VouchFile
Every missing document, requested, received and filed — without the chase.
VouchFile connects to the software your firm already uses, works out what each client still owes you, asks them by text, reads what comes back and attaches it to the right record. You approve.
Connect anything
QuickBooks Online first; Xero, QuickBooks Desktop, TaxDome, Drake and a file drop behind one interface.
Zero queue
AI classifies, extracts and matches every document. You approve; you never sort. We publish the % never touched.
Clients never log in
Requests go out by text or email from your own number and domain. They reply with a photo. Done.
It remembers
Corrections become rules. Last year's organizer carries forward. Firm standards apply to every client.
Afternoon setup
Flat tiers, unlimited clients, monthly, no onboarding fee.
Anyone can send
Lenders, advisors and vendors get a per-request link — no account needed.