Now with auto-reminders

One Platform to Request, Collect, and Organize
Client Documents

Send a magic link, set your checklist, and let automated reminders do the follow-up. Clients upload directly to your cloud — no logins, no back-and-forth emails.

Start Free TrialSee How it Works

14-day free trial · No credit card required

Document Requests
4 active requests
G
Greenfield LLC
5 of 5
Complete
A
Apex Partners
3 of 4
In Progress
M
Marina Holdings
1 of 6
In Progress
B
Brightside Co.
0 of 3
Sent

Trusted by 500+ agencies and accounting firms

Acme CorpPinnacle CPASummit AdvisoryAtlas FinanceMeridian GroupNova Partners

Everything you need, nothing you don't

A focused set of tools designed to make document collection effortless for you and your clients.

Magic Link Portals

Clients click a single link to access their upload portal. No accounts, no passwords, no friction. Just instant access.

Smart Reminders

Automated email nudges every 48 hours until documents are submitted. No more manual follow-ups eating your day.

Custom Checklists

Build tailored document checklists for each client or project. Specify file types, add instructions, and set deadlines.

Secure File Storage

Files upload directly to encrypted cloud storage. AES-256 encryption at rest. SOC 2 compliant infrastructure.

Real-Time Progress

See exactly which documents are in, which are pending, and who needs a nudge — at a glance.

Auto-Completion

Requests close automatically when every item on the checklist is fulfilled. You and your client get notified instantly.

How CompleteLane works

Three simple steps to eliminate document collection headaches.

1

Create a checklist

Specify exactly which documents you need from each client. Use templates or build from scratch.

2

Send the link

Your client receives a simple, branded upload portal. No login required — just click and upload.

3

Collect automatically

Automated reminders handle the follow-up every 48 hours until everything is in. You stay focused.

Why teams choose CompleteLane

See how we stack up against the alternatives.

FeatureCompleteLaneBest ValueEmailGoogle DriveContent SnareFileInvite
No client login needed
Automated reminders
Custom checklists
File type validation
Progress tracking
Auto-completion detection
Secure cloud storage
Free trial

Simple pricing for every team size

All plans include a 14-day free trial. No credit card required.

Starter

$25/mo

For solo practitioners getting started

Start Free Trial
  • 100 active requests
  • 1 GB storage
  • Email reminders
  • Magic link portals
  • Custom checklists
  • Basic support
Recommended

Professional

$85/mo

For growing firms with active clients

Start Free Trial
  • 500 active requests
  • 10 GB storage
  • Email reminders
  • Magic link portals
  • Custom checklists
  • Priority support
  • Team collaboration
  • Custom branding

Premium

$150/mo

For established firms scaling up

Start Free Trial
  • 2,000 active requests
  • 20 GB storage
  • Email reminders
  • Magic link portals
  • Custom checklists
  • Priority support
  • Team collaboration
  • Custom branding
  • API access

Enterprise

$500/mo

For organizations that need it all

Coming Soon
  • Unlimited requests
  • 50 GB storage
  • Email reminders
  • Magic link portals
  • Custom checklists
  • Dedicated support
  • Team collaboration
  • Custom branding
  • API access
  • SSO / SAML
  • Custom integrations
  • SLA guarantee

What our users say

Real feedback from teams who simplified their document collection.

“CompleteLane cut our document turnaround time from two weeks to three days. Clients actually enjoy the process now.”

SM

Sarah Mitchell

Partner, Mitchell & Associates CPA

“We used to send dozens of follow-up emails per engagement. Now the reminders handle everything automatically. Game changer.”

DC

David Chen

Operations Manager, Horizon Financial Group

“The magic link portals are brilliant. Our clients are not tech-savvy and they have zero issues uploading documents.”

RT

Rebecca Torres

Founding Director, Clarity Bookkeeping

Frequently asked questions

Everything you need to know before getting started.

Do my clients need to create an account?

No. Clients receive a magic link that takes them directly to a secure upload portal. There is no sign-up, no password, and no app to install. They click, upload, and they are done.

What file types are supported?

CompleteLane accepts PDF, JPG, PNG, HEIC, DOCX, XLSX, and CSV files. Each file can be up to 50 MB. We validate file types automatically so clients cannot upload unsupported formats.

How do automated reminders work?

Once you send a document request, CompleteLane emails your client a reminder every 48 hours for any outstanding items. Reminders stop automatically once all documents are uploaded.

Is my data secure?

Absolutely. Files are encrypted in transit and at rest. We use direct-to-cloud uploads so files never pass through an intermediary server. Full audit trails are maintained for every action.

Can I try CompleteLane before committing?

Yes. Every plan includes a 14-day free trial with full access to all features. No credit card is required to start. You can cancel anytime during or after the trial.

What happens when I hit my request limit?

You will receive a notification when you approach your limit. You can upgrade your plan at any time to increase your allowance. Existing requests continue to work even if you reach the cap.

Ready to simplify document collection?

Join 500+ agencies already using CompleteLane to collect client documents faster.

Start Free Trial

No credit card required. Cancel anytime.