Document collection for remote and virtual bookkeeping clients

When you never meet the client, statements and receipts arrive by email threads, photos and texts. DocNag gives each client one checklist link, uploadable from a phone with no account, and reminds them until the month is complete.

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

A starting checklist

• Bank statements for every business account
• Credit card statements
• Receipts for the month (photos are fine)
• Payroll reports
• Loan or line-of-credit statements
• Sales and payout reports from payment processors
• Anything the client wants you to know about this month

Remote work has no desk drop-off, so the checklist has to be the single place a client looks, and the reminders replace the follow-up call. 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 · Bookkeepers who also run payroll · Bookkeepers for landlords and rental property owners · Bookkeepers for nonprofits · 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