Stop chasing clients
for documents
Create document request checklists, send your clients a branded upload portal, and let automatic reminders do the chasing for you.
Everything you need to collect documents
From sending requests to tracking progress, BookkeeperCollect handles the entire workflow so you can focus on the books.
Branded Upload Portal
Send clients a clean, branded link where they can drag-and-drop each requested document. No accounts, no friction.
Automatic Reminders
Configure reminder schedules and let the system chase missing documents for you. Stop being a professional nagger.
Ready-Made Templates
Pre-built templates for monthly close, year-end, W-2/1099 collection, and new client onboarding. Hit the ground running.
Real-Time Tracking
See which documents are in, which are outstanding, and who needs a nudge — all from your dashboard at a glance.
Three steps. Zero hassle.
Create a checklist
Pick a template or build your own. Specify which documents you need, file types, and due dates.
Send the portal link
Your client gets a branded upload page — no login required. They see exactly what's needed and drag-and-drop files.
Documents roll in
Watch progress in real-time. Reminders go out automatically. You get notified when everything’s complete.
Built for bookkeepers who are tired of…
Spending hours every month chasing the same documents from the same clients
Instead: Set up a request in five minutes and let the system handle the follow-ups automatically.
Sending unprofessional emails with vague instructions about what to upload and where
Instead: Give every client a clean, branded upload portal — no accounts, no confusion, no lost attachments.
Being a professional nagger during tax season because clients never submit things on time
Instead: Automatic reminders chase missing items for you, so clients submit on time without you lifting a finger.
Simple, transparent pricing
Start free for 14 days. No credit card required.
Starter
Perfect for solo bookkeepers getting started.
Start free trial- Up to 5 clients
- 10 active requests
- Pre-built templates
- Automatic reminders
- Email support
Pro
For growing firms that need more power.
Start free trial- Unlimited clients
- Unlimited requests
- Custom branding
- Priority support
- All templates
- Advanced analytics
Ready to stop chasing paperwork?
Automate your document collection and get back to the work that matters. Start your free 14-day trial today.
Get started for free