[ Limited Spots Available Private Beta ]

Stop chasing clients for documents.

A magic link lands in their phone. They tap, upload, done — no login, no portal, no "sorry, which documents did you need again?" Quire follows up automatically until everything is complete.

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Hey, Anna
Summit Point CPA
Docs received today
24
↑ 8 since yesterday
Requests pending
7
3 nudges sent
Overdue today
2
Action needed
Completion rate
82%
↑ vs last season
Client requests All statuses ↓
Client Request Due Progress Status
HAHartwell & Associates Q1 bank statements Today
4/4
Received
MRDr. Maria Ruiz Tax year receipts Tomorrow
3/5
Partial
NPNexus Properties Payroll records 2024 May 12
1/5
Pending
BSBennett & Sons VAT documents Q4 May 8
0/4
Overdue
✓
Documents received
Tom uploaded 3 files just now
Just now

The reality

You didn't study for years
to spend your days chasing emails.

The skills are there. The clients are there. What isn't there is a system that makes the right behaviour easy. So the same three problems come back, every month, every year.

The professional embarrassment

You're a qualified accountant. You have clients who trust you with their finances. And here you are, composing your fifth "just following up on those bank statements" email. To the same person. Again.

JM
James Miller
email thread
Hi James — just following up on the 2024 statements. Could you send them over?
You · 9:14am
Oh sorry, which ones do you need again?
James · 2:37pm
All 12 months from Chase — the 2024 ones, please.
You · 2:41pm
Jan_statement_final_v3_FINAL.pdf
James · 4:18pm
Thanks — I still need Feb–December though…
You · 4:22pm · Email #5
Reply to James…

The dread that starts in October

You know March is coming. You know how it ends. Forty clients, all at once, all incomplete, all deciding the final 72 hours is the right time to send everything. Every year.

Inbox
22 unread
Monday, 29 March — 8:04am
Rachel
"Sorry I forgot — here's some receipts"
8:04
Mr. Hartley
"Can I still make the deadline?"
8:17
Rivera LLC
"What documents did you need from me?"
8:31
Anonymous
"My dog ate the receipt lol"
8:44
+18 more · all from clients

The feeling of flying blind

At any moment, you genuinely don't know which clients have sent things and which haven't. You find out a request is missing when the deadline is already tomorrow. The entire system lives in your head, and it is not a system.

Your mental tracker 4 clients
?
Hartwell
sent statements? think so
×
Dr. Ruiz
definitely pending
—
Nexus Properties
??? haven't heard back
?
Bennett
sent last week? or was that Brandon
This is not a system

None of this is your fault. There has never been infrastructure that made the right behaviour easy — for you or your clients. Until now.

AICPA Survey
40–70% of accountant time is lost to data collection
UGA & FloQast Study
99% of accountants report experiencing burnout
Client adoption
Most portals fail because clients never log in
U.S. BLS / Bloomberg
340,000 fewer U.S. accountants since 2019
Pricing
Competitors cost $1,016+/mo — for features you'll never use
AICPA Survey
40–70% of accountant time is lost to data collection
UGA & FloQast Study
99% of accountants report experiencing burnout
Client adoption
Most portals fail because clients never log in
U.S. BLS / Bloomberg
340,000 fewer U.S. accountants since 2019
Pricing
Competitors cost $1,016+/mo — for features you'll never use

How Quire works

What if your clients just
sent you everything?

Three steps. No portals your clients will "forget to log into." No enterprise onboarding. No 3-week setup.

01

You create a request

Name what you need. Set a deadline. Add a note if it helps. Takes about 30 seconds. Then you close the tab. Quire builds the reminder schedule, the portal, the follow-ups — all of it.

30 seconds, then you're done
02

They get a magic link

Clients who have ignored every other portal you've tried will use this one. Because it doesn't ask them to do anything except tap and upload. No account. No password. No "I forgot how to log in." Their phone is already in their hand.

No login. Works on any phone.
03

Documents arrive. You didn't chase.

You open your dashboard and everything is there. Not because you sent a fifth email. Because the system did what systems are supposed to do. Nudges fired. Client uploaded. Reminders stopped. You moved on.

