Reminders for bookkeepers · not another portal
We remind your clients. Your portal keeps the files. Every Monday: who’s still missing what.
Professional services firms report about 6 hours a week chasing missing documents (Progress ShareFile, State of Client Collaboration 2026, 355 firms). Getting documents is still a top workflow bottleneck for many accounting teams. You already paid for TaxDome, ShareFile, Drive, or Dropbox — the bottleneck is the follow-up, not another place to store files.
Progress ShareFile survey, July 2026 · self-reported · vendor survey. At $65/hr, ~6 hrs/week ≈ $20k/year per person (our estimate from their figure).
Solo bookkeepers and small firms who need bank statements, W-2s, and receipts on time — without living in the chase or adding another vault.
Photos: Unsplash (free license) · collage of bookkeeper / finance moments
Pain → weekly chase → calm fix. In our words. Your files stay where they already live.
You get “who’s still missing what” for every open client checklist — before the week gets away from you.
Clients get short, capped reminders under your firm name that point to your portal — not a new account with us.
You mark items complete. We stop nudging that client. No OCR, no file scanning, no vault on our side.
Client names, emails, and the docs you need. Link to the portal URL you already use.
Polite status-line reminders until items are marked done. You set the cap.
Every Monday: who’s still missing what. Pro includes setup-for-you.
Every client reminder includes your portal upload button plus a one-tap “I uploaded this” link that flags the item for you. Clear items in one click from your dashboard or Monday digest. Why don’t we auto-scan your portal? Connecting to your vault API would mean giving another vendor read access to client tax and bank files — keeping completion one-click keeps your files strictly walled off.
14-day free trial · no card · cancel anytime. We stay cheaper because we don’t store your clients’ files.
$29 / month
Most firms
$59 / month
$99 add-on
An “active client checklist” = one client with an open list of documents you’re waiting on. Finished or archived checklists don’t count. More than 50? Email us.
No client files to store. No document vault to breach. We never collect, receive, store, scan, or open bank statements, tax returns, W-9s, IDs, or other client documents. Reminders link clients to your existing portal.
What we do store: firm account info, client names, client email/optional SMS number, portal URLs, checklist item names, and checklist/reminder status.
We’re a small product for bookkeepers who are tired of inbox archaeology — and who don’t want another vault. Try 14 days free with no card. We don’t sell your client list. We don’t open, OCR, or judge files. Your portal already does the holding; we do the nudging.
| All-in-one practice portals ~$50–$100+/user/mo | Document-collection portals ~$35–$79+/mo | BookkeeperNudge $29–$59/mo flat per firm | |
|---|---|---|---|
| Holds client files | Yes | Yes | Never |
| Upload destination | Their vault | Their vault | Your existing portal |
| AI / OCR on files | Often | Often | No |
| Weekly missing digest | Sometimes | Sometimes | Yes — every Monday |
| Role | Full practice suite | Document vault | Reminder companion |
Category price bands from public pages (Nov 2026). We don’t name individual competitors here — ranges are illustrative of the category.
Yes. 14 days, no card. Add a card only if you keep going after day 14.
No. Reminders point clients to the portal you already use (TaxDome, Drive, Dropbox, ShareFile, SmartVault, and similar). We keep only firm account info, client names, email/optional SMS, portal URLs, checklist item names, and status — never bank PDFs, tax returns, W-9s, or IDs.
Encryption in transit (HTTPS + TLS email) and encryption at rest for account/checklist metadata. Email hello@bookkeepernudge.com to delete any client or your whole firm workspace — done within 2 business days. Client/checklist data is also auto-purged 30 days after cancellation or trial end (billing invoices retained where required by law).
If you request a refund within 14 calendar days of your first paid subscription charge, we refund that charge in full.
No. They never get a BookkeeperNudge dashboard. They use your portal — the one they (hopefully) already know.
No. You set how many follow-ups go out. Messages read like a status line (“4 of 6 received”), not a nag. Replies go to you.
No. We don’t open or OCR uploads. Checking a file is still your job (and your portal’s). Scanning would mean storing files — which we refuse to do.
Keep the suite. Those tools hold files and run the practice. We only stop the chase emails and give you a Monday digest of who’s still missing what.
Solo ($29/mo) covers up to 15 active client checklists — built for an individual bookkeeper. Pro ($59/mo) covers up to 50 active client checklists and includes setup-for-you. An active checklist is one client you’re still waiting on documents from; completed ones don’t count. Need more than 50? Email us.
Pro ($59/mo) includes guided workspace setup plus configuring your recurring monthly client checklists and reminder cadence. The optional $99 Tax-season setup add-on covers bulk client imports and custom 1040 / business tax-organizer checklists ahead of tax season.
Yes. Cancel anytime; you keep access through the period you already paid.
Tell us which portal you use and what you chase most. Within 1 business day, we configure your workspace and first client checklist with you so you can test real reminders right away.
Contact us: hello@bookkeepernudge.com