From “please send me your documents” to done
CoyaDocs handles the request, the reminders and the filing, so document collection stops eating your week. Here's how it works for your firm, and for your clients.
Set it up once, then watch it run
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1. Create a request list
Build it from a reusable template or from scratch. Just type the documents you need.
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2. Assign it to a client
Send one client a secure link, or invite multiple contributors for complex engagements.
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3. Track completion
See at a glance which clients are done, in progress, or haven't started, across your whole book.
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4. Download when complete
Files are encrypted on arrival and filed by client. Grab everything once the list is in.
No account. No confusion. Just upload.
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1. Receive a link
Your client gets an email with a secure link. No account, no password to create.
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2. See only what's left
They open a minimal portal showing only the documents still outstanding, nothing else.
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3. Upload each item
One clear upload zone per document. Drag, drop, done. Works just as well on a phone.
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4. Get gentle nudges
Automatic reminders follow up if anything is still missing, so you don't have to.
Document requests
Ask for exactly what you need, in seconds
Build a request from a reusable checklist or just type the items. CoyaDocs turns it into a clean, branded upload page and a single secure link your client can open anywhere.
- Reusable checklists & templates per service or client type
- Per-item notes so clients know exactly what to send
- One secure link that works on desktop and mobile
Multi-contributor lists
Collect from several people on one request
Some engagements need documents from more than one party: an applicant and an employer, or a client and their bookkeeper. Assign specific items to each person, each with their own focused portal.
- Invite multiple contributors to a single request
- Each party sees only the items assigned to them
- Track every contributor's progress in one view
Automatic reminders
Let CoyaDocs do the chasing for you
Set a cadence once and we send polite, timed reminders until every document is in. You stop writing “just following up” emails, and things still get done.
- Smart reminder schedules you control
- Reminders stop the moment a file arrives
- A friendly, on-brand tone that protects the relationship
Client uploads
So easy your clients actually finish
No accounts, no app downloads, no password resets. Clients open the link, drag in their files, and they're done. Fewer questions for you, faster turnaround for everyone.
- Zero-friction uploads with no client login required
- Drag-and-drop with clear progress and confirmations
- Accepts the file types your work actually uses
Status tracking
Always know who still owes you what
A single dashboard shows every request, what's received and what's outstanding across all your clients. No spreadsheets, no mental tracking.
- Live status: received, pending, overdue
- Per-client and firm-wide views
- Know when to nudge and when you're done
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.