Send one request. Get every document back, filed.
Build the checklist once and send it under your firm's branding. Clients upload into a secure portal, you watch the progress fill in live, and every file lands in the right client folder under the right financial year and document type.
Sits in the same client file as AML/KYC verification, engagement letters, e-signature and payment.
- Identification Upload
- ATO correspondence Replace
- Asset and motor vehicle records Upload
- ASIC documents Upload
- Trust deed Replace
- Financial statements Upload
The problem
Most firms still request documents by email.
A thread here, a signing link there, a file sitting in someone's downloads folder. Nobody can say what is still outstanding without reading back through the chain, and once it is all in, someone spends an afternoon renaming and filing it.
Requesting by email
- RE: RE: FW: Docs for the 2026 return11 attachments
- Trust deed?No attachment
- Sent from my iPhoneIMG_4471.HEIC
- Still chasing your ID (3rd reminder)Unread
- Is this the right one?2 attachments
Six documents. Four threads. Two people guessing what is left.
Requesting in Admiin
5 of 6 uploaded
One request. One status. One place the files land.
How it works
Four steps, and the filing is already done.
Step 01
Build the checklist
Start from the documents Admiin suggests for that client, add more from the library, or type your own and choose the folder it should file under. Set a due date and the message that goes with it.
Step 02
Send it under your brand
The client gets an email from your firm, with your logo and your sender name, not from a tool they have never heard of. They set a password once, then it is a single login for everything you send them.
Step 03
The client uploads
They see exactly what is outstanding and what is done, with the progress bar moving as they go. Anything wrong gets sent back with a note, and the request stays open until it is right.
Step 04
Files land in the client file
Every upload is filed against the request, the document type and the financial year. Review it, download the folder, or push it into the document repository you already use.
Automatic filing
Uploaded once. Filed correctly. Every time.
Admiin knows what it asked for, so it knows where the answer goes. A trust deed files under Compliance and structure. A BAS files under Tax lodgements. Financial statements file under Financials and records, against the right financial year, with the request it came from attached.
Nobody renames a file. Nobody drags anything into a folder. And when a client asks for their deed three years later, it takes one search.
Compliance and structure
Tax lodgements
Financials and records
On the firm side
You can see where every request is without opening a single email.
Live progress on every request
2 of 6, 5 of 6, done. Every open request shows its own progress bar and due date, so you know who to chase and who to leave alone.
Reminders that go out for you
Send a nudge in one click, or set the due date and let Admiin follow up. The reminder lists only what is still outstanding, not the whole checklist again.
Send the wrong file back
Reject an upload with a short reason. The client sees the note against that one item, replaces it, and the rest of the request stays exactly as it was.
Nothing is marked done by accident
Uploads arrive flagged as Needs review. A person on your team clears them, so the request only closes when the firm says it is closed.
Your branding, start to finish
Your logo, your colours, your firm as the sender. The client never sees a third party name on the email or the portal they upload into.
One portal for the whole client
Requests sit alongside AML/KYC verification, engagement letters, signatures, invoices and tax payments for the same client. Clients log into one place, not five.
Document library
Ask for anything. Start from what we suggest.
Admiin suggests documents based on the client, so a new company gets asked for a constitution and a share register, and an individual does not. Add anything else from the library in one tap, or type your own and tell Admiin which folder it belongs in.
Add another document
Where it fits
Requesting was the missing step.
Admiin already moved clients from verified to signed to paid. Document requests handle everything that has to come in before any of that can start.
01
Verify
AUSTRAC-ready AML and KYC on individuals and entities.
02 · New
Request
One branded checklist. Everything you need, filed on arrival.
03
Prepare
AI cover letters, engagement letters and tax binding packs.
04
Sign
E-signature with live tracking and automatic follow-ups.
05
Settle
Client pays the ATO to the correct PRN, confirmed in real time.
"Admiin didn't just improve our workflow, it replaced a stack of paid tools. Clients now complete everything in one flow, which has improved turnaround times and reduced our overall software costs."James T · Director, Accounting Firm
Questions firms ask
Do clients need to create an account?
Yes, and it is deliberately light. They set a password the first time so their documents sit behind secure access rather than an open link. After that it is a single login, and the portal keeps everything they have already sent, so the next request picks up where the last one finished.
Can we ask for something that is not in the library?
Yes. Type the document name, choose the folder it should file under, and it is added to that request. It behaves the same as everything else, including reminders and automatic filing.
What happens if a client uploads the wrong document?
Mark that item as needing a replacement and add a short note. The client sees the note against that one document, the rest of their progress stays intact, and the request stays open until it is resolved.
Where do the files actually end up?
In the client's file in Admiin, filed under the request they came from, the document type and the financial year. You can review, download a single file, download a whole folder, or download everything at once.
Can we send one request that covers several entities?
Each request belongs to a client record, so entities keep their own document trail for compliance. Where the same person acts for several entities, they sign in once and see each request in the same portal.
Stop chasing. Start requesting.
Set up your first document request in a few minutes and send it to a client today.
Get started for free
