Stop chasing documents.

Send your client a checklist. Sealio chases them, files every upload in the right place, and lets you accept or return each one in seconds.

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14-day free trial. Built for accounting firms and immigration consultants in Canada and India.

2026 personal tax return · T1

Chidi Okafor · due Apr 30 · 5 documents

REQ-0418
#DocumentClient uploadReview
1T4 slipsAll employerst4-acme.pdfAccepted
2RRSP receiptsMar 2025 to Mar 2026rrsp-q1.pdf+1Accepted
3Rent receiptsOntario Trillium Benefitrent-2025.jpgReturned
4Medical receiptsOptionalpharmacy.pdfIn review
5Notice of assessment2024, from CRA My AccountWaiting for client

Chidi uploaded rent-2025.jpg 2 min ago. Next reminder Friday.

One request model for recurring and one-off work.

A request is a checklist sent to a client. Schedules repeat it every period; cases group it around a single application. Your industry pack sets the words; the mechanics stay the same.

Accounting: every period, automatically

A monthly schedule sends March's request on the 1st, reminds until it's complete, and never lets a late March statement block April.

Monthly bookkeeping · Lakeview Dental

  1. 1Jan 2026Complete
  2. 2Feb 2026Complete
  3. 3Mar 2026Overdue
  4. 4Apr 2026Open

Document collection for accounting and tax firms

Immigration: one application, start to finish

Each study permit is a case with its own stages. Documents still valid from a past application, like a passport, are offered for reuse.

  1. Intake
  2. Documents
  3. Submitted
  4. Decision

Passport valid until 2031. Reused from vault.

Document collection for immigration consultants

Who's missing March?

Every client and every period in one register. Gaps are obvious, and chasing them is one click.

Two clients are behind for March.

  • Okafor HoldingsBank statement
  • Sandhu Trucking Ltd.3 documents

How automated reminders work

See the dashboard and period grid

Who's missing March?
ClientJanFebMarAprMayJunJulAugSep
Lakeview DentalMonthlyCompleteCompleteCompleteIn progressNot dueNot dueNot dueNot dueNot due
Okafor HoldingsMonthlyCompleteCompleteOverdueNot dueNot dueNot dueNot dueNot dueNot due
Ribeiro Design StudioMonthlyCompleteCompleteCompleteCompleteNot dueNot dueNot dueNot dueNot due
Sandhu Trucking Ltd.MonthlyCompleteIn progressOverdueNot dueNot dueNot dueNot dueNot dueNot due
Tremblay Family TrustQuarterlyCompleteNot dueNot dueCompleteNot dueNot dueNot dueNot dueNot due
Northside BakeryMonthlyCompleteCompleteCompleteNot dueNot dueNot dueNot dueNot dueNot due
  • Complete
  • In progress
  • Overdue
  • Not due

Review at keyboard speed. Keep the record.

The checklist on the left and the document on the right. Accept, return with a reason, move on. Every view, upload and decision is written to a tamper-evident audit trail.

  • AAccept
  • RReturn with a reason
  • JNext item
  • ⌘KJump anywhere

Audit trail

  1. Chidi Okafor uploaded rent-2025.jpg
  2. M. Tremblay viewed rent-2025.jpg
  3. M. Tremblay returned item 3: page 2 missing
  4. System reminder queued (en-CA)
  5. M. Tremblay accepted item 2 (RRSP receipts)
How approval and rejection work Security and the audit trail

The calmest screen your clients will see.

No account and no password: a secure link, one question at a time, and big buttons for the phone camera. Your firm's name and colour lead; Sealio stays in the background.

  • Opens on a slow phone connection
  • Returned items explain exactly what to fix
  • English and French in Canada
How to create a document request Browse checklist templates
TATremblay & Associés

3of 5 · due April 30

Rent receipts

Both pages of each receipt for 2025.

Returned: page 2 is missing.

  • 1T4 slips Accepted
  • 2RRSP receipts Accepted

Secured by Sealio

Try a firm colour

Your next client is the last item on the list.

Start with a template for a T1 return or a study permit, invite a client, and watch the stamps land.

6Your firm14-day free trial · English and French in CanadaStart my free trial Book a demo