Three steps. Zero headaches.
Your inbox looks like this
Scattered threads, missing attachments, clients replying to the wrong email. You spend more time chasing docs than doing taxes.
Send one clean email
Your client gets a beautiful checklist link. No login, no confusion. They see exactly what's needed and upload in minutes.
Track everything in one place
See who's done, who's missing what, and send automatic reminders — all from a single dashboard. No more follow-up emails.
From chaos to calm in 2 minutes
Loved by professionals
"Tax season used to be 40% doing taxes and 60% chasing the same documents. ClientBrief eliminated that entirely."
Solo tax preparer
120+ clients
"ClientBrief completely changed how we onboard clients. What used to take days of back-and-forth emails now takes one link and five minutes."
Loren Garcia
Everything you need, nothing you don't
Smart checklists
Reusable templates for every engagement type. Set it once, use it forever.
Client portal
A clean upload page. No login required for your clients.
Live dashboard
See who's done, who needs a nudge — everything at a glance.
Auto-reminders
Automatic email nudges until all documents land. Set it and forget it.
Secure uploads
Bank-level encryption. Files accessible only to you and your client.
Save 5+ hrs/week
No more 'Did you send the W-2?' emails. Reclaim your busy season.
One plan. Everything included.
14 days free. Then $7.99/month. Cancel anytime.