Clustdoc

Clustdoc is a client onboarding and document collection platform. It provides branded portals where clients submit forms, upload documents, provide e-signatures, and complete onboarding checklists. A workflow builder lets firms define step-by-step intake processes with conditional logic, automated reminders, and progress tracking.

Accounting firms use Clustdoc to automate client onboarding and document collection — particularly during tax season when firms need to gather source documents from many clients simultaneously. The platform tracks which clients have completed their submissions and sends automated follow-ups for outstanding items.

Clustdoc is not accounting-specific — it is used for client intake across professional services. It is best suited for firms that need a dedicated onboarding and document collection tool, particularly those whose practice management platform does not include robust intake workflows. Firms already using platforms with built-in client portals (TaxDome, Canopy, Client Hub) may find overlapping functionality.