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For bookkeepers and accountants

Month-end, without the chasing.

doclasso asks every client for their documents, reminds them until everything's in, and files it all to your Drive. You just do the books.

Start your free trial →See the chase ▸
14 days freeNo card neededUnlimited clients
The old way

Half your week spent chasing paperwork.

Every bookkeeper knows the routine. It isn't the bookkeeping that eats the week.

01 · Chasing

Email, then text, then WhatsApp. By hand.

Sent 4 times · no reply
02 · Wrong files

July's statement instead of August's.

Blurry · no date
03 · Filing

Inbox, WhatsApp, Dropbox links. Then you rename it all.

47 files to rename
The new way

One link does the chasing for you.

Set the checklist once. doclasso asks, reminds and stops the moment everything's in. Friendly, then firmer. Never at night.

AC
Apex ConsultingSarah · email
Hi Sarah, here's your September list for Apex. 5 things, two minutes from your phone.
Open my list →Day 0 · 10:00
A gentle nudge: 3 things still needed for September.
Open my list →Day 3 · 10:00
Done the bank one 👍Sarah · 10:42
Still missing payroll and receipts. We need them by the 15th to close your month.Day 7 · 10:00
That's everything for September. Thank you, Sarah! 🎉Reminders stopped automatically
Day 0The list goes outTheir own private link, by email.
Day 3A gentle nudgeOnly for what's still missing.
Day 7Firmer, with the deadlineTone steps up on its own.
DoneReminders stopThe second the last file lands.
OR
Orbiqon BookkeepingSeptember · due 15 Oct
0 of 4 sent
✓
Bank statementSnap or upload a PDF
✓
Sales invoicesYour invoice list is fine
✓
ReceiptsPhotos are fine
✓
Any payroll this month?Yes / No
For your clients

They tap, snap, done.

No app, no password, no login. If a 60-year-old shop owner can't do it on an old Android, we failed.

1One private link, the same all month. Nothing to remember.
2Photo, PDF or a quick answer. Yes/No questions take one tap.
3Your brand, not ours. Your logo and colours on their page.
Everything that happens after

It files itself. Properly.

A folder per client, per month.

Every file renamed and dropped into Google Drive or Dropbox, the moment it arrives.

Apex Consulting2026-09 · 13 files
BlueSky Retail2026-09 · 9 files
Oakwood Dental2026-09 · 16 files

Unlimited clients.

No per-client fees, ever.

0

extra cost per client

Forward it, it's filed.

Each client gets a private address for receipts.

apex-3aef5@doclasso.com

Everyone on one screen.

Nudge anyone in one click.

Horizon Not opened
Apex 9 days left
BlueSky Complete ✓

Friendly, then firmer.

Never at night. Never at weekends. Never after they finish.

Day 0 → 3 → 7 → done
What changes

Close next month without sending a single reminder.

0

reminders you send by hand

2 min

for a client to send their month

14

days free, no card needed

Pricing

Simple. Flat. Unlimited clients.

Both plans start with 14 days free, no card needed.

Solo

For one bookkeeper

$29 / month
  • Unlimited clients
  • Unlimited email reminders
  • Google Drive or Dropbox filing
  • Private receipts address
Start free →
Most firmsTeam

For firms with staff

$59 / month
  • Everything in Solo
  • 5 seats, extra $10 each
  • SMS & WhatsAppComing soon
  • Your brand only
Start free →

Rope in this month's documents.

Add your clients today. doclasso sends the first lists tomorrow morning.

Start your free trial →