Documents in days,
not weeks.
One link. Zero follow-ups. Send a branded checklist, clients upload through a simple portal, and automated reminders handle the rest.
For CPAs, law firms, financial advisors, and agencies
14-day free trial · No credit card required · Cancel anytime
BopDocsSound familiar?
“I’ve sent four emails asking for the same W-2.
My client hasn’t responded in 8 days.”
of professional service hours are spent on admin — not client work
average time to collect all documents from a single client
follow-up emails per client before you get what you need
The difference
Stop chasing. Start tracking.
Without BopDocs
- ✗Send 5+ follow-up emails per client
- ✗Files scattered across email, Dropbox, and texts
- ✗No idea who has submitted what
- ✗Clients forget, lose the email, or send the wrong file
- ✗Manual tracking in spreadsheets
With BopDocs
- ✓One link — clients upload on their own
- ✓Everything organized in one dashboard
- ✓Real-time progress on every client
- ✓Automated reminders nudge until complete
- ✓Approve, reject, and comment in one click
How it works
Three steps. That’s it.
From sign-up to your first client request in under five minutes.
Pick a template
Choose from industry templates or build a custom checklist with drag-and-drop fields in under two minutes.
Send a magic link
Enter your client's email. They get a branded portal — no password, no app, no friction.
Track & approve
Watch uploads roll in. Approve files, leave comments, or request re-uploads from your dashboard.
“BopDocs cut our document collection time in half during tax season. Clients actually love the portal — I haven’t sent a follow-up email in three weeks.”
Everything you need
No more email threads.
No more lost files.
Magic Link Portal
Clients get a personal link — no account, no password, no friction.
Auto-Reminders
Automated nudges every few days until every document is in.
Your Brand
Upload your logo, set your accent color, make it look like your firm.
Approve / Reject
Review each file, leave comments, request re-uploads — one click.
Any File Type
PDFs, images, spreadsheets — anything up to 25MB per file.
Encrypted Storage
Files stored with AES-256 encryption. SOC 2 compliant infrastructure.
Real-Time Dashboard
See every client's progress at a glance. Know what's missing instantly.
2-Minute Setup
Build your first checklist and send your first request in under two minutes.
Ready-made templates for your industry
Pre-built checklists tailored to your profession — or build your own in minutes.
Pricing
Simple, transparent pricing
14-day free trial on every plan. No credit card required.
Starter
Perfect for solo practitioners
- Unlimited clients
- Unlimited templates
- 1 user (solo)
- Email reminders
- Client portal
- BopDocs branding
Plus
For growing practices
- Unlimited clients
- Unlimited templates
- 1 user (solo)
- Custom branding & logo
- "Powered by BopDocs" footer
- Bulk CSV/Excel import
- Analytics dashboard
- Approve / reject workflow
- Priority support
Pro
For teams and agencies
- Unlimited clients
- Unlimited templates
- 5 team members included
- Full whitelabel (no BopDocs branding)
- AI-powered document validation
- Custom email templates
- Bulk CSV/Excel import
- +$9/mo per additional member
- Advanced analytics
- Approve / reject workflow
- Dedicated onboarding
No credit card required · Cancel anytime · 14-day free trial
Ready to stop chasing?
Join professionals who’ve automated document collection and reclaimed their time.