Every statement, in. Every month. Without asking twice.
Clients forward what they have — bank emails, receipt photos, scan_final_v2.pdf. PapersIn recognizes it, files it, ticks the checklist, and stops the reminders.
Three steps, in order.
Clients dump, forward, or snap
Every client gets a magic upload link and a private forward-to address. No client accounts, no portal passwords, no app to install. If they can send an email, they can send their statements.
Papers sort themselves
Each file is recognized — statement or receipt, which account, which month — renamed properly, and filed to the right client and month. Wrong month? Missing pages? A gap since April? Flagged, not silently accepted.
├─ Chase-statement.pdf ✓
├─ Amex-2004-statement.pdf ✓
├─ Receipt-Costco.jpg ✓
└─ ⚑ Payroll — May file, expected June
Reminders write themselves, then stop
Friendly, then firm, then a cutoff date. Every reminder lists exactly what's still missing — nothing more. The moment a paper lands, it leaves the email. When everything's in, the emails end. Your clients notice the difference.
What it does
The collecting. All of it.
What it doesn't
Tools in this category try to be the whole practice. We don't.
Flat. Monthly. No contract.
Fair questions
Why not fetch statements from the bank?+
Feeds break and only cover banks. Receipts, payroll, and loan statements still arrive by email and photo — we collect through the channel clients already use.
I used Hubdoc. What happens to my setup?+
Your folder structure imports as-is on a white-glove call; clients keep their forwarding habits — only the address changes.
What do my clients see?+
A plain upload page with your firm's name — no login, no app. Or they just reply to an email.
How does recognition actually work?+
Each document is read for institution, account, and period, then matched to the client's checklist. Ambiguous files get a one-click confirm — never silently misfiled.
Where do my documents live?+
Encrypted storage, fully exportable any time as a clean ZIP. Never held hostage.
What if a client just won't send things?+
The escalation ends with a cutoff date and a clear red flag on your board — so the conversation becomes theirs to have, not yours to chase.