Bookkeeping Client Document Collection Without the Monthly Chase

One secure link per client for statements, receipts, and payroll reports. They upload — no account needed. You close the month on time.

Free for up to 3 clients. Upgrade anytime.

Does this sound familiar?

The monthly receipt chase: asking for January's statements in March
Month-end close stalled, waiting on three missing bank statements
Receipts texted as phone photos, then lost in the camera roll
Recurring documents — payroll reports, loan statements — never arriving on schedule
Reconciling accounts with half the paperwork still missing

Create a private upload link for each client and list the recurring documents you need: bank statements, receipts, payroll reports.

They open the same link on any device and drop files in. No account, no password — easy enough to do every single month.

Your dashboard shows exactly which clients have sent everything and who's holding up the close.

Unlimited document requests — collect the same statements and receipts every month without limits

Receipts arrive as real files, organized by client — not buried in text threads

See at a glance who's holding up the month-end close

Links last 90 days and renew anytime — one link covers the whole quarter

Can I collect the same documents every month?

Yes. Document requests are unlimited on every plan — set up the monthly routine once and reuse it.

My clients aren't tech-savvy. Will they actually upload?

They open a link and add files. No account, no app, no password. Most clients manage it in under a minute.

What file types can clients send?

PDFs, images, and spreadsheets — bank statements, receipts, payroll reports, invoices.

How do I know who still owes me documents at month-end?

Your dashboard shows every client and exactly what's still outstanding, so the follow-up list writes itself.

What if I grow past 25 clients?

Pro is $29/month for unlimited clients, with unlimited document requests and priority support.

Set up your first client link in under two minutes — free.