Document Tracker for Accounting Firms
Document Tracker for Accounting Firms
Track monthly client documents, payroll and tax files. Automatic reminders and risk dashboard.
1. Track Recurring Client Documents
Manage:
- Monthly payroll files
- VAT / tax reports
- Bank statements
- Annual financial statements
Create document types, set recurrence (monthly / quarterly / yearly), define due dates and reminders. Generate deadlines in bulk for selected clients.
2. See What's Missing in Seconds
Each document has a status:
- Missing
- Received
- Verified
Dashboard shows:
- Overdue items
- Due today
- Risk overview
Filter by client or document type. No spreadsheets required.
3. Send Reminders and Reduce Risk
Send client reminders directly from the system. Avoid:
- Manual follow-up emails
- Missed compliance deadlines
- Fragmented tracking across tools
Designed for recurring accounting workflows.
4. Built for Accounting Firms
- Role-based access (owner / client)
- Secure workspace per firm
- Cloud or self-hosted deployment
- Scales from 10 to 100+ clients