Sound familiar?
These are the daily frustrations slowing down your practice
Clients ignore emails for weeks
Year-end approaches and clients still haven't sent their records. Your team wastes time chasing instead of doing billable work.
Missing documents delay deadlines
Tax returns, VAT submissions, and accounts preparation stall while you wait for basic documents from clients.
Admin eats into profitable hours
Your qualified staff spend hours chasing paperwork instead of doing high-value accounting work that generates revenue.
80%
Reduction in chasing time
3x
Faster document collection
95%
WhatsApp open rate vs 20% email
All your accounting documents
Ready-to-use document types for accountants and bookkeepers. Add custom types on Professional plans.
Three steps to automated document collection
AI Document Classification
Amy uses AI to identify which document a client has sent - invoice, receipt, bank statement - and updates your dashboard automatically. No manual sorting required.
WhatsApp Native
Clients respond on WhatsApp - the app they use daily. No portals, no emails they'll ignore. 95% open rates vs 20% for email.
Intelligent Reminders
Amy only reminds clients about documents they haven't sent yet. No spam, no annoying repeat messages - just smart follow-ups.
Google Drive Storage
Every document is automatically saved to Google Drive, organised by client and document type. No manual filing, everything audit-ready.
Real-Time Dashboard
See who's sent what at a glance. Track completion by document type and client. Know instantly which clients are ready for year-end.
GDPR Compliant
Bank-level encryption for all financial documents. Full audit trails for regulatory compliance. Your client data is protected.
Your team should be doing accounts, not chasing paperwork
Start collecting accounting documents automatically in under 5 minutes. Free for your first 3 clients.