PaperFlow is unclaimed —
PaperFlow lets CPAs and accountants create a private, secure client portal for collecting tax documents. The accountant builds an upload request with a document checklist, reviews the generated link, and shares it directly with the client, who uploads files via a no-password magic link. Uploaded documents are standardized, renamed, and organized in the accountant's dashboard, with real-time notifications when clients upload files.
What it's for
Collecting client tax documents (W-2, 1099s, 1098, K-1, etc.)Building a secure client upload portalTracking client document upload progress in real timeOrganizing and standardizing client-submitted files
Features 8
- Accountant-controlled portal creation (no direct client contact by vendor)
- Bank-level encryption for document transfer
- Custom client document checklist builder
- Live client preview before sending link
- No-password magic links for client uploads
- Real-time upload tracking and notifications
- Secure management dashboard
- Standardized and renamed document organization
At a glance
TypeWeb app
DeploymentCloud
PlatformsWeb
ForCPAs, accountants, tax professionals
No company, integrations, or compliance data published yet.
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