Branded upload links
Collect documents from anyone, without making them sign up first.
Less of the season goes on chasing attachments. Hand out one branded link, or a one-off link for a specific job, and files arrive in your workspace already matched to the right client wherever DynaTax AI can tell.
Solo Pro: $0 for 6 months, then $39.99/month
Included in: Professional plans
What it does
A branded page where a client — or someone who has no account yet — can send you files securely.
No account required
The person sending you files does not have to sign up first, which is where document collection usually dies.
Your firm's branding
The page carries your name, not a generic upload form.
It lands in the right place
Files arrive in your document workspace, attributed to whoever sent them.
How it works
How branded upload links works
- 1
Share your link
One branded page for your firm.
- 2
They upload
From a laptop or a phone, no login.
- 3
You get the files
They arrive in your workspace ready to file against the right client.
The details
Branded upload links, in detail
A permanent page for your firm
Pick a short slug and you get a public upload page with your logo, a photo and your brand color. Put it on your website or in your email signature. It never expires, and one switch opens or closes it.
One-off links with limits
Create a link for a single purpose with its own title and instructions. Set it to expire in 7, 30 or 90 days or never, cap the number of submissions, and tie it to a client or a project so files file themselves.
Matched by the sender’s email
DynaTax AI checks a sender you have placed before, then the client’s own email, then the client’s team members. Matching is exact on the full address. Anyone it can’t place waits under Unmatched senders for you to assign once.
Simple for the sender
The sender enters their name and email, drops in up to 20 files of up to 50 MB each, and adds a message. They get a reference ID, and a receipt email if you turn one on. A QR code comes with every link.
Pro Workspace
One workspace for the whole practice
Clients, documents, research, time and your own books in one place, so the season runs on fewer tabs and fewer late nights. Everything below comes with the professional plans.
For your practice
Branded upload links comes with the pro plans
Professional plans. Solo Pro: $0 for 6 months, then $39.99/month. Firm Plan: $99.95/month for 12 months, then $150/month.
Solo Pro
$0
For 6 months, then $39.99/month
Firm Plan
$99.95
For 12 months, then $150/month
Related features
Works well with
FAQ
Branded upload links questions
Run your practice. Live your life.
Solo Pro: $0 for 6 months, then $39.99/month. Bring your clients and your firm into one workspace.