Can one link request multiple documents?
Yes. You can request several checklist items through the same client workflow.
Secure upload links
Secure document upload link for clients
Last updated: 4 June 2026
Replace “please email your files” with one private link that shows your client exactly what to upload.
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
Solo accountants, bookkeepers, and small firms
Bank statements
Receipt photos
Signed letters
Insurance certificates
Real-world example
A bookkeeper texts a client: “Use this link to upload your March bank statement and sales invoices.” The client uploads from their phone; the bookkeeper sees both items marked received without opening email attachments.
Problem
Why firms search for secure document upload link for clients
Email attachments are easy to lose and hard to audit.
WhatsApp files are informal and difficult to organise.
Clients upload the wrong document type repeatedly.
Staff cannot tell which link was used for which request.
Outcome
What ComplyChase AI helps you put in place
Tokenised upload links per request
Files tied to checklist items
Upload notifications for staff
Private storage instead of inboxes
Example workflow
A practical way to handle this client document work
- 1. Start from a repeatable checklist for Bank statements. Start from a repeatable checklist for Bank statements.
- 2. Give the client a secure upload path instead of scattered email attachments. Give the client a secure upload path instead of scattered email attachments.
- 3. Keep every requested document visible by client, due date, and status. Keep every requested document visible by client, due date, and status.
- 4. Use AI suggestions as a helper, then confirm or edit before saving deadlines. Use AI suggestions as a helper, then confirm or edit before saving deadlines.
- 5. Keep upload history, notes, and evidence together for internal review. Keep upload history, notes, and evidence together for internal review.
Example checklist
Documents and evidence firms often request
Bank statements
Add owner, due date, status, reminder timing, and proof notes.
Receipt photos
Add owner, due date, status, reminder timing, and proof notes.
Signed letters
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 solo accountants, bookkeepers, and small firms ask
Are links time-limited?
Upload links can be managed as part of your request workflow with expiry controls on access.
Related solutions
More guides for UK accountants and bookkeepers
Pricing CTA
Start from £29/month for up to 10 clients.
Email reminders are included in all plans. Paid add-ons, including WhatsApp reminders, are coming soon.
Ready to reduce document chasing?