Gather tax documents without inbox chaos.
Collect client records securely, keep audit trails, and delete after filing.
Compliance focus
- GDPR requirements supported
- HMRC record keeping requirements supported
Document types covered
Accountancy practices need accurate records but do not want to hold sensitive client data forever. Docustody gives each client a secure vault with a clear timeline for deletion.
Share checklists for tax returns, year-end accounts, and payroll while keeping a complete audit trail for compliance reviews.
Pain points we solve
Less chasing, more confidence.
Docustody fixes the gaps that slow teams down and create compliance risk.
Clients share bank statements over email without encryption.
Document requests vary across staff and seasons.
Older files linger past retention requirements.
Manual chasing reduces billable time.
Use cases
Workflows for Accountants.
Self-assessment season
Standardize the document list and automate reminders so clients submit everything on time.
Year-end accounts
Collect supporting evidence, review securely, and auto-delete once filings are complete.
Payroll updates
Use a secure intake flow for payroll changes and new starter documents.
Proof points
- Templates ensure every client receives the same checklist.
- Retention rules align with your internal policies.
- Audit exports simplify compliance and quality reviews.
“Our team spends less time chasing documents and more time advising clients.”
Rachel Brooks
Practice Manager
Resources
Checklists and guides for Accountants.
Use these resources to educate clients and keep every request consistent.
FAQs
Frequently asked questions
Can clients upload large files?
Yes. Docustody supports large file uploads with resumable transfer and file integrity checks.
How do we handle multiple entities for one client?
Create separate vaults per entity with distinct retention periods and access controls.
Ready for secure document collection?
Open a accountants vault, send the link, and let Docustody handle the deletion and audit trail.