Document collection for nonprofit clients

Nonprofit treasurers are volunteers with day jobs, so statements and receipts arrive late and from several people. DocNag gives each organisation one checklist link, uploadable from a phone with no account, and reminds them until the month is covered.

Start free with this checklist   See it in action, no signup

A starting checklist

• Bank and credit card statements
• Donation platform payout reports (Stripe, PayPal, Givebutter)
• Grant award letters and funder reports
• Receipts with the program or fund they belong to
• Payroll and contractor invoices
• Board-approved expense reimbursements
• Prior-year Form 990 and board minutes with budget changes

Restricted funds and grants must be tracked separately, so a receipt without its program or fund label holds up the close. Edit the list to fit each client, or build one without signing up in the checklist builder.

How it works

1. Send the client one private link.
2. They upload each item from a phone, with no account or password.
3. DocNag reminds them about what is missing and tells you when files arrive.

Free for 3 active requests, no card. $19/month for 25, $39/month for 100. About DocNag · Pricing

Other niches

E-commerce bookkeepers · Bookkeepers for contractors · Bookkeepers for farms and ranches · Bookkeepers for rideshare and gig clients · Remote and virtual bookkeepers · Bookkeepers who also run payroll · Bookkeepers for landlords and rental property owners · Bookkeepers for real estate agents and brokerages · Bookkeepers for trucking and owner-operator clients · Bookkeepers for salons and beauty businesses · Bookkeepers doing catch-up and cleanup work · Bookkeepers for restaurants and cafes · Bookkeepers for medical and dental practices · Bookkeepers for law firms · Bookkeepers for content creators and influencers · Bookkeepers for short-term rental hosts · Tax preparers · Enrolled agents and irs resolution practices · Business tax return preparers · Tax preparers handling extensions and late filers