01
Make a list. Just once.
Add your clients and choose the documents you need. Each client gets a checklist that makes sense for their business.
BUILT FOR SMALL BOOKKEEPING FIRMS
A calmer month-end
starts with ready.
Stop chasing statements. Collect client documents automatically, see what’s missing, and get back to the work you’re great at.
No signup to start · Preview before creating an account
↳ A little less follow-up. A lot more peace of mind.
m.Your month, in a good place.OCTOBER ⌄
CLIENTS THIS MONTH12
READY TO CLOSE08 ↗
NEED A LITTLE NUDGE04
CLIENTDOCUMENTSSTATUS
BBloom Studio
5 of 5 Ready to closeNNorthstar Coffee
5 of 5 Ready to closeAAtlas Architecture
4 of 5 Needs reviewGGoodkind Market
2 of 5 Waiting on client Automatic reminders are onOne less thing to remember.
Follow-up? Already handled.A friendly reminder, right on time.
ILLUSTRATIVE DEMO · FICTIONAL CLIENTS
You shouldn’t have to chase them.
Less manual follow-up
Every document, accounted for
A clear path to month-end
A SMALL CHANGE. A BETTER MONTH.
Set it up once.
Breathe easier every month.
A focused workflow that fits around your existing accounting tools. No big migration. No complicated setup.
02
Let the follow-up happen.
Monthly requests and friendly reminders go out on schedule. Clients upload through a simple, secure link.
03
Know who’s ready.
Review each document, request a correction, and see exactly which clients are ready for your next step.
YOUR MONTH-END CHECKLISTA place for every
✳A place for every
little piece.
Bank statementsReceived
Credit card statementsReceived
Payroll registerReceived
Loan statementsWe’ll follow up
SIMPLE FOR YOUR CLIENTS, TOO
No new password.
No “where do I send this?”
One link, one clear checklist, and a place to upload. Clients can send files from their phone, ask a question, or let you know something doesn’t apply.
- Mobile-friendly uploads
- Document-by-document conversations
- You approve what counts as complete
A LITTLE HELP, ON THE HOUSE
A better workflow
can start here.
Practical tools for your next month-end. Free previews, no account needed. Sign in to view all results or download.
Monthly document checklist
Build a clear, reusable list of what you need from clients.
Build your checklistA friendlier follow-up email
Turn a blank email into a polite, specific document request.
Write your emailYour next month-end
could feel different.
Give your follow-up a home. Get your focus back.
Try MonthReady free Start without an account. Sign in when you want the full result.