MonthDocs helps accounting and bookkeeping firms collect documents from their clients every month - without e-mails back and forth. FOR CLIENTS • See exactly which documents your accountant needs this month • Scan paper documents with the camera - edges are detected and pages become one PDF • Upload photos or files, several at once, or share PDFs straight from your bank or mail app • Mark "nothing to provide" in one tap • Get a reminder only when something is really missing • Sign in with a one-time code - no password to remember FOR ACCOUNTANTS • Overview of overdue clients and documents waiting for review • Review new documents one after another: swipe right to accept, left to ask for a new file with a ready-made reason • Open PDFs and photos right in the app • Send a reminder to one client or to all overdue clients at once • Manage clients, document checklists, periods, team and firm settings - everything you can do on the web, on your phone • Get notified when a client uploads SECURITY • Documents are encrypted on our servers and virus-scanned on upload • Optional app lock with Face ID or Touch ID • Two-factor authentication for accountants • Strict separation between firms; staff see only their assigned clients • Notifications never contain names or document titles Available in 12 languages. Try the demo in the app - a sample firm with example data, no sign-up needed.
Business · iPhone, iPad · Free
