Define the list once
Add the recurring documents each client owes you. Each new month takes a snapshot of that list.
Monthly close, without the chase spreadsheet
Know who’s ready.
See what’s missing.
A focused monthly document tracker for small bookkeeping and accounting firms. Your clients confirm what they sent; your team confirms what arrived.
Founding Plan · $9/month · Up to 30 active clients
THIS MONTHClosing run
2 ready
AK
Aster Kitchens4 of 4 received
READY
NF
Northfield Studio2 items still missing
WAITING
RC
Rowan CoffeeNot started
NOT STARTED
One monthly viewNo spreadsheet archaeology
One link per clientNo client account required
Zero documents storedKeep using your secure uploader
The monthly flow
A clean handoff between “sent” and “received.”
Share their private link
Clients see only their current checklist and can mark items they have sent—without creating an account.
Confirm what arrived
Your firm stays authoritative. A client turns ready only when every item is received or not applicable.
Deliberately small
A radar, not another system of record.
- DoesTrack recurring monthly document readiness
- DoesOpen your existing secure upload location
- Doesn’tStore financial documents or account numbers
- Doesn’tReplace accounting or practice software
Founding plan
$9 / month
For the first firms helping shape a more focused monthly close.
- Up to 30 active clients
- Unlimited monthly checklists
- Client magic links
- Manual reminder drafts
Purchasing and new-account registration are unavailable.