Your software has the numbers.
We pull the proof.
Stop wasting hours emailing clients for statements, tax forms, and PBC items. Nudgedrop automates the "chase," checks the files, and organizes them automatically.
The "Missing Link" in Your Tech Stack
You have software for the work. You have portals for storage. But getting the files from the client is still a mess.
The Work
QuickBooks, Xero, UltraTax. Great for processing the numbers once you have them.
The Bottleneck
Email is a mess. Clients ignore it, attachments are disorganized, and large files bounce.
The Courier
Nudgedrop is the Active "Bad Cop". We chase, collect, and rename files for you.
3 Steps to
"Workpaper-Ready" Files
A simple, automated workflow that acts as the bridge between your client and your workpapers.
Create a Request
Select a client and requirements. Use our pre-built templates for Tax Returns, Monthly Close, or Audit PBCs.
We Play "Bad Cop"
We follow up automatically—politely at first, then urgently. Perfect for busy seasons when you don't have time to chase.
Audit-Ready Files
One magic link. No login required. Clients drag & drop files from phone or desktop, directly into your storage.
The Experience Your Clients Deserve
| Feature | Standard Portals | Practice Mgmt | Nudgedrop | |
|---|---|---|---|---|
| Client Effort | High(Attach, Reply, Send) | High(Login & Password) | High(Login & Navigate UI) | Zero Friction(1-Click Upload) |
| The "Chase" | Manual(You typing emails) | Passive(Sits & waits) | Rigid(Generic reminders) | Smart(Polite & Persistent) |
| File Naming | Manual(You rename everything) | Manual(Client names it) | Manual(Client names it) | Pre-Set by You(Auto-Renamed & Sorted) |
| Storage & Sync | Siloed(Trapped in Inbox) | Vendor Cloud(Their Storage) | Vendor Cloud(Hard to Export) | Flexible(Native or Passthrough) |
| Validation | None | None | None | AI Checked |
| Setup Time | Instant | Hours/Days | Weeks | 2 Minutes |
| The Result | Chaos | Hidden in Folders | Complex Workflow | Done. |
Built for the "Real World" of Accounting
We resolved every excuse your clients have for not sending documents.
Enterprise-Grade Security
Built on Supabase—infrastructure trusted by Mozilla and PwC. Your data is fully encrypted at rest and in transit.
Smart Checklists
No more dumping files into a black hole. Our AI correctly sorts client uploads into your requested line items automatically.
Sync Ownership
We offer flexibility. Use our native storage or sync immediately to your OneDrive/SharePoint ownership. You own your data either way.
Fully White-Labeled
Connect your own mailbox for total control, or stick to our native system if you prefer hands-off. Your brand stays front and center.
Set-and-Forget Follow-ups
Choose Daily or Weekly nudges. We politely persist until the files arrive, then stop automatically. You never have to ask twice.
Auto-Renaming Rules
Stop paying admin staff to rename "Scan_293.pdf". We enforce naming conventions automatically before files hit your folder.
Common Questions
Everything you need to know about getting your time back.
Stop chasing. Start billing.
Get the source documents you need to finish the engagement, without being a professional nagger.
No credit card required. Setup takes 2 minutes.