Client Forms, Simplified
Annual client forms, without the back-and-forth emails.
Every year, bookkeepers ask the same clients for the same information — and chase them by email until it shows up. This app automates that entire loop.
The problem it solves
Spreadsheets get out of date. Email threads get lost. And every January, you're back to manually asking forty clients for the same figures and documents, then manually reminding the ones who haven't replied. This app turns that into something that just runs itself.
How it works
1. Build a form once
Assemble reusable questions into a named template — "Carpenter Annual Return" — and reuse it across every client who needs it.
2. It sends itself
This app emails each client a private link on the date you choose, and follows up automatically until they respond.
3. Answers land safely
Clients fill in text answers and upload documents from a link — no account needed. Every year's answers are kept on record, never overwritten.
Interested?
This page is a preview only — the app itself isn't open to the public. Get in touch and I'll set up a walkthrough or a demo account for you.
Get in touch