For accounting firms
Stop chasing client documents over email.
Send structured PBC and document lists, track missing files, send reminders, and organize every client submission in one inbox — built for tax season and year-round collection.
The problem
Document collection should not be your firm's second job.
Every busy season, the same pattern repeats: clients reply in fragments, filenames tell you nothing, and your team spends hours figuring out who sent what — and what is still missing.
Tax season turns into inbox archaeology
W-2s, 1099s, and bank statements arrive in random threads — half labeled "final_v3.pdf."
PBC lists live in email, not in workflow
You send the same document checklist every year, then manually track who replied.
Missing items hide until the deadline
You only discover a client never sent payroll reports when you're already behind.
Monthly closes repeat the same chase
Bank statements and receipts come in late, scattered, and without context.
How it works
From PBC list to organized inbox — without another email thread.
- 1
Build the request once
List every document the client owes — bank statements, payroll, prior-year returns, engagement letters — with file types and limits.
- 2
Send one link
Share a single URL by email or portal. Clients upload from any browser. No Saffna account required.
- 3
Review in your inbox
Submissions land in one place, tied to the client and request. Accept, reject, or request a resubmit.
- 4
Track what's still outstanding
See which clients have not sent required files and follow up without rebuilding the thread.
Built for accounting workflows
Tax season, monthly closes, and everything in between.
Whether you are collecting year-end packages or the same bank statements every month, Saffna keeps the request structured and the status visible.
PBC and document lists
Turn your provided-by-client checklist into a structured request clients can actually follow.
Outstanding tracking
Know which documents are still missing before tax season turns into firefighting.
Reminders and follow-ups
Nudge clients who have not submitted — without copying the same email to twenty threads.
Templates for recurring work
Reuse monthly bank statement, payroll, and quarterly packages instead of rebuilding requests.
Client history
See what each client has sent, when, and under which request — even across busy seasons.
Permanent and recurring links
Keep one link for ongoing monthly uploads or spin up a fresh request for each engagement.
Questions accounting firms ask
- Can Saffna replace PBC lists and document request emails?
- Yes. You define the exact files each client should send, share one link, and track what has arrived and what is still missing — without rebuilding the list in email every season.
- Can I reuse the same document request every month or quarter?
- Yes. Save recurring requests as templates or use permanent links so monthly bank statements, payroll files, and quarterly packages go to the same structured request every period.
- How do I know which client sent which files?
- Every submission is tied to the client, the request, and the time it arrived. Your inbox shows who sent what — even when multiple clients use similar file names.
- Are client uploads secure?
- Yes. Uploads are scanned for malware, blocked file types are rejected, and known-bad hashes are checked before files reach your inbox.
Ready for a calmer document season?
Send your first structured client request in minutes. No client accounts required.