For accountants and bookkeepers

One request, from checklist to review.

Try the client's side, then review the documents as the firm. This is an interactive preview with fictitious data. No files are uploaded or stored, and no emails are sent.

  1. 1. The firm requests

    A checklist and a link arrive by email.

  2. 2. The client uploads

    No client account or password.

  3. 3. The firm reviews

    Approve files or ask for replacements.

Sample firm · Sample client

Monthly bookkeeping documents

Client preview

Use the sample buttons below to simulate adding the requested documents.

  • Bank statement

    Required · waiting for a document

  • Expense receipts

    Required · waiting for a document

0/2 sample documents added.

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