Client documents live in your inbox. And your inbox is chaos.
Chasing clients by email, tracking who sent what, renaming files manually — it's hours of work that should take minutes. Actis Docs turns it into a structured, automated workflow.
Set it up once. The system does the rest.
Create clients, build templates, enrol them — Actis Docs handles the sending, chasing, reviewing, and exporting automatically.
Create a client
Add your client's name and email. That's all — Actis Docs does the rest from here.
Build a template
Define the documents needed, accepted file types, and the recurring cadence.
Enrol a client
Toggle a client on to a template and they'll get a secure upload link on schedule.
Review and export
Approve or reject uploads from the inbox. Export a clean, uniformly named set.
A workflow, not a folder
Flexible templates, frictionless client uploads, and a clear review inbox — with automated sending, reminders, and re-requests built in.
Build once, run on schedule
Define the documents you need, mark each as required or optional, and set a cadence from weekly to annually. Enrol any client and it runs automatically.
- Required and optional document fields per template
- Six cadences: daily, weekly, monthly, quarterly, semi-annual, annual
- Per-client due day overrides and one-off manual triggers
Every decision, one place
All uploads from all clients land in one inbox. Preview docs in-app, approve what's correct, or reject with a reason — a re-request goes to the client automatically.
- Preview documents in-app — no downloading required
- Reject once → re-request email sent automatically
- See approved vs outstanding per client at a glance
No account for clients
Clients access via a secure tokenised link. No sign-up, no password, no friction — works in any browser.
Automated reminders
Pre-due and post-due chasers fire automatically on schedule. Steps are skipped if the client has already uploaded.
Audit-ready exports
Export a complete, uniformly named set of documents when a cycle is done — clean and consistent every time.
For anyone who collects documents from clients
Whether it's a one-off intake or a recurring cycle, Actis Docs replaces manual work with a structured, automated workflow.
Solo & small practices
Replace the email chase with a system that runs itself. Spend less time chasing, more time on the work.
- — Monthly management accounts
- — Annual tax return docs
- — Payroll source documents
- — Due diligence checklists
One-off requests
Need documents from a client once? Create a template, send it, review and export. No recurring cadence required.
- — New client onboarding
- — Loan applications
- — Regulatory submissions
- — Audit document requests
Firms & teams
Multi-user workspaces, shared client pools, and team-level reporting — designed for practices with more than one advisor.
- — Shared client and template library
- — Per-advisor inboxes
- — Team activity dashboard
- — Role-based permissions
Priced for the time it gives back
Most practices recover the cost in 1–2 hours — and then save that time per client, per month.
- 10 clients
- 10 requests
- 3 templates
- Full feature access
- 25 clients
- 50 requests / month
- 10 templates
- Recurring automation
- Automated reminders
- Unlimited clients
- Unlimited requests
- Unlimited templates
- All Pro features
Need higher limits or custom features? Contact us for an enterprise quote.
Secure by design
Access controls, isolated workspaces, and one-way upload flows — built in from the start, not bolted on.
Stop chasing documents.
Run the workflow.
Actis Docs gives you a structured inbox for reviews, templates for recurrence, and clean exports at the end of every cycle.
Setup in minutes · No client accounts · Cancel anytime