Engagement letters, prior-year financials, tax returns, payroll, identity documents, creative briefs — the documents your engagements run on, captured properly the first time so nothing slips through a Slack DM.
Not abstract talk about “compliance.” The specific moments that cost you hours every week.
A bookkeeper onboarding a new café spends three weeks chasing prior-year financials, accounting-software login, business-registration docs, and 24 months of bank statements over email — and the client keeps replying-all on the wrong thread, dropping attachments.
Tax-time engagement letters go out as Word docs. Half get printed, signed on page 4 only, and scanned back without the fee schedule attached — leaving the firm exposed if a regulator complaint lands.
A 12-person marketing agency uses five different ways to receive client assets (Dropbox, Google Drive, WeTransfer, email, Slack DMs) and burns 4 hours a week renaming “FINAL_v3_logo.png” into the project folder.
Each maps to a real pain above. No platform sprawl — one subscription does all three.
Secure Receive with a year-end or onboarding checklist replaces the email chase — each item is a labelled slot, the client sees what's outstanding, and Document Library reuses the same checklist for every January intake.
E-Sign with audit certificate sends the engagement letter as a single signable bundle (cover letter + scope + fee schedule + privacy consent). The audit trail captures signature, IP, and timestamp — exactly what your regulator or professional-indemnity insurer asks for.
Secure Exchange gives each client one branded thread for back-and-forth files. Smart Forms turns the tax-ID declaration and new-client questionnaire into structured data instead of more PDFs to retype, and the blackout tool lets you permanently hide tax IDs before forwarding statements to a third party.
A bookkeeper closing the books for a small-business client at financial year-end needs the signed engagement letter, the accounting-software file, 12 months of business bank statements, and the previous accountant's trial balance by Friday — one Vukorix link with E-Sign on the engagement letter and a 4-item Secure Receive checklist underneath replaces a week of back-and-forth emails.
How Vukorix protects each of these workflows: read the full security architecture →
Purpose-built for accounting document collection, but priced per practice and bundled with workflow features many small firms don't need. Vukorix is the engagement + intake without the rest of the practice-management bundle.
Strong for the firm side, but the client-facing signing and file-collection experience is one piece of a much bigger (and more expensive) product. Vukorix is the client-facing layer at a price the partners notice.
$9.99/month. 3 seats included, extras $2.99/mo. No annual lock-in. Built for professional services teams.