An illustrative scenario. This is how a two-person accounting practice can use StayPuller today. It is not a customer story.
Documents arrive organized, not by email
A request link per client drops documents into the right collection, and clients can see what has arrived without asking.
At a glance
- Who
- Dana and Luis run a small practice with about 80 clients.
- Where things were
- Documents arrive as email attachments, text-message photos and USB sticks.
- Plan
- A team pod for two people (free for up to 3), plus Plus for Dana ($5 a month).
The problem
Every tax season starts with chasing: W-2s, 1099s, mortgage statements. Clients email blurry photos; Dana renames and files each one by hand and keeps a spreadsheet of who's missing what.
What StayPuller keeps track of
A collection per client
"Okafor 2025 return", in the team pod.
Available nowA request link per client
It drops documents into that collection. The client needs no account and nothing to install.
Available nowA live shared collection back to the client
So they always see what has been received and the latest copies. The client needs a free account.
Available nowScanned paper
Read and dated, with deadlines as reminders. Android.
Available nowRoles
Dana is an owner, Luis an admin; a seasonal helper joins as a member and sees the team's files but can't change where they're kept.
Available nowClaude
Finds "all the 1099s from Okafor" across the pod.
Available nowEmail attachments
Forwarded to the team's address and filed into the right collection.
Coming soonA team address
For requests and shares, so clients see the practice, not a person.
Coming soon
A day with StayPuller
In January Dana sends each client their request link with a note listing what's needed. Documents arrive in the right client's collection as clients get to them.
Available nowLuis asks Claude, "Which clients are still missing a mortgage statement?" and gets a list from what's in each collection.
Available nowA client opens their shared collection to check that the amended K-1 arrived.
Available nowIn April the whole practice backs up to an external drive that syncs whenever it's plugged in.
Available now
What changes
No more renaming and filing attachments.
Available nowClients can see what has arrived without asking.
Available nowSeasonal help can be added and removed without touching the storage.
Available nowEverything is in storage the practice controls.
Available now
Today and coming soon
Available now
- Requests, collections, sharing, roles
- Drive backup
Coming soon
- Email into collections
- A team address