For accountants, bookkeepers, loan officers and anyone who collects documents

Send one link. Get everything back, sorted.

Clients drop every document in, in any order, with no login. Furl reads each one, ticks it off your checklist, and only chases what’s still missing.

Try both sides, no sign-up See how it works

Uses made-up sample documents. Nothing to install.

Try it: drop the sample files

Sam’s checklist

W-2 from each employer

Bank statements

1099 forms

1098 mortgage interest

Photo ID

Drag files here, or tap one

1 · YouPick a checklistStart from a template or last year’s request. Say how many of each: one W-2 per employer, 12 months of statements.

2 · Your clientDrops everything inOne private link, no account. PDFs, phone photos, one big scan: in any order, all at once.

3 · FurlSorts it and chases the restEach document is read and ticked off. You only see what it wasn’t sure about, and reminders name exactly what’s missing.

Knows what counts

Not “a bank statement”. All twelve months.

Checklists count the way you do: per employer, per account, per month. A 12-page PDF of six statements becomes six months, and the gap is named, not guessed.

Try it: add the November statement

Bank statements · Lakeside Bank ••441211 of 12 months

JanFebMarAprMayJunJulAugSepOctNovDec

lakeside_2025-11.pdfSam’s last statement

Next reminder to SamStill missing: Bank statements: November (Lakeside Bank ••4412)

Catches problems before you do

Wrong year, expired ID, the same file twice.

Every document is checked against the request: the year, whose name is on it, whether an ID has expired. Duplicates are set aside quietly. Clients are told what to fix in plain words.

Try it: drop three tricky files

Couples and co-borrowers

One link for the household, sorted by person.

Items can be owed by each person or shared. Names on documents decide whose they are; joint statements count for both. When a name is unclear, Furl just asks.

Separate personal links when people don’t share paperwork
Reminders to each person name only what they owe

Try it: answer the question

Sam

W-2Acme, Northwind

Photo ID

Pat

W-2Bayview

Photo ID

Whose is W-2 · Initech · 2025? It says S. Rivera.

Questions answered, the rest to you

Clients get answers. You get only what needs you.

An assistant on the client’s page answers questions about their documents (“which month is missing?”, “where do I find a 1098?”) and passes everything else to you with a one-line summary. It never gives advice.

Try it: ask a question

Sam’s page has a Questions box. Pick something Sam might ask:

Ask Furl

An assistant for your side, too.

Ask what’s missing across every client, set up a request from a sentence, or have it send a document back. It opens the page and points at the answer. Anything a client will see waits for your OK.

Try it: ask about your clients

On your side, “Ask Furl” knows every request. Try:

Next year, one click

It remembers who your clients work for.

Start next year’s request from this year’s. Each item expects the same employers, banks and payers, so reminders say “1099-DIV from Evergreen Brokerage”, not “1099 forms”. Clients can say “I left Globex” and it’s off the list.

Try it: start 2026The Riveras’ 2025 request is done. Start next year from it:

Ready for your software

Everything arrives named and filed.

Download one ZIP: a folder per item, a folder per person, files renamed from what’s on them. Combined PDFs are split. Anything the client sent that wasn’t on the list comes with their note.

Try it: open the foldersRivera_2025_tax_return.zip

2025_W-2_Acme-Corp.pdf2025_W-2_Northwind-Traders.jpg

Be the professional and the client, side by side.

A real demo, not a video: your checklist on one side, the client’s page on the other. Three steps, about two minutes, sample documents only.

Try both sides

Security

Honest about where we are.

Furl is in early pilot. Please use sample documents until the work on the right is done.

TodayA private, unguessable link per client. Only you and your team see the files. Clients agree before AI reads anything, and the AI provider keeps nothing. Demo files are deleted after 7 days.

Before real client filesTwo-factor sign-in, checking and rebuilding every uploaded file, malware scanning, an audit log, retention settings, and consent wording reviewed by a specialist.

Early pilot

Build it with us this season.

Free through 2027 for early pilot businesses, with a founder discount after. In return, a short check-in every two weeks so we build what you actually need.

Try the demo first →