[ Limited Spots Available Private Beta ]

Stop chasing clients for documents

Clients never want to log into a portal. Send a magic link instead — they upload from their phone in seconds, and Quire automatically follows up until everything is complete.

Get early access See how it works
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Good morning, Sarah ✦
17 active clients · Tax season 2025
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
HA Hartwell & Associates Q1 bank statements Today
4/4
Received
MR Dr. Maria Ruiz Tax year receipts Tomorrow
3/5
Partial
NP Nexus Properties Payroll records 2024 May 12
1/5
Pending
BS Bennett & Sons VAT documents Q4 May 8
0/4
Overdue
PK Priya Kapoor Clinic Annual accounts May 15
3/4
Partial
Documents received
Tom uploaded 3 files just now
Just 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

The reality

Every tax season starts
the same way.

You've got the skills, the software, and the clients. What you don't have is time — because half of it disappears into the same three problems.

The infinite email chain

Every client becomes a 47-email thread. Follows up. Re-sends. Wrong file. Right file, wrong year. WhatsApp screenshots of receipts. Your inbox is a document graveyard.

Tax season tidal wave

You remind clients in November. You remind them in January. Then March 29th hits and every single client decides today's the day. All at once. All incomplete.

Zero visibility

At any moment, you have no idea what's actually been received, what's still missing, or which client is 48 hours from a missed deadline. You find out when it's already too late.

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. Quire builds the rest for you — the instructions, the reminders, the portal.

30 seconds per client
02

They get a magic link

No account. No password. No "I forgot how to log in." Just a link — via email or SMS — that opens directly on their phone. It tells them exactly what to upload and how.

No login. Works on any phone.
03

Documents arrive. You relax.

Files land in your dashboard, organized by client and request. Status updates automatically. Nudges go out when clients are slow. You stop chasing — permanently.

Zero manual chasing

The difference

What leaves. What stays.

Before Quire
Chasing the same 5 clients for documents every week
Documents buried across endless email threads and WhatsApp
Complex portals clients can't figure out how to log into
Zero visibility on what is received vs. what is missing
March panic when everyone submits everything at the last minute
After Quire
Automated nudges handle every follow-up for you
Every document organized by client, instantly searchable
Clients get a magic link — no password or app required
Real-time dashboard shows exact client status instantly
Spread-out submissions because reminders start automatically

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
Quire Logo
Quire
Johnson Tax

Hi James

Sarah requested a few documents from you.

You have items to complete

2 documents · 1 signature
3
Documents needed 2 pending
2024 bank statements Pending
1 of 3 uploaded
Documents to sign 1 pending
Engagement letter Sign
Open portal →

No account needed · Works on any phone

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

Real-time dashboard

Know exactly where
every client stands.

Ditch the mental spreadsheets and inbox search loops. Your real-time dashboard gives a bird's-eye view of every pending, partial, and completed request instantly.

  • Real-time status tracking — pending, partial, received, and approved
  • Progress indicators — visual percentage bars showing exact missing files
  • Instant landing notifications — know the second a client uploads
Client document status
HA
Hartwell & Associates
Complete
MR
Dr. Maria Ruiz
Partial
NP
Nexus Properties
Pending
BS
Bennett & Sons
Overdue
PK
Priya Kapoor Clinic
Partial

Signatures

Built-in e-signatures.
No extra tools.

Engagement letters and authorizations can be signed securely without third-party tools. Built directly into the same frictionless magic link portal they already have open.

  • Flexible inputs — type, draw, or upload signature files easily
  • Handwriting choices — 6 typography options for clean, elegant styling
  • Compliance audit trail — full secure logging of IP addresses and timestamps
Sign Document Secure Signature
Type Draw Upload
Sarah Jenkins
IP: 198.51.100.42 · Verified
Font style:
Aa Bb Cc Dd
Insert Signature

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
QuickBooks
Xero
FreshBooks
Soon
drive-color Created with Sketch.
Google Drive
Zapier
Notion

Early feedback

From professionals who've been there.

"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

"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

"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
  • QuickBooks & Xero sync
  • 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