Build your checklist
Define each engagement with tasks, forms, uploads, signatures, and approvals.
- Start from templates by service type.
- Standardize what every client needs.
Client portal for professional services
Stop chasing clients
across email.
One link your client opens, complete checklists, sign docs, and pays through.
No more follow-up emails.
No more scattered files.
30-day free trial · No credit card required
Does this sound familiar?
Check everything that's happened this week…
✓
Had a client email asking "what do you need from me?" after I already sent everything
✓
Sent a reminder email that felt embarrassing to write
✓
Discovered a missing document the day before a deadline
✓
Lost track of which clients have submitted and which haven't
✓
Spent 20 minutes finding a document buried in an email thread
✓
A client sent multiple files in different emails and I had to piece together which ones were the final versions
Check anything you recognise
Connect your existing stack
Everything in one place
Flexible tools for every client workflow.
Everything you need in one place: collect documents, e-signatures, and payments—with automated follow-ups.
Every client document,
instantly in view.
Clients upload from their phone. You see it live in your dashboard.
No email threads, no follow-ups.
Manage workflows
with ease.
Projects, forms, payments, and docs — organized exactly how you work.
2026 Tax Filing
W-2 Forms
•Submitted
•Approved
Bank Statements
Payment Request
Q1 Review
Documents
•Submitted
•Changes Requested
Sign Docs
Stop hunting through folders and cloud chaos.
Everything uploads to a secure & organized vault—then syncs to the cloud with one click. No more “where did I save that?”
Drive
Dropbox
Files
Harper Cole
Tax 2026
1Signed_Proposal.pdf
Shake hands, get paid & close
Collect e-signatures and payments in one secure workflow so clients can sign, pay, and move forward instantly.
E-signClient signs engagement
PaymentInvoice clears automatically
Paid
CloseoutApprove and archive client
Approved
Message clients
without leaving.
Keep all client communication tied to each project — no scattered inboxes.
The real problem
Your inbox is not
a client portal.
Every email thread is a liability — missed attachments, wrong versions, forgotten follow-ups. There's a better way.
Hi Sarah, just following up on the W-2 forms again — do you have a chance to send those over? We need them by Friday.
⚠ 3rd follow-upSorry! Attaching now. Also which receipts did you need exactly? I sent some last week I think?
⚠ Wrong attachmentThe ones from Q3 — business expenses only. And did you sign the engagement letter I sent 2 weeks ago?
vs
✓
Upload W-2 Formsdone✓
Complete intake questionnairedone✓
Upload Q3 Business Receiptsdone→
Sign engagement letteraction needed🔒
Confirm bank details for filinglocked// email_thread.txt ← chaos// swift_portal.app ← order →
How it works
Simple Steps
for every workflow
Five steps. Zero back-and-forth emails. Every engagement follows the same clean, predictable flow for your team and your clients.
Send one link
Share a single branded portal link by email or text. No app install required.
- Clients open from any device.
- Each link maps to the right engagement.
Clients complete everything
Clients upload files, fill forms, and sign documents in one guided flow.
- Progress is clear from start to finish.
- Missing items are highlighted automatically.
Track and auto-remind
Your team sees live progress while reminders follow up on stalled steps.
- Instant updates for submissions and signatures.
- Escalations trigger only when needed.
Close the loop instantly
When everything is complete, finalize records, trigger billing, and move on.
- Audit trail stays attached to each client.
- Ops handoff happens without manual cleanup.
Automations
Your workflows run 24/7.
You don't have to.
Chain any trigger to any action. SwiftChecklist handles the rest so your team can focus on client work, not manual follow-up.
Signatures & Payments
Signed and paid—
before work starts.
One portal. Engagement letter signed, retainer collected, QuickBooks updated. No DocuSign tab, no Stripe dashboard, no invoice chasing.
E-Signatures
Sign before the
first meeting.
Engagement letters, NDAs, and service agreements — sent and signed inside the client portal before work begins.
Packet readyEngagement letter
Payments
Collected before
they forget.
Stripe-powered retainers and project fees, collected inline. Receipts sent automatically, invoices reconciled in QuickBooks.
Collection statusRetainer invoice
Paid
Visa •••• 4242$1,200.00
Integrations
Works with everything
you already use.
Connect your stack in minutes. Two-way sync means your tools stay in agreement — always.
Google Drive
Browse and import files from Google Drive. Select documents for signatures or import client submissions directly.
Dropbox
Connect Dropbox to browse, import, and sync files. Upload client submissions or pull in documents for signing.
Stripe
Accept credit cards, ACH, and Apple Pay directly on your checklists. Funds go straight to your bank.
QuickBooks Online
Sync customers from your QuickBooks account. New customers are automatically imported to staging.
Clio
Import contacts from Clio Manage. Keep your legal client roster in sync automatically.
Google Drive
Browse and import files from Google Drive. Select documents for signatures or import client submissions directly.
Dropbox
Connect Dropbox to browse, import, and sync files. Upload client submissions or pull in documents for signing.
Stripe
Accept credit cards, ACH, and Apple Pay directly on your checklists. Funds go straight to your bank.
QuickBooks Online
Sync customers from your QuickBooks account. New customers are automatically imported to staging.
Clio
Import contacts from Clio Manage. Keep your legal client roster in sync automatically.
Xero
Connect Xero to sync contacts and view live invoice status. Ideal for UK, AU, and NZ firms.
Slack
Get instant Slack notifications for form submissions, signatures, and payments. Approve requests from Slack.
Google Contacts
Import contacts from your Google account. Choose which contacts to bring in.
HubSpot
Sync your HubSpot CRM contacts. Ideal for agencies and marketing teams.
Xero
Connect Xero to sync contacts and view live invoice status. Ideal for UK, AU, and NZ firms.
Slack
Get instant Slack notifications for form submissions, signatures, and payments. Approve requests from Slack.
Google Contacts
Import contacts from your Google account. Choose which contacts to bring in.
HubSpot
Sync your HubSpot CRM contacts. Ideal for agencies and marketing teams.
Custom Branding
Customize client portals with your brand, fonts, and colors.
Make the portal feel like your firm from the first click. Match your logo, type, and visual identity so clients never feel like they left your business.
SwiftChecklist
Project onboarding
Please complete the following steps
Learn the product before you commit
Public docs, practical blog posts, and the shortest path to a working workflow.
If you are evaluating SwiftChecklist, start with the docs for setup and then use the blog for operational patterns, templates, and implementation ideas.
Help Centre
Set up your workspace with the same clarity your clients will see.
Start with the overview, then move through client records, checklist design, signatures, payments, team access, and integrations.
Blog
Read the workflows teams actually use.
See how firms structure intake, collect documents, request signatures, and avoid endless follow-up.
Featured postClient Management
7 Client Onboarding Mistakes That Cost Professional Services Firms Time and Clients
The most common client onboarding mistakes lawyers, accountants, and consultants make — and exactly what to do instead so engagements start clean and clients actually stay.
FAQ
Frequently asked questions.
Everything you need to know about SwiftChecklist. If you need something more specific, email support@swiftchecklist.com.
We send a secure Magic Link to your client's email. They click once and land directly in their checklist, without creating a password, and you can revoke access whenever needed.
Get Started
Start onboarding clients
without the chase.
Create your workspace, launch a branded intake flow, and move real client work through one clean portal from day one.
30-day free trialNo credit card requiredCancel any time