Every clientdocument,accounted for.

Manage client documents, requests, reviews and compliance dates for your accounting practice. Clients upload through their portal; your team sees what’s arrived, what’s missing and what needs a decision.

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Cedarfield LogisticsSeptember 2026
0 of 4 filedSample client, synthetic documents

Ask for exactly what you need.

See the moment it arrives.

Find it again when the auditor asks.

Receiving the PDF is the easy part.

The hard part is knowing what is still outstanding, whether the right document came, and where it went afterwards.

How it usually goes

  • Requests go out by email or messaging, and replies reach different inboxes.
  • Files arrive under names the client chose, often without a clear period.
  • Someone updates a spreadsheet to track what remains outstanding.
  • Reviewers have to locate the source document and its history.

With LulaDocs

  • A request records the client, period, documents and due date.
  • Invited contacts see requests in their own portal and upload against them.
  • Outstanding items and submissions stay visible by client.
  • Reviewers open the document with its record history.

Client work stays connected.

Requests, documents and reviews stay tied to a client and period. The workspace also tracks obligations, dates and supporting evidence entered or verified by your practice.

Request

Ask for specific documents

Create a request for named documents, an invited client contact and a due date.

Stays with youChoosing what to ask for and when it is due.
Receive

See what has come back

Invited clients upload against requests in their portal. Submissions and outstanding items stay visible to the practice.

Stays with youFollowing up when an item remains outstanding.
File

File it where it belongs

After processing, keep the file linked to its client, period and request, with its record history.

Stays with youChecking that it is the document you asked for.
Review

Review with the source beside you

See the document alongside its activity before accepting it or asking for a replacement.

Stays with youThe review decision and the reason for it.

Illustrations use synthetic clients and files. Uploaded files are processed before staff can review them.

Follow one document from request to review.

One workspace for the practice. One portal for the client.

Nothing goes missing quietly.

Open LulaDocs