PockclientMonthly document collectionYour clients never create a login.
Wrong uploads are caught before they reach you.
Pockclient automatically sends branded monthly document requests, tracks missing checklist items, and uses document intelligence (powered by OCR, vision models, and LLMs) to check files for the correct month and type before submission. Free for 3 clients. No client portals. No chasing.
Free forever for 3 clients. Pro is $15 flat per month - not per client. No hidden fees.
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See how Pockclient collects documents automatically
Sound familiar?
Every bookkeeper knows these moments.
They happen every single month. We did not write these - bookkeepers did.
Took over a client last quarter who had categorized $43k in expenses as 'misc' because they 'weren't sure where things went.' Six months of that. I spent two weeks reconstructing their books from bank statements and emails. Now I send them a document request every month and they actually fill it in. First of the month used to be my most dreaded day. Now it's just Tuesday.
Sarah K.
Bookkeeper, 9 years in practice
My biggest client runs a restaurant group. Three locations, eight bank accounts, and the owner would go completely dark every January and March. I'd send emails, texts, leave voicemails. Sometimes I'd get a shoebox of receipts in February with a sticky note that said 'sorry.' I billed for all those hours but I shouldn't have to charge clients for my anxiety. The document collection piece was always the worst part of this job for me.
Marcus T.
Solo Bookkeeper
I had a client upload their November bank statement when I asked for December. Didn't notice until I'd reconciled the whole thing and something felt off. Went back, compared the dates, and there it was. That was an hour of work I had to redo. Now I check every file before I open it, which adds time I don't get paid for. A system that just catches that automatically would have saved me from so much of this.
Jennifer W.
Bookkeeping practice owner, 6 clients
I tried switching to a client portal twice. Lost two clients both times. One was 71 years old and called me to say she 'didn't do apps.' The other just never logged in, ever, not once in four months. I went back to emailing them a Google Drive link and it still took three follow-ups per document. There's no version of 'just use this portal' that works for every client, and most of mine are small business owners who are already overwhelmed.
David R.
Freelance bookkeeper, Atlanta
Every single month the same thing. I'd send the request on the first, get half of it by the tenth, chase the rest until the fifteenth, and then do the actual work in a four-day sprint at the end. I've been doing this for eleven years and I just accepted that's what month-end looks like. I didn't realize how much of my stress was actually just the collection process until I fixed it.
Priya S.
Bookkeeper, small business clients
Took over a client last quarter who had categorized $43k in expenses as 'misc' because they 'weren't sure where things went.' Six months of that. I spent two weeks reconstructing their books from bank statements and emails. Now I send them a document request every month and they actually fill it in. First of the month used to be my most dreaded day. Now it's just Tuesday.
Sarah K.
Bookkeeper, 9 years in practice
My biggest client runs a restaurant group. Three locations, eight bank accounts, and the owner would go completely dark every January and March. I'd send emails, texts, leave voicemails. Sometimes I'd get a shoebox of receipts in February with a sticky note that said 'sorry.' I billed for all those hours but I shouldn't have to charge clients for my anxiety. The document collection piece was always the worst part of this job for me.
Marcus T.
Solo Bookkeeper
I had a client upload their November bank statement when I asked for December. Didn't notice until I'd reconciled the whole thing and something felt off. Went back, compared the dates, and there it was. That was an hour of work I had to redo. Now I check every file before I open it, which adds time I don't get paid for. A system that just catches that automatically would have saved me from so much of this.
Jennifer W.
Bookkeeping practice owner, 6 clients
I tried switching to a client portal twice. Lost two clients both times. One was 71 years old and called me to say she 'didn't do apps.' The other just never logged in, ever, not once in four months. I went back to emailing them a Google Drive link and it still took three follow-ups per document. There's no version of 'just use this portal' that works for every client, and most of mine are small business owners who are already overwhelmed.
David R.
Freelance bookkeeper, Atlanta
Every single month the same thing. I'd send the request on the first, get half of it by the tenth, chase the rest until the fifteenth, and then do the actual work in a four-day sprint at the end. I've been doing this for eleven years and I just accepted that's what month-end looks like. I didn't realize how much of my stress was actually just the collection process until I fixed it.
Priya S.
Bookkeeper, small business clients
The hidden cost of document collection
Bookkeepers spend an average of 8 to 10 hours per client each month on document follow-up alone. For a bookkeeper with 15 clients that is up to 150 hours every month - spent not on bookkeeping but on asking, waiting, re-asking, and tracking who sent what. Pockclient replaces that entire cycle with one automated workflow.
The solution
One setup. Every month handled.
Automatic document requests
Clean branded emails sent on your chosen date. Clients click one link - no login, no account needed. They upload against specific labels in real time.
Smart error detection
Wrong month or wrong document type gets caught before submission. Clients fix mistakes on the spot. You only see correct files in your dashboard.
Intelligent reminders
Three-tier reminders go only to clients missing documents. Complete clients hear nothing. All in your name, on your schedule.
Visual dashboard
Every client as a single row. Green complete, yellow in progress, red overdue. Know exactly where everyone stands in ten seconds.
How it works
Four steps. Then it runs itself.
01
Set up each client once
Add their name, email, and phone number. Build their document checklist - or describe their business in plain language and let the AI draft it for you instantly. Set the send date, reminder timing, and your branding. Under two minutes per client. Never repeated.
02
Requests go out automatically
On the date you set, every client receives a branded email with their secure upload link. No manual sending. No calendar reminders telling you to do it yourself. October's request says October. November's says November. It fires every month, forever, without you.
