For accounting and bookkeeping firms
Tell each client exactly which documents you need this month. They upload everything in one simple place. You see instantly who is complete, who is late and what is still missing.
No credit card required. Cancel anytime.
Most small firms collect documents the same way: e-mails, messenger chats, shared folders and a spreadsheet to keep track. It works - until it does not.
Set it up once. Every month after that runs itself.
List the documents a client provides every month - bank statements, invoices, receipts, payroll - and mark what is required.
Open the new month for all clients with one click. Due dates are calculated in your firm’s time zone.
Clients get a secure link, see exactly what is missing and upload from their phone or computer - no account or password to remember.
Download, accept, or reject with a short reason. The client sees the reason and uploads a corrected file.
MonthDocs is not accounting software and not a CRM. It does one job: getting the right documents from your clients on time.
Create checklists once and assign them to clients. Required or optional items, file uploads or simple confirmations, with instructions in your own words.
Open a period for one client or all clients at once. Each period keeps its own history, so nothing gets overwritten.
Mobile-first, calm and clear. Clients see what is needed, what is done and what is overdue - and upload in seconds.
Review each document. Rejected items reopen for the client with your explanation; earlier files stay in the history.
Your dashboard shows overdue clients, documents waiting for review and deadlines coming up this week.
Invite accountants, assign clients, and decide whether staff see only their own clients or the whole firm.
The portal and e-mails are available in 12 languages. Each client can choose their own.
Files are stored privately and are only available to people who are allowed to see them. Every download by your team is logged.
The client portal answers four questions at a glance: what do I need to provide, what is already done, what is overdue, and what should I upload now.
Your clients trust you with bank statements and payroll. We treat that data accordingly.
MonthDocs is not tied to one country’s tax system. Choose your language, currency and time zone. Due dates, numbers and dates are shown the way your clients expect.
A predictable rhythm - open, remind, review, close - keeps month-end calm. Here is a lightweight calendar you can adapt to your own deadlines.
· 2 min read
Late documents are rarely about unwilling clients. They are usually about unclear requests, too many channels and deadlines nobody sees.
· 2 min read
A good checklist is short, specific and written in your client’s words. Here is how to design one that gets complete documents the first time.
· 2 min read
Set up your first checklist and client in a few minutes. Your first 30 days are free.
