Collect client documents without the chasing.
Replace email threads, attachments, and spreadsheets with one secure link. Your clients provide every document and answer you need, and you see at a glance what’s in and what’s still missing.
Get started for free · No credit card required
GDPR compliantHosted in the EU
Firm-level encryptionAES-256
One link instead of twenty emails and phone calls. Your clients know exactly what you need and by when, Actament reminds them until they’re done, and you see at a glance what’s in and what’s still missing.
Your inbox was never meant to be a filing system. Yet that’s where most firms collect their clients’ documents, one email at a time.
With email and phone calls
- Replies arrive in pieces, across emails and phone calls, with attachments named scan001.pdf.
- A spreadsheet, or your memory, tracks what has arrived and what hasn’t.
- You write the same “just checking in” email again and again.
- A file is wrong or unreadable, and another round of emails begins.
- IDs, tax records, and bank statements sit in inboxes for years.
With Actament
Five steps.
No chasing.
- 01
Create a request
Start from scratch or a template, with instructions, questions, and file uploads.
- 02
Share it
Actament emails your client a secure link, in their language.
- 03
Your client completes it
A guided page on your firm’s own address. Everything you asked for, in one place and before your due date.
- 04
Reminders follow up
Polite, automatic reminders go out until everything is in.
- 05
You review
Approve each answer, or ask for changes. Your client fixes just that item.
Everything you need to collect, nothing you don’t. Actament does one job: getting documents and answers from your clients, organized and reviewed.
Starter templates
Tax return, client onboarding, and KYC, ready to send in English and German.
Safe editing
Fix a typo after sending. Clients see changes only when you publish them.
Questions on any item
Clients ask right on the item, and you reply in the same thread.
Activity log
Sent, viewed, reminded, submitted: every step with a time stamp.
No client accounts
No password and no app for your clients, so there are no client passwords to leak.
Works on any phone
Progress is saved, so clients can stop and come back later.
Your firm, your address
Your logo and your own portal address for every request.
English and German
Dashboard, client portal, and every email, in your client’s language.
Clients and contacts
Several contacts per client, and you choose who gets access.
Roles
Owner, admin, editor, and viewer, enforced on the server.
Strict tenant isolation
Your firm’s data is only ever accessible to your firm.
Verified client access
Unguessable links, with email verification and one-time codes by default.
Made for firms that depend on their clients’ paperwork. Accountants, lawyers, consultants, agencies, and brokers.
Built for documents covered by professional secrecy.
All data is encrypted with AES-256 in transit and at rest, so it’s protected while it’s sent and while it’s stored. On top of that, the answers and documents of every firm are encrypted with their own key, so even a full copy of our database, file storage, or backups contains only encrypted values. Hosted in Frankfurt, Germany.
Learn more about securityGDPR compliant
Hosted in the EU
AES-256
In transit and at rest
Your own key
For every stored answer and file
Virus scanning
Every uploaded file
Frequently asked questions
Do my clients need an account or an app?
No. Clients open a secure link. By default they confirm their email address with a one-time code, and there is no password or app to set up.
Where is our data stored?
In the EU, in Frankfurt, Germany. Answers and documents are stored encrypted with a key unique to your firm, on top of AES-256 encryption in transit and at rest.
Which languages are supported?
English and German. The dashboard, the client portal, and every email are available in both, and each client receives emails in their own language.
Which files can clients upload?
Any file type your firm allows for a question, up to 50 files per question and 100 MB per file. Every file is scanned for viruses.
How do I get started?
Create an account, pick a starter template for tax returns, client onboarding, or KYC, and send your first request in a few minutes.
What happens when a client uploads the wrong document?
You request changes on that item with a short reason. Your client sees exactly what needs another look and fixes just that, nothing else has to be resent.
More time for your expertise. Less time chasing documents.
Send your first request in minutes with a ready-made template, and win back the hours you spend on follow-up emails and calls every week. Reminders run on their own, and everything arrives organized, so you can get straight to the work your clients pay you for.
Get started for free · No credit card required