Give every client a private upload page and a dedicated email address. Statements, bills, invoices and receipts — even phone photos — arrive organized under their name, converted and verified line-by-line, flagged NEW the moment they land. You review, download, import. No chasing, no shoebox.
No card charged during your trial. Cancel anytime.
The whole front office for your bookkeeping practice — so “did you get my file?” finally has one answer.
Every client gets a private link — no accounts, no passwords. They drop files or photos; the documents land in your system under their name, flagged NEW.
Clients email their statements to their own address (acme@in.statementsync.ca). Attachments convert automatically and file themselves.
Documents, contacts, notes and deadlines for every client in one place — with filing dates and reminders so nothing slips.
Clients message you right from their upload page; you reply from their profile. Missing-document requests live where the files do.
Open any document in the browser: every line editable, math re-checked, duplicates flagged. Then download .qbo, .iif and Excel — all three, always.
Everything a client processed in a month — the QuickBooks files, the Excel workbook, a summary — packaged into a single ZIP, ready to file.
Via their private upload page or their dedicated email address — PDF, Excel, CSV, even a photo of a receipt on the kitchen table.
The document type is detected automatically, every line extracted, and every amount re-added and cross-checked against the printed totals.
Everything sits under the right client, flagged NEW. Open it in the browser, edit any line, and chat with the client if something's missing.
Download .qbo for Bank Feeds or .iif for bills and invoices — plus Excel — individually or as a month-end client pack. Import. Done.
In Canadian dollars. Every plan starts with a 30-day free trial — and every paid plan carries a 30-day money-back guarantee.
Charged as STATEMENTSYNC. Trial includes 5 conversions.