Question 1

Is there a free trial?

Accepted Answer

Yes. 14 days. No credit card required.

Question 2

Do my clients need an account?

Accepted Answer

No. They open one secure link. No password, no signup. You control how access is handled per workflow.

Question 3

Can I request files and answers in one place?

Accepted Answer

Yes. Uploads, text fields, checklists, signatures, and structured form fields, all in one request.

Question 4

Is this only for accountants?

Accepted Answer

The product is optimised for accounting and bookkeeping workflows, but any team with structured document collection can use it.

Question 5

What happens after the trial?

Accepted Answer

You can continue on the paid plan you choose to keep using your active workflows and history. Or stop. No commitment.

Question 6

Can I reuse templates?

Accepted Answer

Yes. Save any request structure as a template and send it to the next client in seconds.

Question 7

How is client data kept secure?

Accepted Answer

Workflows run through controlled access links and tracked submission history, so collection stays structured and auditable.