ClientBrief

What it does

ClientBrief replaces the email chaos of collecting documents from clients. Send a checklist link — clients see exactly what's needed and upload directly, no account required. Track everyone's progress from one dashboard and let automatic reminders handle the follow-ups. Free to try.

Send one checklist, clients upload without an account, reminders go out automatically. Built for accountants, law firms, brokers and advisors. $7.99/mo flat.

Send a checklist. Clients upload without creating an account. You track progress. Built for accountants, bookkeepers, law firms, brokers and advisors — anyone whose work stalls waiting on paperwork. Scattered threads, missing attachments, clients replying to the wrong email. You spend more time chasing docs than doing taxes. Hi Sarah, your accountant has prepared a document checklist for your 2025 tax return. Click below to see what's needed and upload directly. Your client gets a beautiful checklist link. No login, no confusion. They see exactly what's needed and upload in minutes. See who's done, who's missing what, and send automatic reminders — all from a single dashboard. No more…from clientbrief.net

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