Stop chasing clients
for documents
NuDoc helps agencies collect documents from clients automatically. Send a checklist, clients upload files, you get notified. No more email back-and-forth.
14-day free trial · No credit card required
24
Active Requests
18
Completed
3
Overdue
John Smith
2025 Tax Return
Mary Johnson
Q1 Business Report
Robert Davis
2025 Tax Return
Everything your firm needs
NuDoc replaces the chaotic email chains with a simple, automated workflow.
Send document requests in seconds
Create a checklist of required documents and send it to your client with one click. No more lengthy emails.
Automatic reminders
NuDoc follows up with your clients automatically — 3 days before and on the deadline. You never have to chase again.
Reusable templates
Save your standard document checklists (Individual Tax Return, Business Tax, Audit...) and reuse them every season.
One-click download
All client files are organized by request. Download individual documents or the entire package in one click.
Encrypted & secure
Files are encrypted at rest and in transit using AES-256. Every client link is private and unguessable — no accounts required.
Client dashboard
See every client's request status at a glance. Know instantly who is complete, who is pending, and who is overdue.
Zapier integration — coming soon
Connect NuDoc to 7,000+ apps. Trigger workflows when documents arrive, requests complete, or new clients are added.
How it works
Set up in minutes. Save hours every tax season.
Add your client
Enter their name and email. Takes 10 seconds.
Create a document request
Pick a template or build a custom checklist. Set a deadline.
Send — client gets an email
They click a link, see the checklist, and upload each file. No account needed.
Review and download
You get notified instantly. Approve, reject, or download — all in one place.
Agencies love NuDoc
“Tax season used to mean 200 follow-up emails. Now I just send a NuDoc request and everything comes in on time.”
Sarah Mitchell
CPA, Mitchell Tax Group
“My clients love it. They get a simple link, upload their files, and we're done. No confusion, no lost emails.”
James Ortega
Director, Ortega & Partners
“We onboarded our whole firm in an afternoon. The dashboard alone is worth the subscription price.”
Linda Chen
Managing Partner, Chen & Partners
Simple, transparent pricing
14-day free trial on all plans. No credit card required.
Starter
Perfect for solo agencies
- 20 clients
- 10 templates
- Unlimited document requests
- Email reminders
- File storage (5 GB)