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