Email is a bad filing cabinet
Versions scatter. “I already sent that” becomes a ritual.
We do the chasing for you. BookkeeperNudge emails your clients a short list of what you need, sends polite reminders until they reply, and lets them upload files with one click (no account or password). No billing or extra software to set up. Try it free, and we’ll handle your first client request for you.
For solo and small-team bookkeepers who need month-end bank statements and receipts — not another all-in-one to configure.
Versions scatter. “I already sent that” becomes a ritual.
Every polite follow-up is time off the close.
One bank statement can park a client. A clear list and reminders get it moving.
Content Snare’s customer survey cites large drops in gather-time after using a collector (self-reported). Big all-in-one tools can do this, but many one-person firms only want the reminders and give up on the long setup.
Three simple steps, and during your free trial we do them for you.
Bank PDFs, processor exports, receipts — only what you need for that client and period.
Clients upload with one click, no account needed. Reminders fire on a schedule you choose.
During your free trial, uploads go straight to your Google Drive folder or email — we don’t keep copies. When the product launches, you’ll connect Drive/Dropbox or download a zip; status shows what’s still missing.
We’re new, so these are how we’re built, not customer numbers. Need a full document portal this week? Content Snare or your current software is the better fit.
Nothing to set upWe handle your first client request for you.
Just the remindersNo billing, client management, or tax software.
One-click uploadClients don’t need another password.
Clear tiersSolo up to 15 active clients · Pro up to 40.
| Option | What you get | Typical cost | Best when |
|---|---|---|---|
| Email DIY | Manual follow-ups | Your evenings | Few clients, endless patience |
| Content Snare | Full document collector | From ~$35/mo annual | You need a collector now |
| TaxDome / full suites | Firm OS + portal | From ~$800/seat/year | You need the whole stack |
| BookkeeperNudge | Document reminders + free first request | Solo $29 · Pro $59 /mo | You want nudges without suite setup |
Try it free first. We handle your first client request at no cost. These are the monthly prices if you keep going.
Solo is priced under Content Snare’s ~$35/mo annual entry (public pricing Nov 2026) — but the real difference is nothing to set up, not the price.
Give us your messiest client checklist for this month-end. We’ll send the request and the reminders for you, free.
Try it freeNot as self-serve software yet. Right now we send the requests and reminders for you, starting free with your first client. Need a full document portal this week? Content Snare or your current software is the better fit.
During your free trial: straight to your Google Drive or email — we don’t keep copies. Product: connect Drive/Dropbox or download a zip; you see outstanding items in the status view.
During your free trial, files go to the bookkeeper’s own Google Drive or email; we don’t retain copies. When the product launches: uploads encrypted in transit and at rest, auto-deleted after 30 days or on request, and only your firm sees them. We don’t claim security certifications.
For one client, we send your document list and the follow-up reminders until they upload. No card required.
No. Clients upload with one click from the email, no password. Your free trial uses the simplest secure link we can share.
Content Snare is a strong full collector. We only do document reminders, for bookkeepers who mainly need statements and receipts without a long setup. Compare features before you switch.
Try it free, and we’ll handle your first client request for you.