Clustdoc

Clustdoc is a client onboarding and document collection platform providing branded portals where clients submit forms, upload documents, sign, and work through onboarding checklists, with a workflow builder supporting conditional logic, automated reminders, and progress tracking.

How accounting firms use it

It addresses onboarding as a process rather than an exchange of files. New client intake involves collecting identification, engagement acceptance, prior year records, and system access — a sequence with dependencies, where some items are only relevant to certain client types.

Firms use the conditional logic to run one intake process that adapts, rather than maintaining separate checklists per client type and relying on staff to pick the right one. Progress tracking shows which clients have stalled and on which step, so follow-up targets the actual blockage.

Key features

The workflow builder assembles intake from forms, upload requests, e-signature, payment, and internal approval steps, with branching by client type or earlier answers.

Portals are branded to the firm, and automated reminders chase outstanding items without staff involvement. Submitted documents can be routed to connected storage, and Zapier integration covers onward connections where no native integration exists.

An internal review stage lets staff accept or reject submissions with feedback, which matters when a client uploads the wrong document or an illegible scan.

Who it’s best for

Firms with genuinely complex or high-volume intake, and those whose practice management platform handles document requests poorly. It suits practices onboarding many new clients where the process is repeatable enough to be worth encoding.

Firms already using TaxDome, Canopy, or Client Hub have overlapping functionality and should compare before adding cost. Practices whose need is secure document exchange rather than structured onboarding are better served by SmartVault or ShareFile.