One place for every document your clients owe you.
Create a request, share one secure link, and let Actament follow up until everything is in. Then review every answer and file in one place.
Get started for free · No credit card required
Build requests your clients understand
Organize long requests into pages and sections, with instructions, text answers, dates, and file uploads. Mark each question as required or optional, and add an introduction your clients read before they start.
Get the right file the first time
Set rules for every upload: which file types you accept, how many files, and how large they can be, up to 50 files and 100 MB per file. Your clients see the rules before they upload, so fewer files come back wrong.
Start from a template, not a blank page
Save any request as a template that your whole firm shares. Starter templates for tax returns, client onboarding, and KYC are ready in English and German. A request copies its template, so changing a template never changes requests you already sent.
Fix a typo after sending
Spotted a mistake after sending? Correct it in seconds and publish the fix, without sending your client a new request.
Change a request after sending
Add a question you forgot or make a field optional, even when the request is already with your client. Your changes stay invisible until you publish them, so nobody sees a half-finished version.
Ask only what applies
Show follow-up questions only when they matter. If your client answers no to “Did you sell property this year?”, the questions about the sale never appear, so every client sees a shorter request that fits them.
One calm page for your clients
No account, no password, no app. Your clients open a guided page with your logo on your firm’s own address, see exactly what you need and by when, and their progress is saved along the way. It works just as well on a phone.
Share one secure link
Actament emails your client a link in their language. Choose how well it’s protected: link only, email confirmation, or email and a one-time code, which is the default. Decide per request which of a client’s contacts get access.
Reminders that follow up for you
Set a schedule once, such as three days before the due date and three and seven days after, and reuse it for every request. Reminders go out at 9:00 in your time zone and stop the moment your client submits.
See what’s in at a glance
Every answer and file arrives in one place, organized by question. You see what’s in, what’s missing, and what’s new since you last looked, with no inbox to search through.
Ask for changes on one item
Approve an answer, request changes with a reason, or mark it as not needed. Your client sees exactly which item needs another look, fixes just that, and can ask questions right on it.
And everything around it
English and German
Dashboard, client portal, and every email, in your client’s language.
Your firm, your address
Your logo and your own portal address on every request.
Roles for your team
Owner, admin, editor, and viewer, enforced on the server.
Activity log
Created, sent, viewed, reminded, submitted: every step with a time stamp.
Clients and contacts
Several contacts per client, and you choose who gets access to each request.
Virus scanning
Every uploaded file is checked before your firm can download it.
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