StowbillA client document portal that does the chasing for you
Every audit starts with a request list and weeks of follow-up. Clients send files on WhatsApp, email and USB, and nobody is sure which version is final. Stowbill replaces that with one private upload page per engagement and automatic reminders, so seniors can audit instead of chase.
How it works
- Paste your request list, one item per line, with an optional due date. Stowbill emails the client contact a secure link.
- The client opens the link (no account or password) and uploads against each request. They only see that engagement's requests and can only upload.
- You're notified of each upload. Accept it, or send it back with a note explaining what's wrong.
- Open items get one combined reminder email on day 3 and day 7, and a final reminder on day 14. A document you send back restarts its own cycle.
- Every upload keeps its version history, and every action lands in the engagement's activity trail.
Why firms switch from email and WhatsApp
| Problem | What Stowbill does |
|---|---|
| Files scattered across inboxes and chats | Every file sits against the request it answers, in the engagement file |
| Manual follow-up | Automatic reminders on a fixed schedule |
| Wrong or partial documents | Send back with feedback; the client sees exactly what to fix |
| No record of when things arrived | Time-stamped uploads and an append-only trail |
| Clients asked to create yet another login | A private link per engagement, no account |
Security of the client link
Each link contains a random 192-bit token unique to one engagement. Clients can upload but cannot browse or download your working papers. Once the file is locked after assembly, or the engagement is archived, the link stops accepting uploads.
Start with a ready-made request list
Download our free prepared-by-client (PBC) request list for a statutory audit, organised by area, and paste it straight into Stowbill.
Questions
Do clients pay or need a licence?
No. Client users are always free.
What file types can clients upload?
Any common file type, up to 25 MB per file: PDFs, spreadsheets, images, CSV exports and so on.
Can we change the reminder schedule?
The default is day 3, 7 and 14 after the request. You can also email the link to the client at any time with one click.
Last reviewed 27 October 2026. General information, not professional or legal advice.
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