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Everything in one link

Built for the whole month-end.

From the list you send, to the reminders, to the file landing in the right folder with the right name.

01 · Checklists

Ask for exactly what you need.

Start from a ready-made list for hospitality, contractors, payroll, VAT or year end, or write your own.

  • Files, photos, Yes/No, numbers or short answers
  • Required or optional, with a hint for each
  • Different lists per client when you need them
📄Bank statementsRequired
🧾ReceiptsRequired
✔︎Any payroll this month?Yes / No
#Cash takingsNumber
📄Loan statementsOptional
02 · Reminders

Friendly, then firmer.

The tone steps up on its own, and only mentions what's still missing. The moment the last file lands, it stops.

  • By email, with SMS and WhatsApp coming on Team
  • Quiet hours and no weekends
  • Pause one client, or nudge them now
September · Apex Consulting
0
The list goes outTue 10:00 · email
3
A gentle nudgeFri 10:00 · 3 things left
7
Firmer, with the dateTue 10:00 · 2 things left
✓
Everything's in. Reminders stop.Wed 14:12
🌙 Quiet hours at night🗓 No weekends⏸ Pause anytime
03 · Filing

Named, sorted, filed.

Every upload and forwarded email goes to Google Drive or Dropbox, in a folder per client and month, with a name you'd have given it.

  • A private email address per client for receipts
  • Unknown senders held for you to check
  • A PDF summary for each closed month
IMG_4482.jpg2026-09 Receipts 01.jpg
Download (3).pdf2026-09 Bank statement.pdf
scan_final_v2.pdf2026-09 Sales invoices.pdf
Untitled.heic2026-09 Receipts 02.heic
📁 Orbiqon Clients
  📁 Apex Consulting
    📁 2026-09
      📄 4 files
  📁 BlueSky Retail
  📁 Oakwood Dental
04 · Your brand

Your clients see you.

Your practice name, logo and colour on every message and on the client's page. On Team, our name disappears completely.

  • Emails from your practice name
  • Replies go straight to you
  • Try a colour on the right →
Your Practice
Send my documents

See it with your own clients.

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