Coming soon for bookkeepers and accountants
Send each client one secure link that lists only what’s missing. TidyClose follows up for you and shows you who’s ready to close.
Free to join. Just your email. No spam, and you can leave the list anytime.
1 You list the documents once
2 Your client gets one secure link
3 Your board shows who’s ready
Sound familiar?
Same clients, same missing statements, same “just checking in” email.
Somewhere in a thread, from a colleague’s inbox, or for the wrong month.
You find out by searching inboxes and folders, one client at a time.
The cost of doing it by hand
Adjust the numbers to match your firm. The estimate updates as you go.
About 3.3 hours every month, or 5 working days a year spent asking for paperwork.
20 clients × 2 follow-ups × 5 min × 12 months
TidyClose sends the requests and follow-ups for you. You still check what arrives, so some of this time stays — but the chasing doesn’t.
How it works
01 · Set up
“Business checking · Wells Fargo · Ending 8120”, so nobody has to guess. Monthly, or a one-time request.
02 · Request and remind
Choose Gentle, Standard or Frequent. Reminders cover only what’s missing and stop when everything is in.
03 · Close
Wrong file? Mark it Needs fix with a short note. When a client is ready, download everything as one ZIP.
For your clients
No account, no password, no app. Everyone at the business can use the same link and sees the same checklist.
Join the waitlistTap and choose the file — from a phone or a computer.
Nothing to send this month? One tap, and nobody waits for it.
Stuck? You’re alerted, and the client moves to the top of your board.
What we’re committing to
TidyClose is in development for small bookkeeping firms. These are the rules it’s being built to.
Requesting, collecting, following up on and tracking documents. Not a CRM, not practice management, not accounting software.
Only your firm can open them. Clients can upload but never download, and your sign-in always uses two-step verification.
Files are deleted within 90 days after the request is complete, and never kept more than 180 days after upload.
Questions
Something else on your mind? Join the waitlist and reply to the email when it arrives.
That’s the design goal: nothing to install or sign up for. They open one link, see the few documents still needed, and tap Upload. If they have nothing to send, or they’re stuck, there’s a single button for that too.
You add a client, their email and the documents you need from them — once. After that, requests and reminders go out on the schedule you choose. There’s no template builder or workflow to configure.
Each link is long, random and checked on every visit. It stops working when the request is complete, and after 45 days at most. Only your firm can open the files, and they’re deleted within 90 days after the request is complete, never kept more than 180 days after upload.
No. TidyClose only replaces the chasing. Download the files and keep using your accounting software, storage and email exactly as you do now.
Pricing isn’t final yet. It will be one simple monthly price for your firm, with no per-seat fees. Joining the waitlist is free and doesn’t commit you to anything — you’ll see the price before you decide.
Join the waitlist and we’ll email you when early access opens.
Free to join · Just your email · Leave the list anytime