Stop trading documents over email
Returns, financials, payroll, onboarding docs. Your clients get a secure portal. You see exactly who opened what.
- Send returns, financials, and payroll in one place
- Collect bank statements, tax docs, and onboarding paperwork via portal
- Track who opened and who didn't, before the deadline
Free forever. No credit card required.
Before and after QX
Without QX
- Email 200 returns during tax season, no idea who opened them
- Chase bank statements and receipts for weeks over email
- New client onboarding = hunting for formation docs, IDs, and prior returns
- Tax season: W-2s and 1099s trickling in across 5 channels for weeks
With QX
- Returns on a portal with tracking. See who viewed and who didn't
- Structured request via portal, clients upload everything in one place
- Onboarding checklist ready, client sees exactly what's missing
- Tax prep request with reusable package, everything organized by client
How it works
Share documents
FreeUpload documents
Returns, financials, payroll, notices. Organize by client
Client gets a link
Email notification, secure portal access
Track everything
See who opened and who didn't, before the deadline
Collect documents
Paid plansCreate a request
Bank statements, receipts, onboarding, tax prep. Define what you need, from whom
Client uploads via portal
No email, no attachments, everything in one place
Receive and validate
Documents arrive structured, ready for bookkeeping
What you can do with QX
What you send
Free- Tax returns and extensions (1040, 1120, 1065, K-1s, 990)
- Payment vouchers and notices (estimated tax, 941, 940)
- Financial statements (P&L, balance sheet, trial balance)
- Payroll documents (W-2, 1099-NEC, pay stubs)
- Engagement letters and compliance documents
What you collect
Paid plans- Client onboarding (IDs, formation docs, prior returns, EIN letter)
- Monthly bookkeeping (bank statements, receipts, invoices, contracts)
- Annual tax prep (W-2s, 1099s, 1098s, K-1s, crypto records)
- Ad-hoc requests (entity changes, loan applications, audit support)
Simple pricing for accountants
Share documents
Free, forever
Send documents to your clients without paying anything. Unlimited folders, unlimited clients. No trial. No credit card.
- Unlimited client folders
- Bulk upload and organize by client
- See who opened, who didn't
- Secure access links, no attachments
Collect documents
$0.20 per document
Need to collect bank statements, tax documents, onboarding paperwork? QX handles structured document collection too.
- Create requests for specific documents
- Clients upload via secure portal
- Track submissions in real time
- Reusable document packages
Ready to start?
Your clients deserve better than email attachments.
Create your free account in 2 minutes. No credit card, no trial expiration.
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