Solutions
One tool to ask for documents and get them: pick your use case.
Use cases
Collect client documents Accountants, fiduciaries, lawyers: ask clients for their documents in one email, reminders until everything is in.HR: employee documents HR: ID, bank details, social security number and certificates from new hires before day one.Tenant application documents Landlords and agencies: complete tenant application files, collected online and deleted after use.Receive large files Receive files too large for email, up to 200 GB per answer, without an account for the sender.
Compared with other tools
Dropbox File Request alternative Like Dropbox File Requests, plus reminders, a message with the files and deletion after download.Content Snare alternative Document collection with reminders, without forms or portals to set up, from a free plan.Fill & sign PDFs Send a PDF to fill and sign: your client signs in the browser, no account. Keep your forms in a document library.
Document checklists
Documents to gather for your tax returnDocuments your accountant needs for the year-end closingDocuments needed for the quarterly VAT returnDocuments for a rental applicationDocuments to collect from a new employeeDocuments for a mortgage applicationKYC documents to collect from a new clientDocuments to collect from a freelancer or contractor