Does this automatically make me GDPR compliant?
No software can automatically guarantee GDPR compliance. It provides secure workflows that support your GDPR obligations.
GDPR-aware portal
A safer client document portal for UK accountants
Move sensitive client proof out of ordinary inboxes and into a controlled upload workflow with private storage, signed downloads, and activity tracking.
ComplyChase AI helps track documents, expiry dates, reminders, uploads, and proof. It does not provide legal, tax, accounting, or compliance advice. Final responsibility remains with the business, accountant, adviser, or authorised user.
Best For
UK accountants, chartered accountants, bookkeepers, and client service teams
ID scans
Proof of address
Payroll documents
Tax records
Company evidence
Insurance certificates
Problem
Why firms search for gdpr document portal for accountants
Sensitive files are sent through regular email.
Files are downloaded locally and difficult to trace.
Teams cannot easily prove who accessed or updated evidence.
Clients need a simple upload path without another login.
Outcome
What ComplyChase AI helps you put in place
Secure upload links
Private workspace storage
Signed file downloads
Activity logs for uploads and changes
Example workflow
A practical way to handle this client document work
- 1. Choose the checklist: Start from a repeatable list for ID scans.
- 2. Send one secure request: Give the client a clear upload path instead of scattered email attachments.
- 3. Track missing items: Keep every requested document visible by client, due date, and status.
- 4. Confirm dates manually: Use AI suggestions as a helper, then confirm or edit before saving deadlines.
- 5. Store proof: Keep upload history, notes, and evidence together for internal review.
Example checklist
Documents and evidence firms often request
ID scans
Add owner, due date, status, reminder timing, and proof notes.
Proof of address
Add owner, due date, status, reminder timing, and proof notes.
Payroll documents
Add owner, due date, status, reminder timing, and proof notes.
Tax records
Add owner, due date, status, reminder timing, and proof notes.
Company evidence
Add owner, due date, status, reminder timing, and proof notes.
Insurance certificates
Add owner, due date, status, reminder timing, and proof notes.
Free tool CTA
Create a checklist, reminder email, tracker, calendar reminder, or workflow diagram before you move the process into ComplyChase AI.
Try Free Tools
FAQ
Questions UK accountants, chartered accountants, bookkeepers, and client service teams ask
Do clients need portal accounts?
No. Upload links are designed to reduce client friction while maintaining security.
Pricing CTA
Start from £28.99/month for up to 10 clients.
Email reminders are included in all plans. WhatsApp reminders are available as an optional paid add-on.
Ready to reduce document chasing?