Less chasing. More moving forward.
Fast, Secure & Reliable.
Document collection made simple.
Good work starts with
everything in one place.
The documents you need. The answers that matter.
One secure request, from first hello to final approval.
A lot more human.
- Accountants
- Advisors
- Property teams
- Small businesses
One link. The whole picture.
Bring the loose ends together.
From the first document to the last answer,
keep the next step clear for everyone.
How it works
From first request to all set.
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Create your workspace
Set up your account and keep your client requests organized in one place.
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Build your request
Choose documents and intake forms from your library, or install a Marketplace starter. Add instructions and send.
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Clients complete it
Clients verify their email, upload files, and answer your intake questions through one secure link. No client account needed.
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Review and move forward
Review files and answers, request corrections, and approve completed intake forms. Download clean files when you need them.
Why choose us
Less chasing.
More clarity.
Keep the paperwork moving without making your clients jump through hoops. FSTDocs brings documents, intake answers, and follow-up into the same workflow.
Find your plan-
A smoother client experience
One request link for files and intake answers. Clients verify their email without creating a separate account.
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A head start on every request
Reuse your document templates and intake forms, or install an admin-published starter from Marketplace.
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Follow-up with less effort
Set a reminder schedule and keep item-specific conversations alongside the request, rather than scattered across email threads.
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Review with context
See submitted answers, request corrections, and approve intake forms with an encrypted history of changes and who made them.
Your next client. A smoother start.
Less paperwork energy.
More people energy.
Documents and answers. Finally on the same page.