features
Everything you need.
Nothing you don't.
Quire is deliberately lean. Every feature exists because a real accounting firm needed it, not because a product manager needed to fill a roadmap slide.
Join the waitlistClient experience
Magic link portal
Every other portal asks clients to create an account and remember a password. Quire sends a direct link. They tap it, see exactly what you need, and upload in seconds — from any phone. The portal shows your firm's name, supports dark mode, and guides clients through every step with clear progress indicators.
- No account. No password. No app to download.
- Works perfectly on any smartphone browser.
- Clients see a clear checklist with progress bars, not a confusing folder tree.
- Sign documents, upload files, and message your firm — all through the same link.
- Branded with your firm name. Light and dark themes built in.
- Optional notes per upload so clients can add context.
Hi Sarah
Sarah requested a few documents from you.
Automation
Smart reminders
Set a deadline once. Quire watches it and sends timed nudges — via email and SMS — as it approaches. Reminders stop the moment the client submits. You see nudge history and open rates per client, so you know exactly what's happening without lifting a finger.
Request sent
May 1 · 9:00am
Client opened portal
May 2 · 2:34pm
Auto-nudge via SMS
May 5 · 10:00am
All documents received
May 7 · 11:22am
Visibility
Real-time dashboard
Your dashboard shows stat cards — documents received today, requests pending, overdue count, and overall completion rate — updated in real time. Below that, a sortable client table with per-request progress bars, due dates, and status pills. No mental spreadsheets.
Communication
Secure messaging
One thread per client, in context beside their documents. Clients reply directly from the portal — no email chains, no lost attachments. Quick-reply templates let you respond in one tap.
- Per-client message thread, not a shared inbox
- Clients reply directly from their magic link portal
- Quick-reply templates for common responses
- Unread badge on dashboard so nothing slips
- Full message history with timestamps
Signatures
Built-in e-signatures
Send engagement letters and documents for signature without a third-party tool. Clients open the document in a full-page PDF viewer, see pulsating signature fields exactly where they need to sign, and choose how — type with 6 handwriting fonts, draw freehand, or upload an image.
- Full PDF viewer with guided signature placement
- Type, draw, or upload — 3 signature methods
- 6 handwriting-style fonts for typed signatures
- Optional note with each signature for context
- Timestamped audit trail with IP address
- Download signed copies any time from your dashboard
Teams
Workspace & members
Invite your team, assign clients to specific members, and control who can do what with role-based permissions. Built for firms of 1 to 10 — deliberately not enterprise.
- Owner, admin, and member roles
- Email invites with configurable expiry
- Client assignment visible across the team
- Notification preferences per member
Integrations
Connects to your stack
Quire sits in front of your accounting software. It collects documents cleanly then passes data through — so you never replace tools that already work well for you.
- QuickBooks Online & Xero data sync (Pro)
- Google Drive export
- Zapier for everything else
- FreshBooks, Notion — coming soon
Document viewer
Interactive PDF viewer
When clients need to sign, Quire opens the document in a full-screen PDF viewer. Signature fields pulse with a gentle amber glow exactly where they need to sign. Once every field is completed, they submit — and the signed copy appears in your dashboard instantly.
- Full PDF rendering directly in the browser
- Pulsating signature fields guide clients to the right spots
- Multi-page support with progress tracking
- Fields turn green with a checkmark once signed
- No downloads, no plugins — works on any device
Organisation
Client management
Every client gets a profile with contact details, assigned team member, and a full history of every request, document, and message. Add clients individually or import a batch. Search, filter, and sort to find anyone in seconds.
- Client profiles with email, phone, and company info
- Assign clients to specific team members
- Full request and document history per client
- Search and filter across your entire client list
Alerts
Smart notifications
Get notified the moment a client uploads a document, signs a letter, or sends a message. Notifications appear in your dashboard and can be configured per team member — so everyone sees what matters to them, nothing they don't.
- Real-time in-app notifications
- Document upload and signature alerts
- New message notifications
- Configurable per team member
Accessibility
Dark mode portal
The client portal ships with a full dark theme. Clients can toggle between light and dark with one tap — their preference is remembered. Every element, from upload zones to signature pads, adapts perfectly to both themes.
- One-tap toggle in the portal top bar
- Preference saved automatically per client
- Respects system-level dark mode preference
- Every UI element designed for both themes
FAQ
Common questions
Does Quire require clients to create an account?
No. Clients receive a magic link via email or SMS. Tapping it opens their personalised portal directly — branded with your firm name, with clear instructions and a checklist of exactly what you need. No password, no account, no app to download.
How does Quire handle automated reminders?
When you create a document request with a deadline, Quire automatically sends timed reminders via email and SMS as the due date approaches. Reminders stop the moment the client submits. You can see nudge history and open rates per client from your dashboard.
How do e-signatures work in Quire?
Upload a PDF, place signature fields where you need them, and send. Clients open the document in a full-page viewer, see pulsating amber fields guiding them where to sign, and choose to type (with 6 handwriting fonts), draw freehand, or upload a signature image. IP address and timestamp are captured automatically.
Does the client portal support dark mode?
Yes. The portal includes a one-tap dark mode toggle in the top bar. It also respects the client's system-level preference automatically. Their choice is saved so it persists across visits.
Can multiple team members use Quire?
Yes. Quire supports workspaces with owner, admin, and member roles. Clients can be assigned to specific team members, notifications are configurable per member, and every member sees only what they need.
How does Quire integrate with QuickBooks and Xero?
On the Pro plan, you can connect your QuickBooks Online or Xero account. Documents and collected data sync through, so you are not re-entering anything you already gathered in Quire.
Can clients message me through the portal?
Yes. Each client has a dedicated message thread accessible from their portal link. You see messages in your dashboard with unread badges, and can respond using quick-reply templates or custom messages.
How do I get notified when a client uploads documents?
Quire sends real-time notifications whenever a client uploads a document, signs a letter, or sends a message. Notifications appear in your dashboard and can be configured per team member.
Ready to stop chasing?
Join the waitlist. Early members get launch pricing locked in forever.