Current workflow
What the usual workflow looks like
The bookkeeper asks for bank statements, receipts, payroll reports, and cleanup documents, then follows up repeatedly when clients send partial files.
Client document collection guide
Client document portal for bookkeepers
ClientReady helps bookkeepers request monthly statements, receipts, payroll documents, cleanup files, and recurring intake documents in one status view.
Who this page is for
Firms comparing document collection workflows.
Bookkeeping firms managing monthly close
Cleanup teams collecting old statements and receipts
Solo bookkeepers coordinating repeat client uploads
Where the workflow breaks down
- Monthly requests repeat, but the follow-up still starts from scratch.
- Clients send partial uploads without knowing what remains.
- The bookkeeper has to reconcile inboxes, folders, and tracker notes.
| Bookkeeping need | Manual workflow | ClientReady |
|---|---|---|
| Monthly statements | Email reminder each month | Reusable request list |
| Receipts | Scattered uploads | Requested item status |
| Cleanup work | Long manual checklist | Client-facing upload list |
| Close readiness | Manual review | Status view by client |
When this workflow is enough
- The bookkeeper serves a small number of highly responsive clients.
- Each client uses a reliable bookkeeping app upload flow already.
- There are few recurring document types.
When ClientReady makes more sense
- Monthly close depends on the same missing files each period.
- Cleanup work requires a long list of documents.
- The firm wants clients to upload against a clear checklist.
FAQ
What documents do bookkeepers usually request?
Common requests include bank statements, credit card statements, receipts, payroll reports, loan statements, merchant reports, and cleanup documents.
Is ClientReady only for tax season?
No. Bookkeeping firms can use the same request workflow for monthly statements, receipts, payroll documents, cleanup work, and recurring client intake.