Document collection & client portals for accountants

Accountants and bookkeepers use Silo to automatically collect and review documents and invoices they need from clients.

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Always gather the right documents on time

Silo has been built to provide you with a powerful document and client portal without needing to hire a developer. No need to chase clients for documents anymore.

Annual tax return

Gather files, statements and tax documents from clients to prepare for annual reports.

Client onboarding

Use Silo to welcome new clients and receive the initial information you need before you start working with them

Company formation

Help clients register their business in no time with a smart checklist to walk them through the process.

Business due diligence

Shorten due diligence processing times by streamlining document collection workflows.

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Receive documents on a client portal

Build your automated document collection portal so your clients know exactly where to go to submit invoices, receipts and tax documents.
You can communicate securely with clients from your admin interface and schedule automated follow-ups via email or SMS.

Review, approve or comment on files

Handle each client submission with a few clicks from your admin interface. The information you collect is always sorted to help you focus on what matters. Your team can also discuss what are the next steps and tag each others in private conversations.

Approve files or request changes

Customize workflows to ensure quality

Collaborate with teammates

Tag and mention teammates to ensure speedy processing

Process client files from your mobile

Never miss a beat, even when you're on the road

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Export all your data anytime

Export the data, messages, signatures, and files you collect to your other apps or automatically synchronize Clustdoc with your Cloud storage solution.

Simplify your document collection

Collect, review, approve and organize client paperwork in one secure place. You can get started within minutes using our ready-to-use templates.

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You're in great company

We're quite happy since using it and even our Clients too loving silo. The client onboarding is quite simple and easy. Plus they're providing the Digital Signature feature as well.

Luca T.

Silo is one of the best investment I have made. This document service has a long term value given the global remote working trend and it's a huge time saver & productivity tool.

David T

Silo is am essential tool for anyone that want to improve any kind of process. We use it mainly for onboarding and to automate this process. If you have a business, you need this!

Mary W.

Flexible. Secure. Professional.

Simplify your document workflows, delight your customers.

Pricing and Plans

Basic

For individuals getting started

$49/person / month
  • 1 included user
  • Online form builder
  • Document collection
  • Automated follow-ups
  • File approval & denial
  • Legally binding eSignature
  • 75 monthly applications
Get started

Premium

For teams that need to manage work across initiatives

$79/person / month
  • Up to 10 users
  • Online form builder
  • Document collection
  • Automated follow-ups
  • File approval & denial
  • Legally binding eSignature
  • 150 monthly applications
  • Customize logo & colors
  • Custom email sender name
  • Analytics dashboard
Get started

Enterprise

For organizations with high throughput need detailed access and controls

  • Unlimited number of users
  • All basic & premium features
  • Unlimited uploads and downloads
  • Download history and access control
Contact sales