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Actis Docs
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Stop chasing documents.

Turn document collection into a system.

Actis Docs is a document request & collection platform that replaces email ping-pong with a structured workflow: request documents, collect uploads via secure links, review and re-request, and let automated reminders handle the chasing.

Start using Actis DocsSee how it works
  • Clients upload via simple links — no accounts, no passwords
  • Review uploads: approve, reject, comment
  • Automatic reminders + recurring requests (monthly/quarterly)
No more email chaosClean filesClear statusZero chasing
Example workflow
Request → Upload → Review
Acme Holdings
Monthly VAT • 6 requested • Due: 2026-01-31
Missing items
Bank statements
Pending
VAT report
Accepted
Proof of payment
Rejected (wrong month)
Payroll export
Pending
Auto naming: acmeholdings_bankstatements_2026-01.pdf
Reminder scheduled: 14 days before due date
Export

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Email wasn’t built for document workflows

Professionals lose time, money, and sanity chasing clients for documents. Endless threads, wrong files, missing items, manual follow-ups, messy filenames — admin work that doesn’t scale.

No more email ping-pong

Clear status for every requested document

Re-request incorrect files instantly

Automated follow-ups and recurring requests

Uniform naming for clean handovers & audits

Export everything organised—no cleanup required

From request to approval — fully automated

A workflow engine, not just storage. Simple enough for small firms, powerful enough to scale.

Structured document requests

Request specific documents per client. Clients see clear expectations—no confusion, no back-and-forth.

Frictionless client uploads

Secure upload links with a simple UX. Clients upload without creating accounts or passwords.

Review & re-request workflow

Approve, reject, or comment on each upload. Instantly re-request incorrect or missing documents.

Intelligent reminders

Recurring requests (monthly/quarterly) and automatic follow-ups until everything is complete.

Uniform file naming

Automatic naming like clientname_documentname_YYYY-MM.pdf — fewer errors, easier audits and handovers.

Clean exports

Download everything organised and ready for your existing systems—no manual cleanup required.

Clients upload. You review. The system handles the rest.View pricing

How it works

STEP 01
Create a client + request
Choose a template or build a request list for a specific workflow (monthly, onboarding, compliance, etc.).
STEP 02
Send the upload link
Clients upload via secure link with zero friction. No portal accounts required.
STEP 03
Review, re-request, export
Approve or reject uploads, auto-remind missing items, then export everything cleanly organised.
Stop chasing documents

Built for professionals who manage many clients

Strongest fit for recurring, time-sensitive compliance workflows where follow-ups and mistakes are expensive.

Primary

Accountants, bookkeepers, tax practitioners, payroll providers, compliance consultants.

  • Recurring monthly document needs
  • Deadlines + compliance pressure
  • High admin cost when clients delay
  • Willingness to pay for reliability

Secondary

Legal firms, financial advisors, property managers, HR & outsourcing firms.

  • Repeatable client intake workflows
  • Audit-ready document trails
  • Less back-and-forth with clients
  • Cleaner handovers and exports

Positioning: Actis Docs sits between email chaos and enterprise bloat. Same workflow engine, with messaging tailored per industry: “Document Collection for Accountants”, “Client Document Requests for Legal Firms”, “Compliance Document Management”.

Pricing

Tiered SaaS pricing (SA-first, global-ready). If Actis Docs saves you 2–4 admin hours per month, it pays for itself.

Entry

Solo / micro firms

$19 / mo

  • Structured document requests
  • Frictionless client uploads
  • Review + re-request workflow
Start

Core

Sweet spot

$59+ / mo

  • Recurring monthly requests
  • Automated reminders until complete
  • Uniform file naming + clean exports
Choose Core

Professional

Teams / scale

$89+

  • Multiple internal users
  • Higher client volumes
  • Priority onboarding & support
Contact sales

Why professionals buy: time saved, fewer mistakes, fewer follow-ups, less stress, cleaner operations.