[ Limited Spots Available Private Beta ]

Stop chasing clients for documents

Most client portals were built for accountants. Folio is built for your clients — so they actually use it. Send a magic link. They upload from their phone. You stay in control.

Get early access See how it works

No commitment · Easy setup · Running in 10 minutes

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Live
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 invoices 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
Tax season
40–70% of accountant time is spent just collecting data
Industry research
99% of accountants experience burnout from manual follow-ups
Client adoption
Most portals fail because clients never log in
Market gap
340,000 fewer accountants in the workforce — automation is no longer optional
Pricing
Competitors cost $1,016+/mo — for features you'll never use
Tax season
40–70% of accountant time is spent just collecting data
Industry research
99% of accountants experience burnout from manual follow-ups
Client adoption
Most portals fail because clients never log in
Market gap
340,000 fewer accountants in the workforce — automation is no longer optional
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 Folio 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. Folio 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

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.

Every other portal asks your clients to create an account, remember a password, and navigate a dashboard built for accountants. No wonder they email you instead. Folio gives them a direct link. Mobile-first. Clear instructions. One tap to upload.

  • Magic link access — no password, no account creation
  • Works perfectly on any smartphone — not just "mobile compatible"
  • Clear checklist — clients know exactly what's needed, nothing to guess
  • Pay invoices and sign documents in the same place, same link
Folio
Secure
Hi James
Sarah needs 3 documents from you
2024 bank statements
Q4 VAT invoices
Payroll records
Tap to upload →

No account needed · Works on any phone

Automated follow-ups

Folio does the
chasing for you.

Set a deadline. Folio watches it. As it approaches, reminders go out automatically — via email or SMS — timed perfectly so clients don't feel spammed, just reminded. You never have to type "just following up" again.

  • Intelligent nudges — timed to deadline proximity, not spam triggers
  • Email and SMS — meets clients where they already are
  • Stops automatically once they've submitted — no awkward follow-ups after the fact
  • You stay informed — see nudge history and open rates per client
Bennett & Sons — Reminder timeline
Request sent
VAT invoices 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.

No more mental spreadsheets. No more "I think I got that last week." Your dashboard shows the full picture — every client, every request, every document — updated in real time the moment something changes.

  • Kanban view for all requests — pending, partial, received, approved
  • Instant notifications when documents land
  • Deadline alerts before things go overdue — not after
  • Document progress bars per client — see exactly what's missing at a glance
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
70%
of accounting time lost to data collection — Folio gives most of it back
10min
to set up and go live — not 3 weeks of onboarding
0
"did you get my email?" messages once your clients are on Folio
1
place for everything — requests, messages, documents, signatures, invoices

The difference

What leaves. What stays.

Before Folio
Chasing the same 5 clients every single week
Documents buried across 6 different email threads
Clients sending WhatsApp photos of paper receipts
No idea what's received vs what's still missing
March panic when everyone submits on the same day
Paying $1,000+/mo for features you'll never use
Portals your clients can't figure out how to log into
After Folio
Automated nudges handle every follow-up for you
Every document organized by client, instantly searchable
Clients upload properly, from their phone, in seconds
Real-time dashboard — you know everything, always
Spread-out submissions because reminders start early
Flat, honest pricing — no add-ons, no surprises
Clients get a magic link — nothing to learn, nothing to forget

Integrations

Works with what you already use

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

View all integrations
Folio
QuickBooks
Xero
FreshBooks
Soon
drive-color Created with Sketch.
Google Drive
Zapier
Notion

Early feedback

From professionals who've been there.

"I spent 2 hours every Monday just following up on missing documents. That time is gone now. Folio does it while I sleep."

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

"My clients actually use this. That alone makes it better than every other portal I've tried. They text me asking where the link is because they prefer it."

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

"Setup was genuinely 10 minutes. I've paid £900/month for tools that took 3 weeks to onboard and my team still didn't know how to use 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 — join the waitlist for early-bird rates.

Compare all plans
Starter
$29
per month · up to 25 clients
  • Client magic link portal
  • Automated nudges (email + SMS)
  • Document requests & status
  • Secure client messaging
  • 2 team members
Most popular
Pro
$69
per month · unlimited clients
  • Everything in Starter
  • Unlimited clients
  • E-signatures built in
  • Invoice + payment requests
  • QuickBooks & Xero sync
  • Up to 10 team members
We take 0% of your client payments. Ever.

Get early access

Tax season doesn't have
to feel like war.

Folio 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