# NeuDocs

> Learn how to collect, verify, review, and export client documents securely with NeuDocs.

## Docs

- [Core concepts](https://docs.neudocs.app/concepts.md): The records and states that make up the NeuDocs workflow.
- [index](https://docs.neudocs.app/index.md)
- [Accounting integrations](https://docs.neudocs.app/integrations/accounting.md): Connect QuickBooks, Xero, or Karbon and import contacts as NeuDocs clients.
- [API authentication](https://docs.neudocs.app/integrations/api-authentication.md): Create, store, use, and revoke a NeuDocs REST API key.
- [Clients API](https://docs.neudocs.app/integrations/api-clients.md): List the clients belonging to the authenticated NeuDocs firm.
- [Requests API](https://docs.neudocs.app/integrations/api-requests.md): List requests or create a request with file and typed checklist items.
- [Dropbox export](https://docs.neudocs.app/integrations/dropbox.md): Automatically copy completed request ZIP packages to a firm-controlled Dropbox folder.
- [Integrations overview](https://docs.neudocs.app/integrations/overview.md): Connect NeuDocs to accounting contacts, cloud storage, webhooks, and the REST API.
- [Webhooks](https://docs.neudocs.app/integrations/webhooks.md): Receive signed upload, approval, and request completion events.
- [File requirements](https://docs.neudocs.app/reference/file-requirements.md): Supported upload formats, size limits, scan behavior, and document quality guidance.
- [Glossary](https://docs.neudocs.app/reference/glossary.md): Definitions for common NeuDocs product, verification, and integration terms.
- [Statuses](https://docs.neudocs.app/reference/statuses.md): Reference for request, item, scan, correctness, and evidence states.
- [Support and responsible disclosure](https://docs.neudocs.app/reference/support.md): Get product help or report a security vulnerability without exposing client data.
- [Troubleshooting](https://docs.neudocs.app/reference/troubleshooting.md): Resolve common sign-in, link, upload, notification, integration, and export problems.
- [Document correctness](https://docs.neudocs.app/verification/correctness.md): Check that an upload is the right document before a reviewer opens it.
- [Evidence ledger](https://docs.neudocs.app/verification/evidence-ledger.md): Understand hash-chained request history, OpenTimestamps anchoring, reports, and independent verification.
- [Security and privacy](https://docs.neudocs.app/verification/security-privacy.md): How NeuDocs protects tenant data, uploads, access, secrets, and sensitive operations.
- [Structured capture](https://docs.neudocs.app/verification/structured-capture.md): Extract firm-defined names, dates, totals, and other fields during document evaluation.
- [Bulk and recurring requests](https://docs.neudocs.app/workflow/bulk-recurring.md): Send one template to multiple clients or schedule repeating collection work.
- [Client portal](https://docs.neudocs.app/workflow/client-portal.md): How clients open a secure checklist and submit files or answers without an account.
- [Clients](https://docs.neudocs.app/workflow/clients.md): Create, find, archive, and export client records.
- [Exports](https://docs.neudocs.app/workflow/exports.md): Export request packages, manifests, CSV reports, audit data, and evidence bundles.
- [Reminders](https://docs.neudocs.app/workflow/reminders.md): Automate client follow-up while respecting completion and pause rules.
- [Create and manage requests](https://docs.neudocs.app/workflow/requests.md): Send, monitor, search, resend, and cancel client document requests.
- [Review and completion](https://docs.neudocs.app/workflow/review.md): Inspect submissions, use correctness evidence, approve items, or request replacements.
- [Request templates](https://docs.neudocs.app/workflow/templates.md): Build reusable checklists of file uploads and typed questions.
- [Billing and plan limits](https://docs.neudocs.app/workspace/billing.md): Understand trials, subscriptions, plan limits, and restricted billing states.
- [Dashboard and insights](https://docs.neudocs.app/workspace/dashboard-insights.md): Use operational views to find overdue work, bottlenecks, and review priorities.
- [Notifications](https://docs.neudocs.app/workspace/notifications.md): Configure in-app, email, browser push, and firm delivery preferences.
- [Settings and branding](https://docs.neudocs.app/workspace/settings.md): Configure the firm profile, client experience, evidence, document AI, retention, and developer settings.
- [Team and roles](https://docs.neudocs.app/workspace/team-roles.md): Invite staff, assign roles, remove access, and manage MFA safely.