Every Document. On time. In one place.
Send a secure link. Clients upload. You always know what's outstanding.
14-day free trial · No credit card required
How it works
Three steps. No back-and-forth.
Querri replaces the email thread with a single, trackable request, from send to sign-off.
01
Send a request
Add the documents you need and send your client a secure link. No portal to configure, no setup on their end.
02
Client verifies and uploads
They open the link, confirm a one-time code sent to their email, and upload directly. No account, no password.
03
You track everything
Every upload is logged automatically. See what's outstanding, send reminders, and export a full audit trail anytime.
Features
Everything you need to collect documents.
Built for the way audit and accounting teams actually work.
100%
Visibility
No Client Accounts
Clients upload through a secure link that expires automatically — no passwords, no portals, nothing to figure out. Uploaded files can never be viewed through the link.
Reminder sent
Mon · Bank statements still outstanding
Reminder sent
Wed · Bank statements still outstanding
Documents received
Thu · Client uploaded 3 files
Automatic Reminders
Reminder emails go out automatically until documents are submitted, so nothing falls through the cracks.
Full Audit Trail
Every upload, review, and reminder is logged automatically. Always know who did what, and when.
09:14
S. Moyo sent RFI-004 to client
Tue
Client downloaded sample
Wed
Client uploaded 3 files
Wed
S. Moyo rejected 1 item — wrong period
Thu
S. Moyo approved RFI-004
Built for Teams
Invite your whole team and assign them to engagements. Unlimited users on the Firm plan.
Partner
P
M
ManagerTrainee
T
Every file type your clients send
PDFs, spreadsheets, Word documents, scanned images, and emailed statements: Querri accepts every format your audit and accounting clients throw at you, and keeps it all organised by request.
Get startedPricing
Simple, honest pricing.
Every plan includes everything. Pay only for the size of your team.
Starter
For small practices.
R599 /moUp to 2 team members · Up to 5 active engagements
Start free trial- Unlimited clients
- Up to 5 active engagements
- Unlimited document requests
- Secure client uploads — no accounts needed
- Automatic reminders
- Full audit trail
- PDF & Excel reports
Most popular
Firm
For growing firms.
R999 /moUnlimited team members · Unlimited active engagements
Start free trial- Everything in Starter
- Unlimited team members
- Unlimited active engagements
- Priority support
14-day free trial on any plan. No credit card required.
Why Querri
Built for accounting teams.
Querri replaces spreadsheets, email chains, and manual follow-ups with a single, automated document request workflow. Clients upload through a secure link, no accounts or passwords required, and your team gets real-time visibility into what's outstanding.
Built on real audit workflows, for firms that want less admin and more time with clients.
Frequently asked questions
Everything you need to know about Querri.
As soon as the client submits their documents, Querri notifies the engagement team. You can then review each uploaded file, accept it if it's correct, or reject it with comments if additional information is required.
For security, Querri automatically invalidates the upload link once the client has submitted their documents. If additional information is required later, such as when a document is rejected or a reminder is sent, Querri automatically generates a new secure upload link.
Querri integrates with Dropbox, OneDrive, and Google Drive. When connected, documents are automatically organised within your existing storage, allowing your team to continue using the platforms they're already familiar with.
Security is built into the workflow. Only authorised users within your firm can access engagements they're assigned to. Clients only receive temporary upload links, and those links expire after use. If you're using your own cloud storage, your documents remain under your firm's control.
Yes. If a document is rejected or additional information is requested, Querri automatically sends the client a new secure upload link so they can submit the outstanding items.
See Querri in action
Book a short demo and see how Querri can save your team hours chasing client documents.