Stop chasing clients for documents.
CoyaDocs sends document requests your clients can actually respond to. One secure link, automatic reminders, and a portal that shows them exactly what's still outstanding. No email threads, no accounts, no follow-up.
- No client login
- just a secure link
- Auto reminders
- we do the chasing
- Hosted in Canada
- encrypted in transit & at rest
Document request
Acme Ltd · Year-end 2025
Reminder sent to Acme. Next nudge in 2 days.
Collecting documents has become the hardest part of the job
You ask
You send a client a list of 12 documents they need to provide.
They trickle in
They send 3. Then 2 more a week later. One is the wrong year.
You chase
You send a reminder. Then another. Now it's a coordination problem.
Most document tools are built around storage. CoyaDocs is built around the moment your client actually needs to submit something. And it costs one flat price per firm, not per seat.
Built for the people who collect the most paperwork
If your work starts with “please send me a few documents,” CoyaDocs was made for you.
Accountants & tax firms
Tax returns, payroll and onboarding documents, gathered on time every season.
Immigration consultants
Documents from the applicant, the sponsor and the employer, each through their own portal.
Law firms
Contracts, IDs and evidence collected securely, with a clean trail of who sent what.
Consultants & agencies
Briefs, brand assets and approvals from every client, in one tidy place.
Three steps. Then it runs itself.
STEP 01
Request what you need
Pick a reusable checklist or type the documents you need. Send a secure link in seconds. No client account required.
STEP 02
We chase, automatically
CoyaDocs sends polite, timed reminders until everything is in. You stop being the bad guy who follows up by email.
STEP 03
Everything lands in one place
Uploads are encrypted on arrival and filed by client and request, so nothing gets lost and you always know what's outstanding.
Less effort for you. A better experience for clients.
Reusable request checklists
Save the document sets you ask for over and over, then reuse them for every new client in one click.
Automatic reminders
Set it and forget it. Clients get nudged on a schedule you control, and the reminders stop the moment a file arrives.
Frictionless client uploads
Clients open a link, drag in their files, done. No logins, no apps, no confusion.
Multi-contributor lists
Need files from more than one person? Invite each party to the same request, each with their own focused portal.
Secure by default
Every file is encrypted in transit and at rest, and access is locked to you and the people you invite.
See status at a glance
Know exactly what's received, what's outstanding and who still owes you, across every client.
Safe enough for your most sensitive files
Your clients trust you with private information. CoyaDocs is built so you can hold it without losing sleep: encrypted, access controlled, and stored in Canada.
Encrypted end to end
TLS in transit, AES-256 at rest, always on.
Hosted in Canada
Stored in AWS Canada (Central) in Montreal. Your data never leaves the country.
Access controlled
Only you and the people you invite can open a file.
Private by design
We never sell data or train AI models on your clients' documents.
Ten minutes per client quietly becomes a week
Email feels free, but tracking and chasing documents by hand eats real hours exactly when you have none to spare.
10 min
lost per client to tracking and chasing documents
200
clients in a typical season for a small firm
33+ hrs
gone before the real work even starts
Simple pricing from $19/mo
From $19 USD a month with annual billing. Unlimited clients, requests and storage on every plan.
What is CoyaDocs?
CoyaDocs is client document collection software for professional services firms. Accountants, immigration consultants and law firms use it to send document request checklists that clients complete through a secure link, with automatic reminders until every file is in. Clients never need an account, and all data is encrypted and stored in Canada.
Curious how it works in practice? Walk through the workflow or compare plans.
Stop chasing. Start collecting.
Be first in line when CoyaDocs opens. Request early access and we'll send your invite the moment we're ready for you.