BookFile Reminder sends the reminders, tracks every checklist item, and keeps every file version — so you can close the books without living in your inbox.
Built for the way bookkeepers actually work
Independent bookkeepers spend 3–6 hours a week chasing documents. Big firm platforms are bloated and expensive. DIY forms are brittle. BookFile Reminder does one thing — chase documents — and does it right.
Bank statements, W-9s, and receipts are sensitive. We treat them that way — and we'd rather tell you what we don't do than list buzzwords.
Every upload link is unique to one client and one package. Nobody else can guess it. Files are encrypted in transit and at rest.
We never use uploaded documents to train AI models — not ours, not anyone else's. Your clients' data is not a training set.
Files are stored in US data centers. No offshore storage, no third-party data brokers, no resale.
Delete a client, a package, or your account and the files are permanently removed. Client deletion requests are honored within 30 days.
Each template is calibrated to what American bookkeepers actually collect — event-driven where it should be, calendar-driven where it should be. Start from one and edit, or build your own.
Bank, cards, payroll, receipts, income records, processor settlements, loan statements and cash log for a monthly close.
Quarter-end payroll review, sales tax, estimated tax, and the quarter's income & expense summary.
Engagement letter, EIN, formation documents, prior year return and financials, access confirmation and opening balances.
Collect W-9s before the first payment, then prepare 1099-NEC at year-end. Event-driven, not monthly.
A short monthly template for a fast close.
No active-link metering. No package limits. You pay for how many active clients you manage — nothing else.
Billed by active clients. Archived clients don't count. No credit card required to start the 14-day trial.
14 days free. No card required. Set up your first package in under 5 minutes.
Start free trial →