Articles
Discover how to use PapersIn to get most out of it.
How to chase clients for documents without burning the relationship
Chasing clients for paperwork is the worst part of bookkeeping. A practical system of specific asks, scheduled reminders, and calm deadlines that keeps clients on side.
Life after Hubdoc: how accountants keep collecting client documents
Xero retired Hubdoc, and Xero Files won't chase your clients. A practical guide to rebuilding your document collection workflow, with honest options.
The monthly bookkeeping document checklist (what to ask every client for)
A practical monthly bookkeeping checklist: the documents to request from every client, what varies by business type, and how to make the list run itself.