Send one checklist. Clients upload from a link, with no password. Each file is checked as it lands, and reminders only ask for what is still missing.
Five clients to start. No card required.
Client checklist
SeptemberDocuments
What do you collect?
A reply answers one question and skips the rest. The due date moves. The close waits on a statement from the wrong month.
MonthDue sends the list, checks the file, and follows up only on what is still open. You spend the day on the books.
Close board · September
One link holds the statement, the answer, and the question. When the month is finished, the package is already together.
How it works
01 · Build
Ask for files, answers, choices, dates, a signature, or a photo ID. Paste a list, or start from a template, and mark what is required.
02 · Share
The client opens it from the email. Add a colleague’s address when someone else at the business should get the same link.
September documents
Hi Maria, your checklist is ready.
Also sent to owner@client.com
Open checklist03 · Remind
A few days after you send, then again after the due date, on the schedule you set. One email a day. It stops when the list is done.
04 · Approve
Accept a file, or reject that item with a comment. Everything else stays accepted.
Checking ····4821
This looks like February. Please send March.
05 · Download
A ZIP holds the package. When Google Drive is connected, the files are copied there as soon as the request is complete.
northwind-september.zip
Files, answers, and the thread
Copied to Google Drive
06 · Reuse
Save the checklist. A schedule sends it on the day you choose and asks for the previous month.
Monthly close
Sends on the 2nd, for the previous month.
07 · Talk
Clients ask next to the document. The thread does not start another email.
08 · Protect
Two-factor sign-in for your team. A private link for the client. Files are removed after you download them, on the retention period you set.
Reminders, checks, and a board that shows who is still out.
Wrong-month files come back before you open them. Rework drops.
The checklist already exists. The schedule sends it.
Overdue clients are visible, and the nudge is one click.
Your logo and colour on the portal and in the email.
The package is a ZIP the day the last item lands.
Monthly close, onboarding, and payroll are already there. Edit them once.
Set the days after sending, and how often to ask after the due date.
A comment sits on the file that needs a fix. The rest stays done.
Answers save as the client goes. They can close the tab and return.
Logo and colour on the portal and in every client email.
The checklist is a list you can reshape without starting over.
The link in the email is the login. It still works next month.
Unlimited requests. A busy month does not move you up a tier. Cancel any time.
$29/month
Most firms
$59/month
$99/month
Founding offer: the first 20 firms get Solo for $290 a year, locked for life. Full refund if we don't ship within 30 days of purchase.
A client checklist for bookkeeping firms. You send a link. The client uploads files and answers questions. Each statement is checked for the month, the account, the pages, and the balance. Reminders go out until the list is done.
No. The link in the email opens their checklist. Answers save as they go, and the same link works when they come back.
Yes. Save a checklist once and send it to every new client. Payroll and tax-document lists work the same way.
A form expects one sitting. A MonthDue request stays open, reminds the client, lets you send a single item back, and checks the statement before you download it.
Into a ZIP, and into Google Drive when that connection is on. Files are removed from MonthDue after you download them, on the number of days you set.
Files sit in private storage, encrypted in transit and at rest. Your team can turn on two-factor sign-in. Clients never see another firm’s documents. Security.
Set up a checklist, send the link, and watch the board fill in.
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