See what your clients see

This is the page your clients get each month. Try it: upload a file, answer a question, and watch the checklist fill in. It's a sample, so nothing you add leaves your browser.

Your client's private link

Northgate Bookkeeping

Northgate Bookkeeping has requested your September 2026 documents

Please upload by Thu 22 Oct.

Upload files or answer the questions below. You can return to this link anytime.

0 of 5 items complete

Business bank statement

The full September statement as a PDF.

Still needed

Choose file(s)

Any file type, up to 25 MB each. You can select several at once.

Credit card statement

Still needed

Choose file(s)

Any file type, up to 25 MB each. You can select several at once.

Receipts over $75 (optional)

Still needed

Choose file(s)

Any file type, up to 25 MB each. You can select several at once.

Did you buy any equipment this month?

Still needed

Last month: No

Saves as soon as you pick one.

Anything else we should know? (optional)

Still needed

Press Save to submit this answer.

Start your 14-day free trialNo credit card required.