Features built around one workflow
From the checklist to the accepted document - every step of monthly document collection in one place.
The monthly workflow
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01
Define the checklist
List the documents a client provides every month - bank statements, invoices, receipts, payroll - and mark what is required.
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02
Open the period
Open the new month for all clients with one click. Due dates are calculated in your firm’s time zone.
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03
Clients upload
Clients get a secure link, see exactly what is missing and upload from their phone or computer - no account or password to remember.
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04
You review
Download, accept, or reject with a short reason. The client sees the reason and uploads a corrected file.
For your firm
- Client list with assigned accountant, language and active status
- Checklists with ordering, instructions, required and optional items
- Open a period for one client or all clients - never duplicated
- Review screen with downloads, accept, reject and earlier versions
- Filters for overdue, waiting for review and “my clients”
- Invitations, roles and client assignments
For your clients
- One checklist per period, always up to date
- Drag and drop on desktop, file picker on mobile, upload progress
- “Nothing to provide this month” with one tap
- All previous periods in one place
- Choose the language of the portal and e-mails
Reusable checklists
Create checklists once and assign them to clients. Required or optional items, file uploads or simple confirmations, with instructions in your own words.
Recurring monthly periods
Open a period for one client or all clients at once. Each period keeps its own history, so nothing gets overwritten.
A client portal anyone can use
Mobile-first, calm and clear. Clients see what is needed, what is done and what is overdue - and upload in seconds.
Accept or reject with a reason
Review each document. Rejected items reopen for the client with your explanation; earlier files stay in the history.
Know who is late
Your dashboard shows overdue clients, documents waiting for review and deadlines coming up this week.
Built for teams
Invite accountants, assign clients, and decide whether staff see only their own clients or the whole firm.
Your clients’ language
The portal and e-mails are available in 12 languages. Each client can choose their own.
Private by design
Files are stored privately and are only available to people who are allowed to see them. Every download by your team is logged.
What MonthDocs deliberately is not
MonthDocs is not accounting software, not an invoicing tool and not a CRM. It works next to the tools you already use.
Make next month-end the calm one
Set up your first checklist and client in a few minutes. Your first 30 days are free.