Complete jobs faster.

Digital platform to streamline tasks.
Exchange documents in your own private cloud.

Get started At a glance

Collate and manage client documents securely in your private cloud

Stop drowning in documents.
Better process. Better business.

UploadOnce helps you collect, store and manage client documents securely in your own private cloud.

Create one template and re-use it across clients

Tailor the smart templates to fast track request documents and re-use it streamline requests for documents across all your clients, every month or every quarter.
The smart template provides you with a transparent way to ensure clients are informed about deadlines.

Securely store & re-use documents

No more lost documents. Each client is assigned their own digital folder, so they can re-use documents for transactions like proving income at the click of a button. Best of all, as their documents are in their secure digital folder in the cloud, you’ll never need to resupply documents on their behalf – saving you time.

Manage document collection, share & get sign off

Your client doesn’t have all the documents?
No problem.
It’s easy for multiple parties to collaborate, share documents and get sign off with UploadOnce so your clients can work with you on the go.

Collect faster to do more.

UploadOnce provides smart templates to make collecting documents a breeze. This allows your junior staff to do the everyday admin work and to finalise document collation faster – freeing up your time for value-added services like providing advice.

Work smarter. Do more.
Be the hero.

Better processes so you always appear prepared and professional.
Use our smart templates to get the right documents faster and our handy dashboard to locate documents and answer questions on the go.

Pricing

UploadOnce helps you collect, store and manage client documents securely in your own private cloud.

Micro


$19.95

AUD / Month

Small business


$50.00

AUD / Licence / Month

Enterprise


 

Price on request