Stop chasing.
Start submitting.
The easiest way for professional firms to collect every document they need from clients. Send a checklist, and submit.ly tracks what's missing, reminds clients until it's complete, and hands you the files ready for review.
- Free plan, no card needed
- Clients never create an account
- Set up in 5 minutes
Northwind Bakery Ltd
Year-end accounts FY2025
- Bank statements (full year) Approved
- Sales invoices Approved
- Purchase receipts Review
- Payroll summaries Needed
- Loan agreements Needed
How it works
From “can you send me…” to done
Four steps that replace the email threads, the spreadsheets and the awkward follow-up calls.
- 01
Send requests automatically
Pick a checklist template, choose the client, and hit send. They get a clear email with a private upload link — no logins, no PDFs to print.
- 02
Track missing documents
Every request shows exactly what's received, what's approved, and what's still outstanding — across all your clients, in one place.
- 03
Remind clients until complete
Polite, automatic reminders go out on your cadence until the last document lands. You never write another chaser email.
- 04
Get files ready for review
Approve what's right, send back what isn't with a note. Files are organised by client and request, ready when you are.
Features
Everything you need to collect documents
Purpose-built for firms that ask clients for the same documents, again and again.
No client accounts
Clients upload through a private link. No passwords, no onboarding, nothing to forget.
Checklist templates
Year-end accounts, KYC, mortgage packs — build a checklist once, reuse it for every client.
Automatic reminders
Choose a cadence per request. Reminders stop the moment everything is in.
Approve or send back
Accept documents with one click, or reject with a note and the client is asked to re-upload.
Due dates & overdue alerts
Set a deadline and see at a glance which clients are running late.
Full activity trail
Every send, reminder, upload and approval is logged — useful when a client says they already sent it.
Built for teams
Invite colleagues to your firm's workspace and share the same client list and templates.
Secure by default
Files are encrypted at rest and in transit, served only over private, expiring links.
You own your data
Download everything at any time. Delete a client and their files go with them.
Client portal
An upload page your clients will actually use
Every request comes with a private link. Clients see exactly what you need, upload from their phone or desktop, and can come back later to finish — without creating an account.
- Works on any device, no app to install
- Progress saved automatically between visits
- Clear status for each document: needed, received, approved
Harper & Lowe Accountants asks for
Year-end accounts FY2025
No account needed · Come back any time
Review
Approve the right documents, send back the wrong ones
Preview each upload, approve it, or reject it with a short note. The client gets a friendly email asking for a new copy and the checklist updates itself.
- One-click approve and reject
- Rejection notes go straight to the client
- Request closes automatically when everything is approved
passport-scan.jpg
1.2 MB · uploaded by Hannah, 2h ago
Note to client
The scan is blurry — please photograph the photo page in good light.
Reminders
Reminders that stop the moment they're not needed
Set the cadence once. submit.ly nudges clients about only the documents still outstanding, and goes quiet as soon as the last one is in.
- Choose every day, every 3 days, weekly — per request
- Reminders bring the deadline forward automatically
- Every reminder is logged, so you can prove you asked
Reminder schedule · every 3 days
-
Request sent to Tom
Mon 2 Mar
-
Reminder 1 · 2 documents outstanding
Thu 5 Mar
-
Reminder 2 · 1 document outstanding
Sun 8 Mar
-
Complete — reminders stopped
Mon 9 Mar
Pricing
Simple, transparent pricing
Start free. Upgrade when the reminders start paying for themselves.
Free
For solo practitioners getting started.
£0/ forever
- 5 open requests at a time
- 10 clients
- Client upload portal — no client accounts
- Manual reminders
- 2 checklist templates
- 250 MB secure storage
- Automatic reminders
- Team members
Pro
For firms that collect documents every week.
£24/ month £290 billed annually · + VAT where applicable
- Unlimited requests and clients
- Client upload portal — no client accounts
- Automatic reminders until complete
- Unlimited checklist templates
- 25 GB secure storage, 100 MB per file
- Invite your whole team
- Custom reply-to address
- Priority support
14-day money-back guarantee
Loved by busy firms
Less chasing, more billable hours
“January used to be forty chaser emails a day. Now I send the checklist and the reminders do the nagging for me.”
“Clients love that there's no login. They tap the link on their phone, photograph the document, done.”
“Being able to send a document back with a note — instead of a whole email — has halved the back-and-forth on KYC.”
“I finally know, at a glance, which of my 60 clients are holding up their year-end. That view alone is worth it.”
“We moved off a shared inbox and a spreadsheet. Everything is now in one place with a full audit trail.”
“January used to be forty chaser emails a day. Now I send the checklist and the reminders do the nagging for me.”
“Clients love that there's no login. They tap the link on their phone, photograph the document, done.”
“Being able to send a document back with a note — instead of a whole email — has halved the back-and-forth on KYC.”
“I finally know, at a glance, which of my 60 clients are holding up their year-end. That view alone is worth it.”
“We moved off a shared inbox and a spreadsheet. Everything is now in one place with a full audit trail.”
FAQ
Questions, answered
Do my clients need to create an account?
No. Every request has a private link. Clients open it, see the checklist and upload — from a phone, tablet or desktop. They can come back to the same link until everything is in.
How do reminders work?
When you send a request you choose a cadence (every day, every 3 days, weekly…). submit.ly emails the client about only the documents still outstanding, and stops automatically once the request is complete. You can also send a one-off reminder at any time.
What happens when a client uploads the wrong document?
Reject it with a short note. The client receives an email explaining what's needed and the item goes back to “needed” on their portal — the rest of the checklist stays as it was.
Where are files stored, and are they secure?
Files are stored encrypted in Cloudflare R2 and only ever served through private, authenticated links from your workspace or the client's own portal. You can delete a file, a request or a whole client at any time.
Can my colleagues use it too?
Yes — on the Pro plan you can invite your whole team to the firm's workspace. Everyone shares the same clients, templates and requests.
Is there a free plan?
Yes. The Free plan includes 5 open requests, 10 clients, manual reminders and the client portal. Upgrade to Pro for unlimited requests, automatic reminders, templates and team members.
Still have questions? Email support@submit.ly
Send your first request in five minutes
Pick a template, add a client, hit send. The chasing is handled from there.
- No credit card required
- Free plan forever
- Cancel any time
Stay in the loop
Product updates and practical tips on getting documents out of clients — about once a month.