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TAX SEASONIntro pricing through April 30.

Every document your client owes you, in one clear place.

I work with

Send one link. Your client snaps each document with their phone, sees what's still missing, and gets reminders until it's done. No app, no password, no email attachments.

Request your first packet

Encrypted in transit and at rest · Your client never makes an account

How it works

Four steps. Zero chasing.

You pick what you need. Corral asks for it, shows your client what's left, and keeps reminding them until every document is in.

1

Send one link

Pick a starter checklist, tweak it if you like, and email your client a single link, or share it yourself.

2

Client snaps it

They open the link, type the code we send them, and photograph each document. Nothing to install, nothing to remember.

3

See what's missing

Your checklist fills in live. Reminders go out on their own and name only the items still missing.

4

Download it all

When the last item lands, reminders stop and every file is ready in one tidy download.

Why Corral

Less of your day spent asking twice.

Collecting documents today

  • Photos of W-2s scattered across texts and email threads
  • "Which ones do you still need?" asked again and again
  • Clients locked out of yet another portal password
  • Big attachments bouncing, sideways scans, missing pages
  • Sticky notes to remember who to follow up with

Collecting documents with Corral

  • Every file lands in one place, under the item it belongs to
  • You and your client both see "4 of 6 received"
  • No account for your client, so no "how do I log in?" calls for you
  • Phone photos are cleaned up and saved as PDFs
  • Reminders go out for you and stop when the packet is done
Who it's for

Built for real estate. Ready for any checklist.

If your work starts with "I'll need a few documents from you," Corral fits. Start from a ready-made list or write your own.

Real estate agents

Buyers and sellers

Pre-approval packets, listing paperwork, and offer docs without the text-thread scavenger hunt.

  • W-2s and pay stubs
  • Bank statements
  • Seller disclosure
  • HOA documents
Property managers

Renters

Complete rental applications before you schedule the showing, not after.

  • Photo ID
  • Proof of income
  • Landlord reference
  • Pet records
Loan officers

Borrowers

Get a full loan file to underwriting faster, with every item labeled.

  • Pay stubs, 30 days
  • Mortgage statement
  • Homeowners insurance
  • Photo ID
Tax & bookkeeping

Tax clients

Gather every form before tax season gets loud, and know who's still missing a 1099.

  • W-2s and 1099s
  • Mortgage interest (1098)
  • Charity receipts
  • Last year's return

Law offices, insurance agents, HR teams, and contractors use the same checklist. Just name the documents you need.

What you get

Simple on the outside. Thorough underneath.

A spot for every document

Each item on your list gets its own upload button, so nothing gets lost in a pile.

Reminders that know when to stop

Friendly nudges on a gentle schedule, never late at night, and never once the packet is complete.

Made for phones

Clients snap photos and Corral turns them into clean PDFs. It works just as well on a laptop.

Templates you reuse

Start from an industry list, save your own, and reuse it for the next client in seconds.

Your name up front

Clients see your name and company on the message and the upload page, so they know it's you.

Private by default

Files are encrypted, links expire, and finished packets are cleared out on a schedule you can see.

Pricing

Priced for one busy agent, not a whole office.

Every account starts with 10 days of everything, free. Then pick a plan, or grab the Tax Season Pass and never think about canceling.

Monthly

$12/mo

Cancel anytime.

Yearly

$99/yr

Works out to $8.25 a month.

Tax Season Pass

$29once

Jan 15 to Apr 30. Never renews.

Compare plans
Security

Sensitive documents, handled carefully.

Tax returns and bank statements deserve better than an email attachment. Corral encrypts every file, checks a one-time code before anyone sees a packet, and deletes finished packets on a schedule.

How we protect files
  1. A link only your client can openThe link alone isn't enough. We send a one-time code to their phone or email.
  2. Encrypted the whole wayFiles are encrypted on the way up and while they're stored.
  3. Gone when you're doneFiles are deleted automatically 90 days after a packet closes.
Questions

Good questions, short answers.

Does my client need to make an account?

No. They tap your link and type a one-time code we send them. That's it, every time.

Do they need to download an app?

No. Corral runs in the web browser they already have, on a phone or a computer.

What if my client sends the wrong file?

You can send any item back with a short note. Your client gets a reminder for just that item.

I'm not in real estate. Will it work for me?

Yes. Corral works for any list of documents. Start from a ready-made list for property management, lending, or tax prep, or write your own.

All questions

Stop chasing paperwork. Send one link.

Try everything free for 10 days. No card needed, and your client never makes an account.

Request your first packetSee pricing