Send a secure link — no account required
The fastest way to lose a client halfway through onboarding is to ask them to create an account first. Recipients open a private portal from an emailed link, answer at their own pace, and everything saves as they go.
A private link, not a login
Each recipient gets their own token-verified link that expires. There is no password to choose, no app to install, and nothing to remember if they come back to it three days later.
- Token-verified access with expiring links
- No recipient account, password, or install
- Autosave with progress tracked per section
- The form validates before it can be submitted, so incomplete bundles never arrive
Legal entity name
Incorporation dateMaya is editing
Certificate of incorporation
However many directors, dependants, or assets there are
The recipient decides how many entries a section needs, not you. Define the fields for one director, and they add an entry per person — each one captured against the same fields, so the result is uniform across every client.
- Add and remove entries without you reissuing the request
- Nested groups: an entry can contain its own repeatable rows
- Every entry returns the same fields, which is what makes review fast
Ownership & directors
Repeatable section
Director 1
Previous addresses
Director 2
The chasing happens without you
Set a due date and pick a reminder cadence when you send the request. Reminder emails then go out on that schedule whether or not anyone remembers to check. Unlimited emails and reminders on every plan.
- Five strategies: none, 3 days before, 5 days before, weekly, or every 3 days
- Recurring schedules create and send the next request automatically
- Reminders are email only
Reminders
DOC-2024-014
Reminder strategy
When more than one person has to answer
Some requests belong to one person; others need a client, their accountant, and a solicitor. Choose individual or collaborative submission per request, and send the same request to as many recipients as it needs.
- Individual or collaborative submission modes
- Multiple recipients per request, each with their own link
- Live presence and cursors in collaborative forms (Growth and Scale)
Recipients
DOC-2026-031 · 3 people
Submission mode
Nadia Okafor
own portal link
Liam Chen
own portal link
Priya Raman
own portal link
Each person gets their own link. Live presence and cursors are available on Growth and Scale.