Coming Soon
CollectRelay for Accountants
Tax returns, K-1s, bank statements, receipts — stop emailing back and forth with clients during busy season. CollectRelay gives accounting firms a secure, organized portal to request, collect, and review every document for every engagement.
Tax Document Collection
Request W-2s, 1099s, K-1s, and prior returns with one link per client.
Financial Statements
Collect bank statements, P&Ls, and balance sheets organized by period.
Client Onboarding
New client intake with engagement letters, ID verification, and prior-year data.