Use cases

One document problem. Every kind of firm.

Wherever your work starts with collecting documents from clients, CoyaDocs turns the chase into a single secure link. Here's how it fits your field.

Accountants & tax firms

Replace the email chase that defines tax season. Build a standard return checklist once, reuse it every client, and let reminders do the follow-up.

Collect documents from every party in an application: applicant, sponsor and employer, each with their own secure portal and no account to create.

Any professional services firm that regularly collects documents from clients by email. Dedicated guides are on the way.

Contracts, IDs and evidence, collected with a clean trail of who sent what.

Briefs, brand assets and approvals from every client, in one tidy place.

Join early access and your invite arrives with a 14-day free trial.