Four tools built for CPAs, bookkeepers, and tax preparers. No account. No email. No catch. Each one delivers something immediately useful — a number, a template, a score, a checklist.
Enter your client count, your average follow-up frequency, and the time each chase takes. The calculator returns the exact number of hours and dollars your firm loses every year to manual document collection.
Pick an engagement type — annual accounts, self-assessment, VAT return, bookkeeping onboarding, and more. Fill in three fields. Get a professional, ready-to-send document request email with a full checklist your client can follow.
The FTC Safeguards Rule requires accounting firms that handle non-public personal financial information to implement specific security controls. This checker walks your firm through every requirement and produces a personalised compliance gap report.
Ten questions across five dimensions — speed, reliability, client experience, automation, and visibility. The audit scores your document collection process out of 100 and generates a personalised report showing exactly where your firm is losing time and what to fix first.
why these exist
Quire exists because document chasing is the biggest operational drain in small accounting practices — and most of the advice out there treats it as inevitable. These tools are built on the same understanding that drives our product: the problem is not your clients. It is the absence of the right infrastructure.
Use them with any tool you already have. They are not a sales funnel — they are resources that stand on their own.
See how Quire handles this automatically186
hours lost per year by the average 25-client firm to document chasing
3.4×
average follow-up emails sent before a client submits a document
$0
cost to use every tool on this page, no account required
questions
Yes — completely free, no account required, no email needed to use them. They are built for accounting professionals to use immediately.
No. Every tool on this page works without any login or account. They are standalone resources you can use today regardless of what software your firm uses.
CPAs, bookkeepers, enrolled agents, tax preparers, and accounting practice owners who manage client document collection and want to improve their workflows.
It is a calculator that takes your real firm numbers — number of clients, follow-up frequency, time per follow-up — and shows you the total hours and money your firm loses annually to manual document chasing.
It walks your firm through the FTC Safeguards Rule requirements for accounting firms that handle non-public personal financial information and generates a personalised compliance checklist.
early access
These tools show you the problem and give you a system to manage it manually. Quire runs the system for you — magic links, automated reminders, real-time dashboard. Free to start, no card required.