Stop chasing client documents over email
Kassver gives your CPA firm one place to request documents and answers from clients, collect them through secure expiring links, and review everything before you file.
Public beta. Usage limits apply while we scale.
How it works
Build the request
Start from a reusable template or add items yourself: documents to upload, questions to answer, dates and amounts to confirm.
Send a secure link
Your client contact receives one link for one request. No account, no password, no attachments by email. Links expire and can be revoked at any time.
Track and review
See exactly what is outstanding, accept what is correct, ask for a replacement when it is not, and let automatic reminders do the chasing.
Secure client access, without another login
Each request is sent to one authorised client contact as a single-purpose secure link. Files are stored privately and are only reachable through short-lived links, your firm’s data is separated from every other firm at the database level, and you can revoke access the moment something changes.
Government correspondence analysis
Upload a notice your client received and Kassver can draft a plain-language summary plus suggested follow-up items. It is advisory support for professional review only: analysis runs only when a staff member asks for it, nothing reaches your client until you approve it, and every finding is labelled with how it was supported by the document.
Questions?
Email support@kassver.com or visit the support page.