For one-person bookkeeping & tax practices
A simpler way to collect client documents.
Send a private checklist. Clients upload without an account. You see what is still missing.
$9/month or $90/year · No card required
Riverbend BookkeepingPrivate client request
May bookkeeping
Documents needed
2 of 4 received
May bank statementStatement
ReceivedMay credit card statementStatement
ReceivedReceipt photos or exportUpload files
Upload neededNotes on unusual transactionsOptional note
Optional Private link · Client uploads without creating an account