Managing bookkeeping documents can feel like an uphill battle, especially when it comes to collecting documents, receipts, invoices and bank statements from your clients. The endless back-and-forth of emails, phone calls, and manual reminders needed to get just one document in your inbox can really begin to eat away at your productivity.
This is where our document management system for accountants and bookkeepers comes in. LedgerDocs is designed with powerful features that streamline client communication, enhance document organization, and automate repetitive, time-consuming tasks like bank statement downloading, data entry, and client email follow-ups.
One standout feature that LedgerDocs users rave about is our Scheduled Reminders & Document Requests tool. It simplifies client collaboration and ensures you get the right documents exactly when you need them. Let’s explore how this feature can transform your client document collection and management process.
The Power of Scheduled Reminders & Document Requests
Gone are the days of chasing clients for missing receipts or statements With LedgerDocs, you can:
Send Automatic Document Requests
Automate the process by sending document requests to your clients, capturing any files attached to their replies directly into your LedgerDocs account. This eliminates the back-and-forth in your inbox and puts document collection on autopilot.
Set Recurring Reminders
Create recurring reminders for certain document types like monthly invoices or statements, eliminating your need to manual follow-up every month.
Empower your Clients to Stay Proactive
Regular, automated follow-ups make it easier for your clients to stay proactive in submitting their bookkeeping documents on time. This creates a framework for better collaboration, communication and accountability.
By integrating this financial document automation tool into your workflow, you save valuable time and create a more efficient collaboration process. This not only enhances productivity but also ensures that your client folders are always up-to-date with the most current client records.
Benefits of Automating Document Requests
Streamlined Workflow:
Automating reminders and requests simplifies communication and consolidates all client documents in one place. Whether your client uploads their files directly to LedgerDocs, uses the mobile app, replies to your email, all documents automatically land in the appropriate client inbox.
Improved Client Relationships:
Clear, scheduled reminders reduce the risk of miscommunications and foster and help you to foster a more professional relationship with clients. They appreciate the structured process and are more likely to comply with submission deadlines.
Better Time Management:
Eliminate the hours spent chasing and organizing paperwork With LedgerDocs, you can focus on higher-value tasks like analysis and strategy.
Seamless Integration with QuickBooks Online
LedgerDocs goes beyond document collection and upload. Using OCR technology, LedgerDocs automatically extracts the necessary data and allows you to upload it directly into QuickBooks Online, and applies custom categorization rules. Whether you’re dealing with a supplier receipt from or recurring invoices, you can create rules to automate the sorting and posting of financial documents.
Automatic Bank Statement Fetching
We have also created an automation that puts an end to the monthly scramble for bank statements. With LedgerDocs, you can fetch client bank and credit card statements automatically from multiple banks, ensuring you have access to information that is up-to-date and readily accessible.
Ready to Supercharge Your WorkFlow
LedgerDocs is more than just financial document organization software—it’s a comprehensive solution built specifically for bookkeepers and accountants. Whether you’re handling a handful of clients or managing hundreds, LedgerDocs provides the tools to simplify your workflow and enhance productivity, making it the ideal document management for accounting firms or individual financial professionals. Start your free trial with LedgerDocs today and experience our powerful feature.
