Stop chasing documents. Get your time back.
Client spaces branded as your own, where AI builds the document checklist, reaches out to your clients, and validates every file the moment it arrives.
Secure client spaces
Your clients submit their documents in one secure, organized space—shared between you and them.
Bank-grade security
SOC 2, with data encrypted and hosted in Canada. Law 25 compliance handled for you.
The document checklist, built for you
The AI draws up the exact list of documents to request for each mandate. No more building lists by hand.
Smart request, with AI follow-up
The AI sends the request, follows up with the client, and validates each document received—wrong files are caught before they ever reach your desk.
A secure link, no account needed
Your client clicks a link and submits their documents. No password, no sign-up, and far fewer technical headaches.
Automatic renewal
Schedule a request to repeat on its own at the time you choose. Every year at T1 season, for example
How it works
T1s eat up your time and always arrive at the last minute.
Automatic follow-ups and a request that renews itself every year mean you start earlier — and stop chasing last-minute clients.
Bookkeeping, year-ends, and audits — handled
Every engagement runs on a constant flow of documents. The AI sets up the request, collects each file, follows up with clients, and validates everything as it arrives — keeping every mandate organized and on track.