Get your clients' documents without chasing them
One link per client. No account, no password, no portal they will never log into. They tap, they upload, you see exactly what is left.
Start
No password to create. We email you a link; that link is the login.
Why this exists
Because the worst part of the month is not the books. A bookkeeper we spoke to measured it: about six hours a month spent chasing, which on 22 clients is a full client fee in unpaid admin. The portals they had tried went unused — "literally nobody uses it".
What it costs
| Plan | Price | What that means |
|---|---|---|
| Solo | $19/month | One bookkeeper. |
| Firm | $49/month | Up to 5 people. |
Unlimited clients and unlimited requests on both plans. There is no per-client charge and no per-upload charge — the one thing this is supposed to save you is the hours spent chasing, and you should not have to do arithmetic to work out whether it is worth it.
First 14 days free, no card to start. Cancel any time; 14-day money-back, no questions asked — Refunds.