits
  • Up to 10 team members
  • Up to 10 workspaces
  • 50 GB storage

FAQ

Frequently asked questions

Everything you need to know about automated recurring document collection and client experience.

How does Quire differ from all-in-one software like TaxDome or Canopy?

Traditional accounting suites are built as heavy practice management databases for seasonal tax firms requiring internal CRMs and complex ticketing. Quire is a focused client document collection platform built specifically for recurring monthly bookkeeping. Instead of forcing clients through passwords, 2FA, and app downloads, Quire uses secure, no-login upload links to get documents into your hands in seconds.

How does Quire automate monthly document collection?

You set up your request schedule once for recurring monthly needs (like bank statements, receipts, and payroll reports). Quire automatically dispatches personalized SMS and email reminders to your clients as deadlines approach. The moment a client uploads their files, automated reminders stop immediately.

Does Quire integrate directly with QuickBooks Online and Xero?

Yes. When a bookkeeping client uploads their monthly bank statements or receipts, Quire extracts the files and syncs data directly into your QuickBooks Online or Xero ledger feed, eliminating manual zip file downloads.

How do no-login upload links work for clients?

Your clients receive a secure, encrypted link via SMS or email. Clicking the link opens their personalized checklist instantly in any smartphone or desktop browser. No passwords to remember, no accounts to create, and no app installs needed.

What is Quire's pricing for growing bookkeeping firms?

Quire offers transparent flat-rate pricing with zero hidden per-seat charges. Our Practice plan is $49/month for up to 25 clients and 2 team members. Our Firm plan is $89/month for unlimited clients, up to 10 team seats, and full ledger integrations.

Get started free

Tax season doesn't have
to feel like war. Neither does every month in between.

Quire automates client requests, reminder emails, and file validation. Join firms that have already stopped chasing documents.

Get started free

No credit card required · Free 14-day trial