For bookkeepers: type each client's monthly list once. Docnudge emails it from your name, reminds them politely until every item is ticked, and shows you who's late.
One short email on the 1st, from your name, and a list they tick from their phone. No account, no app.
Hi Dan,
Alex Morgan needs your October documents by November 5. Here's the list:
Bank statements, receipts, payroll: whatever each client sends you. It resets itself every month.
On the 1st, each client gets their list by email from your name, with a private link. Replies come to you.
A polite nudge every few days until everything is ticked, never more than six. You're told when a client is done.
A private link per month. They tick items from any phone, no password, no app.
Emails say they're from you, and replies land in your inbox, not ours.
Clients send files the way they already do. Docnudge only keeps the list and the ticks: nothing sensitive to secure.
Six reminders at most, a one-click stop link in every email, and you're told if a client uses it.
Free for 2 clients. Solo is free for 14 days, no card.
For a one-person practice.
$12
per month
14-day free trial
For a growing bookkeeping firm.
$29
per month
No. Each month they get a private link by email and tick what they've sent.
No. They keep sending files the way they do today (email, portal, shared folder). Docnudge tracks what's in and handles the reminders.
You choose the rhythm (every 2 to 7 days), they stop the moment everything is ticked, never more than six a month, and every email has a stop link.
From your name via Docnudge, and replies go straight to your own email address.
Solo is $12 a month for up to 30 clients. Without a plan you keep 2 clients free; the others stop receiving emails, and nothing is deleted.
Yes, in one click from your account. You keep access until the end of the paid month.
Free for 2 clients. No card.
Docnudge