Collect client documents with fewer follow-up emails.
PaperKoi is a small tool I'm building for bookkeepers and accountants. You send a client one request listing the documents you need. They open a link, pick a PIN and upload, without creating an account. You can see what has arrived and what hasn't.
Still early. I'm looking for a few firms to try it.
How it works
Your clients don't have to make an account, and you can always see who still owes you something.
Send a request
Start from a template or type your own list. It replaces the long email that asks for everything at once.
Client sends files
Your client opens the link, picks a four-digit PIN, and uploads each document where it belongs. They don't need an account or an app.
See what's missing
You can see each client's progress in one place. If a file is wrong, you ask for that one file again.
Spend less time chasing, and take on more clients
Every follow-up email you don't have to write is time you can spend on actual client work.
Fewer follow-ups
Clients see exactly what you asked for. You only follow up on what hasn't arrived, and you can ask for one file again without starting over.
No client accounts
Clients use a link and a four-digit PIN. There's nothing to sign up for and no password for them to forget.
More clients per person
Every client's status is on one screen, so you spend less time searching your inbox to see if something came in.
Links you can replace
If a link gets forwarded or sent to the wrong person, you can make a new one and the old one stops working.
“Can you send over your bank statements when you get a chance?”
You've sent that email three times. Your client means well, but the documents end up scattered across email threads, downloads folders and forwarded messages, and the filing deadline keeps getting closer.
With PaperKoi, each client gets one link with the list of what you need, and you get one place to see who has sent what.
It started with a lot of follow-up emails
I kept seeing firms lose time to the same routine. They asked clients for documents by email, got them back in pieces, and then asked again for whatever was missing. Each round took someone's afternoon.
PaperKoi is still early, and I'm trying to find out whether it actually saves people time. If you collect documents from clients, I'd like to hear how you do it now.
Why not email or a shared folder
They work fine for storing documents, but they can't tell you what's still missing. Someone has to keep track and ask again.
Email and shared folders
- Requests get buried in threads and forwards.
- Someone has to remember what's missing and chase it.
- A folder can't show you what hasn't been uploaded yet.
- Client portals give clients another login to forget.
PaperKoi
- Each client gets one link and a list of what you need.
- Clients pick a four-digit PIN instead of making an account.
- You can see what has arrived and what needs replacing.
- Uploads stay with the request they belong to.
Who it's for
Bookkeepers
Receipts, bank statements and payroll reports from every client, every month, and a clear view of what came in.
Tax preparers
Send a checklist before tax season and see exactly who still owes you a W-2.
Accounting firms
See which clients are on track and what's still missing, without forwarding emails around the office.
Interested in trying it?
I'm not selling anything yet. If chasing documents takes up a lot of your week, I'd like to hear about it. Join the early list and I'll get in touch.