Skip to main content
NeuDocs gives accounting, bookkeeping, tax, and advisory firms one secure workflow to request client documents, collect files and answers, verify what arrives, review exceptions, and export a complete package.

Start your first request

Set up a client, choose a checklist, and send one secure link.

Understand the workflow

Learn how clients, templates, requests, items, reviews, and exports fit together.

Document verification

See deterministic checks, optional bring-your-own AI, and enforcement modes.

API and integrations

Connect accounting systems, Dropbox, webhooks, and the NeuDocs REST API.

​
What NeuDocs does

  1. Request — build a checklist of files and questions for a client.
  2. Collect — send one secure link; the client does not create an account.
  3. Verify — scan uploads, check document correctness, and capture requested fields.
  4. Review — approve submissions or explain what must be replaced.
  5. Prove — keep a tamper-evident record of the exchange.
  6. Export — download an organized package with its manifest and evidence.
NeuDocs is a collection and review workflow, not a permanent document vault, CRM, accounting ledger, e-signature tool, or client invoicing platform.

​
Choose your path

​
Need help?

Email support@neudocs.app. Do not send sensitive client documents by email.