Zero manual follow-up

Tax season gets the headlines. But your bookkeeping clients need documents in January, February, March — and every month after that. Quire runs quietly in the background all year. That's when the value really compounds.

Every feature

Lean. Focused. Exactly enough.

No feature bloat. No modules to bolt on. No learning curve that kills your afternoon. Just the tools that solve the actual problem.

See all features

Client experience

The portal your clients
won't ignore.

Portals fail because they ask clients to create accounts, remember passwords, and navigate dashboards built for accountants. Quire gives them a direct magic link. Mobile-first, plain-English instructions, and one tap to upload.

  • Passwordless magic links — zero client login friction
  • True mobile-first upload — tap to snap receipt/statement photos
  • Clear task checklist — clients know exactly what is pending

Automated follow-ups

Quire does the
chasing for you.

Set your deadline and let Quire watch it. Reminders go out automatically via email or SMS, timed dynamically based on proximity to the due date. You never have to type "just following up" again.

  • Multi-channel nudges — automated gentle reminders via SMS and email
  • Auto-silence — nudges stop instantly the moment files are uploaded
  • Full visibility — see when clients opened links or viewed requests
Bennett & Sons — Reminder timeline
Request sent
Documents Q4 — due May 8
May 1 · 9:00am
Client opened portal
Viewed but no upload yet
May 2 · 2:34pm
Auto-nudge sent via SMS
"Deadline in 3 days — quick reminder"
May 5 · 10:00am
Final reminder sent
Due tomorrow — upload link included
May 7 · 8:00am
All documents received
3 files · Reminders stopped automatically
May 7 · 11:22am

Also included

E-signatures

Engagement letters and authorisations signed in the same portal link. Type, draw, or upload. Full audit trail.

Secure messaging

One thread per client, inside the portal. No emails lost in inboxes. No WhatsApp screenshots. All in one place.

Real-time dashboard

Every client, every request, every status. Pending, partial, received, approved — at a glance, always current.

Integrations

Google Drive, Dropbox, OneDrive, Notion, Zapier, Slack. Documents land exactly where your team already works.

Saved templates

Save your most-used request titles and document names. Reuse with one click. Consistent across every client.

Team members

Assign clients to specific team members. Role-based access. Everyone sees only what they need to see.

Integrations

Works with what you already use

Quire sits in front of your accounting stack — collecting documents cleanly, then passing data through to the tools you already trust.

View all integrations
Quire Logo
Slack
Dropbox-color Created with Sketch.
Dropbox
OneDrive
drive-color Created with Sketch.
Google Drive
Zapier
Notion

Early feedback

From professionals who've been there.

"Clients who ignored every portal I tried actually use this. No passwords or app installs to explain, they just tap the text link on their phone and upload."

DT
Daniel T.
Tax advisor · 8-person firm · Manchester

"I used to spend half my Mondays chasing bank statements. Now, Quire handles the auto-nudges and they just appear in my dashboard. Genuinely saved my tax season."

RM
Rachel M.
CPA, solo practice · Austin, TX

"Setup took less than 10 minutes. I've paid hundreds a month for tools that required weeks of staff onboarding, but our clients still hated them."

CG
Carlos G.
Chartered accountant · São Paulo

Pricing

Flat. Predictable. No surprises.

One price. Everything included. No modules to add on. No seats that cost more than your rent. Final pricing confirmed at launch — get early access for early-bird rates.

Compare all plans
Practice
$29
per month · up to 25 clients
  • Client magic link portal
  • Automated reminders (email + SMS)
  • Document requests & status
  • Secure messaging & files
  • 2 team members included
Most popular
Firm
$69
per month · unlimited clients
  • Everything in Practice
  • Unlimited active clients
  • E-signatures built-in
  • Slack & Notion integrations
  • Up to 10 team members

Get early access

Tax season doesn't have
to feel like war.

Quire is in private beta. Get early access and be among the first to stop chasing — permanently. Early members get launch pricing locked in forever.

No spam · No credit card · We'll email you when it's ready