Everfiled tracks what every client owes you - Self Assessment, year end, VAT, or anything ad hoc - reads what actually comes back, and only chases what's genuinely still missing. No more re-asking for a bank statement that's been sitting in your inbox for a week.
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Self Assessment, Ltd company year end, VAT quarters, and one-off requests - each with its own checklist of exactly what's needed.
Clients upload via a plain link, no account needed. Everfiled reads each document and works out what it is and which item it satisfies - it doesn't just collect files and leave you to sort them.
Reminders name the specific outstanding items, not a generic nag - and stop automatically once everything's in.
For VAT quarters, Everfiled can build return workings directly from the invoices and receipts your client has already sent - always for your own review and sign-off, never filed on its own.
A real preview of the layout - client names below are examples, not live data.
Click any client to see exactly what's outstanding, what's been received, and what still needs your review.
Tools like Content Snare, TaxDome, and FileInvite give clients somewhere to upload files - but a human still has to open every file, work out what it is, and check it against what was actually asked for. Broader practice-management tools like Pixie, Glasscubes, or AccountancyManager manage far more than document chasing, which is exactly why document chasing tends to be a smaller, less-refined part of what they do. Everfiled does one thing: it reads what comes back and tells you what's genuinely still missing, so the portal isn't the last step - it's the first.
Everfiled is built and run by a small, independent team, not a product committee. If your practice has a request template, a chase schedule, or a workflow quirk that isn't covered yet, tell us - real requests from real practices are exactly how features get prioritised here, and a small team can ship them in days, not put them on a roadmap for next year.
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