Client documents, filed before you finish your coffee.
Your clients upload once. Every file is automatically named, sorted, filed, and chased when something's missing — so you get back the third of your week you lose to email and shoebox receipts.
Your real job is the books — not babysitting paperwork.
Most small firms lose about a third of their time on this. Here's exactly what disappears.
A client arrives with unsorted receipts and statements right at the worst moment. Hours of manual sorting instead of the work you're paid for.
A blurry receipt by text, email, or WhatsApp. Download it, rename it, file it. Multiply by dozens of clients, every week.
You remind. They say they sent it. You can't find it. You remind again. They resend. You file it manually. Every. Single. Month.
Renaming files, sorting folders, entering data. Tax season becomes tax month. The work follows you home, week after week.
you are not getting back.
What would you do with that time?
However they send it — the system takes it.
Clients don't change a thing. Phone photos, PDFs, scans, attachments — every format, every channel, same automatic result.
Secure upload portal
Clients upload via one branded link from their phone, laptop, or tablet. A phone photo of a receipt works just as well as a PDF. No account needed, no app to install.
Email reply
Clients reply directly to their reminder email with files attached — photos, PDFs, or scanned documents. The system picks them up automatically, no portal visit required.
Scanner & watched folder
Point your scanner at a client's folder. Files land and process instantly. Shoeboxes, paper stacks, and bulk scans handled automatically — no upload step needed.
Accepted formats — JPG · PNG · HEIC (iPhone photos) · PDF · TIFF · Blurry or angled phone photos? Handled.
Four problems. All of them gone.
Every feature is built to kill a specific pain — not to add complexity.
Every intake channel — one system
Upload link, email reply, scanner, or a shoebox full of paper — the system handles all of it. Clients don't change a thing. Every document is automatically named, classified, and filed, no matter how it arrives.
Automatic reminders — you never chase anyone again
The system knows what's expected from each client and when. If something's missing, it generates and sends a professional reminder email automatically — with a secure upload link and an option to reply with attachments.
Named, sorted, and filed in seconds — every time
Every document is automatically renamed to your convention and filed in the right client folder. Invoices with invoices. Statements with statements. Nothing in the wrong place. Nothing on your to-do list.
Data posted straight into your books
Extracted data posts directly into QuickBooks Online, Xero, or Sage — no re-keying, no copy-paste, no evenings lost to data entry. Every document is logged with a full audit trail, CRA six-year retention ready.
You don't change how you work. Your clients don't change how they send.
The system fits around you — not the other way around.
One plan for any software. A connected plan that does even more.
Start with what fits today — every plan grows with you.
Core
desktop or online
- Secure client upload portal
- Email reply intake — clients reply with attachments
- Auto-naming & filing to your Drive or Dropbox
- Sorts invoices, receipts, statements, T-slips
- Automatic missing-document reminders
- Status dashboard & deadline nudges
- Documents returned as a ready-to-import file
- Secure audit log, CRA six-year ready
Connected
Xero & Sage Business Cloud
- Everything in Core, plus:
- Data posted straight into your books
- Transactions auto-categorized
- Reconciliation matching
- Live reporting dashboard
- Client & vendor records created for you
Custom Integration
like Sage 50
- Everything in Connected, for on-premise
- Two-way posting into your local software
- Tailored to your exact workflow
- Scoped & quoted per firm
Each plan includes 1 user. Team access (up to 5 users with role management) is available as an add-on — ask about pricing.
Security isn't a feature here. It's the foundation.
You're handling sensitive financial records. Everything is built so that data is a documented control — not a liability.
Encrypted
In transit and at rest, end to end.
Canadian residency
Your clients' data stays in-region.
CRA 6-year ready
Retention handled to the standard.
Full audit trail
Every document in and out, logged.
Built by someone who's spent 25 years in your world.
I grew up here in Eastern Ontario, and for over 25 years in IT I've worked alongside accounting offices and bookkeepers. Firm after firm, I kept noticing the same thing — the same repetitive work, the same frustration. Talented people losing their evenings to chasing clients for documents and filing by hand, instead of doing the work they're good at. It was never a people problem; it was a problem nobody had bothered to solve properly for small firms.
So I put those decades of experience to work and built a system that does — one that quietly handles document intake from end to end, so the repetitive part simply disappears. It fixes a reality these firms live with every single day. If it can't save you real hours, I'll tell you straight.
See it run on your own kind of files.
Book a free 10-minute demo. I'll show you exactly what it would handle for your firm — and you decide if it's worth your time. That's it.