Everything before you start
Questions are answered and documents uploaded before the work begins, so jobs don't stall waiting for information.
Collect client documents before the work starts
Set up the questions and documents you need from new clients once. strively sends the request automatically as soon as a proposal is accepted, so everything is in before you start the work, including bespoke records for clients such as overseas businesses.
Included in every plan, from £110 a month.
What is client document collection software?
Client document collection software gathers the information and files an accountant needs from a new client, such as UTRs, bank statements and last year's accounts, without chasing by email. In strively, you build custom forms with questions and file uploads, and they're sent automatically as part of onboarding once a client accepts their proposal. You can ask specialist clients, such as overseas businesses, for the bespoke records their work needs, and collect documents for manual AML checks.
Why practices collect client documents with strively
No more email chasing
No hunting through inboxes for attachments, and no asking for the same details twice.
Bespoke when you need it
Ask overseas businesses and other specialist clients for the extra records their work depends on.
How document collection works
From accepted proposal to everything you need, in one flow.
Build your form
Add the questions and documents you need, such as UTRs, bank statements and last year's accounts.
Proposal accepted
When a client accepts their proposal, the request goes out automatically.
Client responds
They answer your questions and upload their files in the browser, on any device.
Ready to start
You have their answers and documents before the work begins.
Everything document collection can do
Bespoke requests for specialist clients
Some clients need more than the usual details. Ask overseas businesses, trusts or landlords for exactly the records you need before you can act for them.
- Your own questions and fields
- Specific requests for clients such as overseas businesses
- Answers in one place, not scattered across emails
Your form · Overseas business
Country of incorporationText
Overseas tax referenceText
Certificate of incorporationUpload
Register of shareholdersUpload
File uploads for documents
Clients upload bank statements, last year's accounts and anything else you need, straight into the form.
- Upload documents from any device
- No email attachments to save and rename
- Answers and files arrive together
Uploaded · Brook Lane Dental
Accounts 2025.pdfLast year's accountsReceived
Statements Jul–Sep.pdfBank statementsReceived
Employee list.xlsxPayroll detailsReceived
Documents for manual AML checks
When a client can't be verified electronically, use a form to request the documents for a manual check. Your standard checks still run in AML HQ.
- Request certified ID and proof of address
- Ask for source of funds where you need it
- Arrives with the rest of the client's information
Manual AML documents · J. Okafor
Certified passportUploaded
Proof of addressDated in the last 3 monthsUploaded
Source of fundsAnswered
Ready for your manual AML review
Sent automatically as part of onboarding
The request goes out as soon as the proposal is accepted, in the same flow as the engagement letter and AML checks.
- Sent automatically after acceptance
- Part of the same onboarding flow
- Nothing to remember to send
Onboarding · Hartley & Co Ltd
ProposalAccepted
Engagement letterSigned
Information requestComplete
AML checkPassed
Document collection for every kind of practice
Ask for the information your work depends on, before it starts.
Accountants
Collect UTRs and last year's accounts before year-end work begins.
Example: UTR, prior-year accounts and bank statementsBookkeepers
Get bank statements and VAT details before the first month's books.
Example: bank statements and VAT registrationPayroll bureaux
Collect employee and pension details before the first pay run.
Example: employee list and pension scheme detailsTax advisers
Gather the facts of a specialist case before the advice begins.
Example: property sale details for a capital gains claimHow strively's document collection compares
strively sends your information request automatically as soon as a proposal is accepted, in the same onboarding flow as the engagement letter and AML checks.
strively · Custom questions and file uploads, sent automatically after acceptanceBuilt in
Ignition · Document collection through integrations such as SmartVaultThrough integrationsGoProposal · No client forms or document uploads foundNo or not foundFigsFlow · Forms and requests with file uploads and remindersBuilt inSocket · Socket FormsBuilt inBetter Proposals · Onboarding forms after signingBuilt inPandaDoc · Web forms on paid usage creditsBuilt inChecked October 2026 against each tool's published information. Follow a row for the full comparison.
Where document collection fits in
Every strively feature hands over to the next, from first enquiry to onboarded client.
- Engagement letters →UK-format letters and terms of business.
- You're hereDocument collectionQuestions and uploads, sent automatically.
- AML checks →Checks as part of every onboarding.
- Direct debit mandates →New clients added to your Adfin mandate.
Frequently asked questions
Client document collection software gathers the information and files an accountant needs from a new client, without chasing by email. In strively, you build custom forms with questions and file uploads, and they're sent automatically once a client accepts their proposal.
Yes. Your forms can include file uploads, so clients can send bank statements, last year's accounts or anything else you need, from any device.
Automatically, as soon as a client accepts their proposal. It's part of onboarding, alongside the engagement letter, AML checks and direct debit set-up.
Yes. You set up your own questions and document requests, so you collect exactly the information your practice needs before starting the work.
Yes. Set up bespoke requests for clients who need more than the usual details, such as overseas businesses that need specific records before you can act for them.
Yes. If a client can't be verified electronically, use a form to collect the documents for a manual check, such as certified ID, proof of address or source of funds. Your standard AML checks still run in AML HQ.
Yes. It's included in Automate, Report and Team.
No. Document collection is part of strively, so you don't need a separate form tool to collect information from new clients.
Have everything you need before the work starts
A 30-minute demo, tailored to your firm, using the kind of enquiries you get every week.
Book a demo