Frequently asked questions
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What exactly does MonthDocs do?
MonthDocs helps accounting and bookkeeping firms collect documents from their clients every month. You define which documents each client provides, open a period, and clients upload everything through a simple portal. You review, accept or reject, and always see who is still missing what.
Do my clients need to create an account?
No. Clients sign in with a secure, single-use link sent to their e-mail address. There is no password to remember.
Which file types can clients upload?
PDF, common image formats (JPG, PNG, WEBP, HEIC, TIFF), spreadsheets and documents (XLS, XLSX, ODS, DOC, DOCX, ODT), and CSV, TXT and XML files. Each file is checked on the server before it is stored.
How are documents protected?
Documents are stored privately and are never available through public links. Every request to download a file is checked against your firm, the client and the user’s permissions, and downloads by your team are logged.
Which languages are supported?
English, Czech, Slovak, Ukrainian, Russian, German, Polish, Spanish, Italian, French, Portuguese and Dutch. Each client can choose their own language for the portal and e-mails.
Does MonthDocs work in my country?
MonthDocs is not tied to a specific country or tax system. You choose your currency, language and time zone, and you name the documents in your own words.
Does MonthDocs replace my accounting software?
No. MonthDocs focuses only on collecting documents. You keep using your accounting software for bookkeeping, invoicing and tax.
How does the free trial work?
Every new firm gets 30 days free, with no credit card required. Your data stays yours when the trial ends.
Questions about MonthDocs, a demo, or help setting up your firm? Write to us - we read every message. [email protected]
Make next month-end the calm one
Set up your first checklist and client in a few minutes. Your first 30 days are free.