The simplest client portal for bookkeepers. One magic link per client. Document requests with auto-reminders. No passwords, no confusion, no more “which folder?” emails.
Free for your first 3 clients. No credit card required.
Sound familiar?
You spend hours chasing missing documents, engagement letters, and bank statements.
28 client folders, half with duplicate names, and clients still email you attachments anyway.
Clients can't see their status so they ask you. Every. Single. Week.
One link solves all three
Create a checklist. Your client gets an email. If they don't upload, reminders go out every 3 days. You never chase again.
Your logo, your colors. Client clicks a magic link — no password, no account. Upload files, see status, done.
Post an update, your client gets an email. They reply from the portal. No more 'just checking in' threads.
Set up in 20 minutes
Name and email. That's it. Import from CSV if you have many.
One click. Your client gets a branded magic link email.
Create a checklist. Auto-reminders handle the chasing.
Built for bookkeepers managing 10–30 clients
“I tried 6 tools and nothing worked. This is the first one my clients actually use.”
— Beta tester
Free for your first 3 clients.