6-10 hrs
collecting documents and answering "did you get it?"
15-20%
of fees forgotten or collected late
1 miss
a missed filing = penalty + lost trust
The system reminds, follows up and collects. You do the work.
Send one link — no client login. If they don't upload, the system reminds them every 3 days, politely. You just approve.
Every recurring filing becomes a task automatically. Nothing slips.
See who owes what and who hasn't paid. Automatic reminders for overdue fees.
Prefilled reminder messages for pending documents and payments.
The most time-consuming part of a firm isn't the work — it's asking clients for paperwork. This ends that.
Ledger — accounting workflow
01
One by one or bulk-import via CSV. Two minutes.
02
The system handles reminders; you just approve.
03
Filing tasks generate themselves; deadlines get flagged.
14 days free. Cancel in one click. Nothing to lose — except the chasing.
No credit card · 2-minute setup