Stop chasing clients for documents.
Client Powered sends automatic reminders until a client's documents show up, keeps one record per client for every request, note and deadline, and gives clients a portal to upload to with no account and no password. It's in private beta with a small group of accounting firms.
What it does
Client Powered sits next to the accounting software you already use and chases clients for the documents you're waiting on. Instead of a document request buried three replies deep in an email thread, each client gets one running list to complete, with reminders that go out on a schedule your firm sets and stop the moment the document arrives.
Who it's for
We built this for the firms that run tax season on email and good intentions.
Solo practitioners
One person doing it all, from the engagement letter to the extension.
Firms of 2 to 10
Small teams where document chasing competes with the billable work.
Tax, payroll and bookkeeping practices
Any mix of recurring client work that runs on paperwork you don't have yet.
What's live and what's next
Here's what's actually working in the beta today, and what's still on the roadmap.
In the beta today
Document requests that chase themselves
- Reminders go out on a schedule you set, not one you have to remember.
- Clients see exactly what is still open without emailing to ask.
One record for every client
- Every request, note and deadline for a client lives in a single place.
- No more piecing the story together from three email threads.
A client portal without a password to lose
- Clients upload with a simple, secure link, no account and no password.
- Uploads land directly on the right client record.
Reminders that stop on their own
- The moment a document is uploaded, its reminder stops automatically.
- No more chasing something a client already sent.
On the roadmap
Not built yet. These are the two things we're building next.
Deadline and job tracking across the firm
- Not built yet. The plan: every job and its deadline visible in one view across the firm.
- So nothing slips because no one happened to check.
One view of what every client still owes you
- Not built yet. The plan: a single screen showing what is outstanding, across every client.
- So you know where things stand without opening a single file.
How it works
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You set what each client owes you
Tell Client Powered what you're waiting on for each client: a document, a signature, a form.
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Client Powered sends the reminders
Reminders go out on the schedule you choose, to the client, not to you. They stop the moment the document arrives.
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The client uploads with no account needed
The client opens a simple, secure link and uploads. No account, no password.
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The document lands on the client's record
What comes back files itself against the right client record automatically.
Help decide what gets built next
Beta firms shape the order features get built in.
Integrations we plan to support
Planned, not built yet. These are the tools we intend to connect to first.
Why I built this
I run a small accounting firm, and chasing down documents is the part of the job I dislike most: the third email about one bank statement, payroll hours that show up the morning payroll is due, a return that stalls for weeks on a single missing form. I built the tool I wanted for my own firm, and now a small group of other accounting firms is using it too. It's still early and still in beta, and I'm building it with the firms who feel this the same way I do.
John Bowman, Founder
Frequently asked questions
When can I use it?
Client Powered is in private beta. Access is by request, and we bring in firms from the request list as beta spots open. We don't have a general release date to promise.
What does it cost?
It's free for firms in the beta. We'll set pricing later, and no firm will be charged without notice first.
Where does my client data live?
The beta runs on hosted infrastructure. Before your firm uploads any client documents, you'll get a written answer on exactly how data is stored and retained.
Does it replace my practice management or accounting software?
No. It sits alongside the software you already use and handles the document chase, not a replacement for it.
Who is building this?
A small team led by an accounting firm owner who is building the tool his own firm needed, listed in the Team section below.
Beta firms
Firms in the beta get access now, help shape what gets built next, and pay nothing while the beta runs. There's no cost and no long commitment, just early access and a say in the roadmap.
Request beta access
Client Powered is in private beta with a small group of accounting firms. Tell us about your firm, and we'll add you to the list as beta spots open.
Who's building this
John Bowman, Founder
Owns a small accounting firm and built Client Powered to end the document chase he lives with every tax season.
James Bowman
Program manager with 10+ years running delivery at enGen/Highmark Health and BNY Mellon.
Charlie Anderson, CTO