A branded portal where your clients upload bank statements, receipts and ID, and fill in your tax questionnaires — all from one magic link. AI checks every file is the one you asked for.
Pick a job to see the request your client gets.
See client onboarding for accountants. Not a practice? ClientLoop also works for law firms, mortgage brokers and more.
NEW REQUEST
Self assessment 2025/26 — J. Okafor
2 of 4 received · reminder scheduled
Pick a pack — year-end, self assessment, new client ID. Send once.
Clients open one magic link. No password, no new app. AI checks each file as it lands.
Review and approve. Reminders chase the rest before the deadline.
Anthropic’s Claude reads every file against what was asked for — on the way in from your clients, and on the way out from your team. It only advises: your team still reviews everything.
When a client uploads
The client sees the flag straight away and can fix it before it reaches you.
Before your team sends
Your team sees the advice before sending, and decides what to do.
Pro 1,000 pages a month · Scale 3,000 · 200 for a whole Pro or Scale trial. A photo is 1 page; a PDF counts its pages, up to 10 per file; a Word or text document is 1 page per about 500 words, up to 10. If a month’s pages run out, checks pause until your allowance renews and uploads carry on as normal.
Year-end, self assessment, new client ID. Save each pack once and send it to any client in one click.
Tax return questionnaires, fact finds and signatures — validated as they type, saved as they go.
Automatic reminders 3 days and 1 day before the due date. On Pro and above, choose your own schedule: before, on the day, overdue chasing and the send time.
Your client list in — a whole self-assessment season of requests out. One row per client.
Fire the rest of your stack the moment documents land.
Developer docs →Logo, colours, custom domain. Clients see your practice on every screen, not ours.
Pick a tool to see how it fits.
Built in — connect once. Map each meeting type to a set of documents; when a client books, their request goes out automatically, timed around the call. No forms to remember.
Calendly guide →Built in. A ClientLoop request keeps its Asana task in step — created with the client’s detail, moved along as documents land, and completed when the last file arrives. Your board stays honest on its own.
Asana guide →Create requests, read submission status, approve — straight from your own systems. Idempotent, so retries never double-send.
API reference →Wire ClientLoop to 6,000+ apps with no code. A new deal in your CRM can fire a document request automatically.
Zapier guide →Self-hosted or cloud. Trigger requests and route every submission wherever your workflow needs it.
n8n guide →Every event ships as a signed webhook. Branch it into a Make scenario — save files, notify a CRM, whatever you build.
Make guide →Built in — no middleware. Your channel hears the moment a client submits, a request is approved, or something’s overdue.
Slack guide →Onboard a whole book of clients from one spreadsheet — one row each. Export submissions and statuses back to CSV any time.
See it in action →Every plan starts with a 14-day free trial. Essentials collects and chases; Pro adds AI document checks on every file in and out.
For sole practitioners and small practices. Collects and chases.
excl. VAT · billed monthly
14-day free trial · then £35/month
No AI document checks — those start on Pro
Everything in Essentials, and every file checked by AI.
excl. VAT · billed monthly
14-day free trial · then £69/month
AI document checks1,000 pages a month
Every client upload checked against what you asked for: right document, in date, readable. Files your team sends checked for typos before they go.
For larger practices that need more seats, storage and AI pages.
excl. VAT · billed monthly
14-day free trial · then £149/month
AI document checks3,000 pages a month
Three times the AI pages of Pro, for practices checking every file at volume.
A custom build for larger organisations — tailored to what you need.
talk to us
14 days free, then billed monthly or annually. Card needed to start; we email you 3 days and 1 day before the first charge.
| Essentials | Pro | Scale | |
|---|---|---|---|
| Free trial | 14 days | 14 days | 14 days |
| AI document checks | Not included | Client uploads and files your team sends | Client uploads and files your team sends |
| AI pages included | — | 1,000 a month | 3,000 a month |
| Automatic reminders | 3 days and 1 day before the due date | Your own schedule | Your own schedule |
During a Pro or Scale trial: 200 AI pages for the whole trial.
AI pages are added straight away and can’t be bought during a trial. Remove them and future charges stop; the period already paid isn’t refunded, and its pages stay usable until the end of the month.
Unlimited requests on every plan · prices exclude VAT
14-day free trial on every plan · Cancel any time in Billing
Four numbers you already know. No email required.
Assumes ClientLoop removes about 70%of the chasing — the reminders, the follow-ups, the “did you get my email?”. It does not remove the time you spend actually reading what arrives, so that is left in.
Your branded portal is live in five minutes.
Card needed to start · Not charged until day 15 · Cancel any time
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