features
Everything you need.
Nothing you don't.
Quire is deliberately lean. Every feature exists because a real accounting firm needed it, not because a product manager needed to fill a roadmap slide.
Get early accessCore Workflow
The core engines built to eliminate manual chasing, reduce friction, and keep your client engagements perfectly organized.
Client experience
Magic link portal
Portals fail because they ask clients to create accounts and remember passwords. Quire sends a direct, secure link. Clients tap it, see their custom checklist, and upload documents in seconds from any smartphone browser.
- Passwordless access — zero client login friction.
- True mobile-first upload — tap to snap receipt and statement photos.
- Clear progress indicators — visual checklist of what is pending.
- Integrated dark mode — respects client system preferences automatically.
- Custom branding — branded with your firm's name and identity.
Hi Sarah
Sarah requested a few documents from you.
Automation
Smart reminders
Set a deadline once. Quire monitors it and sends timed, gentle nudges via email and SMS as the due date approaches. Reminders silence themselves instantly the moment files are uploaded.
Request sent
May 1 · 9:00am
Client opened portal
May 2 · 2:34pm
Auto-nudge via SMS
May 5 · 10:00am
All documents received
May 7 · 11:22am
Visibility
Real-time status
Ditch the mental spreadsheets and inbox search loops. Your real-time dashboard provides a bird's-eye view of every pending, partial, and completed request instantly.
Collaboration & Signatures
Gather signatures, review documents, and message your clients securely without sending them to complex third-party tools.
Signatures & Review
Built-in e-signatures
Send engagement letters and authorizations for secure signature directly within the portal. Clients review documents in a full-screen, mobile-friendly PDF viewer with pulsating guide fields.
- Guided signature placement — pulsating fields show exactly where to sign.
- Type, draw, or upload — 3 secure options optimized for all screen sizes.
- No external tools — client signs without leaving their magic link portal.
- Compliance audit trail — full secure logging of IP addresses and timestamps.
Communication
Secure messaging
One direct message thread per client, situated in-context right beside their document list. Clients reply directly from their magic portal link — no emails or texts lost in transit.
- Dedicated client threads — secure conversations in one single place.
- Frictionless access — clients reply instantly from their magic portal link.
- Quick-reply templates — respond to common questions in a single click.
- Unread status badges — clear dashboard alerts so nothing goes overlooked.
Firm Operations
Clean, robust workspace administration tools designed to manage team members, clients, and integrations seamlessly.
Integrations
Connects to your stack
Quire sits in front of your accounting ecosystem. It collects client documents cleanly, then syncs them directly to the systems you already use and trust. No manual file transferring or double entry required.
- Direct QBO & Xero sync — passes data directly into your bookkeeping files.
- Google Drive export — automatically backs up all client uploads to cloud storage.
- Zapier integration — connect client activities to 5,000+ business applications.
- Active API hooks — developer-friendly options for customized firm workflows.
Workspace administration
Workspace & team members
Invite team members, assign clients to specific staff, and control permissions with simple workspace roles. Designed for teams of 1 to 10.
- Owner, Admin, and Staff member roles.
- Role-based access controls to secure sensitive clients.
- Configurable staff notifications and real-time alerts.
- Collaborative task assignments across your firm.
Organisation
Client profiles
Keep full profiles for every client. Track contact details, document collection histories, messages, and signature audit trails in one centralized ledger.
- Comprehensive history ledger and files per client.
- Custom tags and labels for search and organization.
- CSV batch import for lightning-fast onboarding.
- Search, filter, and sort profiles instantly.
FAQ
Common questions
Does Quire require clients to create an account?
No. Clients receive a magic link via email or SMS. Tapping it opens their personalised portal directly — branded with your firm name, with clear instructions and a checklist of exactly what you need. No password, no account, no app to download.
How does Quire handle automated reminders?
When you create a document request with a deadline, Quire automatically sends timed reminders via email and SMS as the due date approaches. Reminders stop the moment the client submits. You can see nudge history and open rates per client from your dashboard.
How do e-signatures work in Quire?
Upload a PDF, place signature fields where you need them, and send. Clients open the document in a full-page viewer, see pulsating amber fields guiding them where to sign, and choose to type (with 6 handwriting fonts), draw freehand, or upload a signature image. IP address and timestamp are captured automatically.
Does the client portal support dark mode?
Yes. The portal includes a one-tap dark mode toggle in the top bar. It also respects the client's system-level preference automatically. Their choice is saved so it persists across visits.
Can multiple team members use Quire?
Yes. Quire supports workspaces with owner, admin, and member roles. Clients can be assigned to specific team members, notifications are configurable per member, and every member sees only what they need.
How does Quire integrate with QuickBooks and Xero?
On the Pro plan, you can connect your QuickBooks Online or Xero account. Documents and collected data sync through, so you are not re-entering anything you already gathered in Quire.
Can clients message me through the portal?
Yes. Each client has a dedicated message thread accessible from their portal link. You see messages in your dashboard with unread badges, and can respond using quick-reply templates or custom messages.
How do I get notified when a client uploads documents?
Quire sends real-time notifications whenever a client uploads a document, signs a letter, or sends a message. Notifications appear in your dashboard and can be configured per team member.
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