Handinly
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Which clients areready this month?
Handinly helps accountants collect monthly statements, invoices and receipts from clients. Reuse a checklist for each month and see which documents are still missing.
Handinly collects and organises files. Bookkeeping stays in your accounting tools.
Cedar House · October
Monthly documents
- Bank statementReceived
- Sales invoicesReceived
- ReceiptsReceived
- Payroll summaryReceived
- Anything unusualReceived
- Card statementMissing
A month of documents, item by item.
Reuse the structure for each client and adjust it to the documents you need. Keep each month’s files and notes together.
- Bank statement
- The full month, for each business account.
- Sales invoices
- Invoices issued during the month.
- Receipts
- Readable scans or photos, with every page included.
- Payroll summary
- The summary exported from the payroll tool.
- Anything unusual
- Supporting files for loans, refunds or major purchases.
- Card statement
- The business card statement for the same period.
Example checklist. Create and edit your own items and notes in the workspace.
From request to a finished set.
Open the client’s month
Reuse a checklist template for the next monthly period. Keep each client’s collection separate so files stay in context.
Let clients add documents
Send an upload-only link. Clients add statements, invoices and photos against the list, while missing items stay visible.
Complete and keep the record
Check the set, resolve outstanding items and complete the period. Find completed months and their files again in History.
A clear role for everyone.
Choose access deliberately. Requesting files and sharing files use separate permissions.
- Accountant or bookkeeper
- Sets up the request and sees which items still need a document.
- Client
- Sends documents from a scoped upload link, including photos from a phone, without creating an account.
- Colleague
- Works in the shared team workspace with access granted through team membership.
Before you send the first link.
Is this accounting software?
No. Handinly helps collect and organise documents. It doesn’t reconcile transactions, calculate tax or import bank feeds.
Can I collect my own paperwork for my accountant?
Yes. Gather your own files against a checklist, then share a link with explicit view/download permission so your accountant can receive the set.
Does receiving a file mean it has been reviewed?
No. A received file is available in the collection. If you enable review, pending decisions and requested changes stay outstanding. External document review requires sign-in and explicit permission.
Is this a required list of accounting documents?
No. This is an illustrative collection, not tax or accounting guidance. Choose the documents each client needs with your own professional judgement.
Give every month a clear checklist.
Start with one client. Build the list you need and reuse it for the next period.