About 10 minutes to set up
Set it up once. Close every month.
Four steps, and after the first month you don't touch it again.
2 minutes
Add your clients.
One by one, or paste a spreadsheet. Name, contact, and email or mobile.
1
✓Apex Consulting · Sarah
✓BlueSky Retail · Priya
✓Oakwood Dental · Hannah
+ Paste from a spreadsheet
3 minutes
Pick their checklist.
Use a ready-made list or build your own. Required, optional, photos or a quick Yes/No.
2
Monthly bookkeeping
📄 Bank statements
🧾 Receipts
✔︎ Any payroll this month?
1 minute
Connect your storage.
Google Drive or Dropbox. Files land in a folder per client, per month, renamed.
3
📁 Orbiqon Clients / Apex Consulting / 2026-09
Every month after
doclasso does the rest.
The list goes out on your day, reminders follow, files arrive, reminders stop. You get a weekly digest.
4
6
clients complete
0
reminders by hand
Your client's side
No app. No password. Two minutes.
They open the link, snap or upload, and they're done. Each item ticks off as it goes.
1
Open the link from their email
2
Snap a photo or pick a PDF
3
Done. Reminders stop for them.