03
Clients upload without an account
They click the link. They see their checklist. They upload each document against its specific label. If they upload the wrong month or wrong document type, Pockclient flags it before submission and asks them to check and correct it. When everything is in, they close the tab. No account. No password. No confusion. That is their entire experience.
04
You see everything in one place
Your dashboard shows every client's real-time status. Who is complete. Who is missing which specific items. Who has not opened the link at all. Send a manual reminder, skip a client for the month, or download all documents with one click. The moment a client finishes, you get notified so you can start their close immediately.
Features
Built for bookkeepers who want the chasing to stop.
Not another platform to learn.
Magic Link Access
Every client receives a unique secure link each month. No login. No account creation. No password reset emails. No explaining what the platform is. They click, they upload, they are done. This is the single most important thing about how Pockclient works - your clients will actually use it because there is nothing to set up on their end.
Automatic Monthly Sending
Set the send date once per client. Pockclient fires the request automatically every month on that date. You never manually send another document request email. You never forget to send one either. October's request says October. It has always said October. You did not type that.
Three-Tier Smart Reminders
Set your reminder schedule once. A friendly nudge goes out on day three. A professional follow-up on day six. A firm final reminder on day nine. Each reminder only goes to clients who are still missing documents. Clients who finished hear nothing. All reminders appear to come from you - not from Pockclient. You are not chasing anyone. The system is. You are just the bookkeeper.
Per-Item Checklist Tracking
Your dashboard does not show complete or incomplete at the client level and nothing else. It shows which specific items are missing per client. If a client submitted their bank statement but not their credit card statement and not their receipts, you see exactly that. Their automated reminder tells them precisely what is still outstanding. You never send a vague follow-up asking for the remaining documents when you can say exactly which two items you still need.
Document Intelligence - Pro
When a client uploads a document, Pockclient reads it automatically. If they uploaded April's bank statement when May was requested, they are told before they submit. If they uploaded a receipt when a bank statement was needed, same. The mistake is caught at upload, corrected by the client on the spot, and never appears in your dashboard. You only ever see what is correct. The problem that costs you two days every month - opening a file to find it is the wrong one - stops happening.
AI Checklist Builder
Describe your client's business in plain language - small restaurant, two bank accounts, pays three contractors monthly - and Pockclient generates a complete tailored document checklist instantly. Review, reorder, and customize every item before saving. A new client checklist that used to take fifteen minutes of thinking now takes sixty seconds.
Branded Client Portal - Pro
Your logo, your brand colors, your welcome message on every portal your clients visit. They see a professional distraction-free experience that reflects your practice. Clients who do not know what Pockclient is will never need to find out. This is your portal. It just runs on our infrastructure.
Monthly Dashboard
One screen shows every client as a row - complete, in progress, overdue, or not opened. Filter by month. See exactly who needs attention without clicking into individual client profiles. Export summaries for your own records. Send manual reminders to specific clients. Skip a month for a client who had no activity. Everything you need to manage your entire close from one page.
The technology
How the document intelligence works
Pockclient's document intelligence layer uses a combination of OCR models to extract text from uploaded files, vision models to understand document structure and layout, and large language models to classify document type and verify the period it covers. When a client uploads a file, the system runs it through this pipeline in seconds — confirming it matches the requested document type and the correct month before the client ever hits submit. The AI checklist builder uses the same LLM layer to interpret a plain-language business description and generate a tailored document list instantly.
How we compare
Built for document collection.
Not bolted onto something else.
| Feature | Pockclient | Manual Email | Shared Drive | Practice Software |
|---|---|---|---|---|
| Monthly auto-send | Automatic, scheduled | You send it manually | You send it manually | Sometimes, after complex setup |
| Client login required | Never, not once | No | Yes, always | Yes, always |
| Works without QuickBooks or Xero | Yes, fully | Yes | Yes | Usually no |
| Branded portal included | Yes, on Pro | No | No | Extra cost or not available |
| Automatic tiered reminders | Yes, 3 tiers, only for missing items | No, all manual | No | Basic at best |
| Per-item checklist tracking | Yes, built in | No | No | Limited |
| Wrong document detection before submit | Yes, automatic | No | No | No |
| AI checklist generation | Yes, instant | No | No | No |
| Pricing for solo bookkeeper | $0 to $15 flat per month | $0 | $0 | $50 to $150 per month |
| Setup time per client | Under 2 minutes | Repeated every month | 30 minutes or more | Hours plus onboarding calls |
| Penalizes you for growing | Never, flat price | No | No | Yes, per client or per seat |
Pricing
Free to start. $15 flat to scale.
Never per client. Never per seat.
Free
For freelance bookkeepers who want to replace the manual email workflow with something that actually runs itself.
- 3 active clients
- Automatic monthly sending
- AI checklist builder
- Three-tier smart reminders
- Magic link client portal - no client login ever
- 5 portal themes
- 3 months document storage
- No credit card required
Pro
For bookkeepers who want unlimited clients, full branding, and document intelligence that catches mistakes before they reach you. One flat price. Always.
- Everything in Free, plus -
- Unlimited active clients
- Your logo and brand colors on every client portal
- Custom domain for your portal
- Document Intelligence - wrong month and wrong document type detected automatically before submission
- Monthly close summaries per client
- 12 months document storage
- Priority support
Every competitor charges per client. As your practice grows, your costs with them grow too. Ours never do. Flat, predictable, and scalable pricing.
Get started today
The next month you close is the calmest one yet.
Set up your first three clients in under ten minutes. Pockclient sends the requests, follows up on missing documents, catches wrong uploads before they reach you, and tells you when each client is complete. You just do the bookkeeping.
Free forever for 3 clients. No credit card. No accounting software required. Cancel Pro anytime.