See what your clients see

This is the page your clients get each month. Try it: upload a file, answer a question, and watch the checklist fill in. It's a sample, so nothing you add leaves your browser.

In the real page, AI reads each PDF or photo and tells the client straight away if it looks like the wrong document or the wrong month. Here it only reads the file name, so try a PDF named something like statement-june.pdf to see a wrong month get caught.

Your client's private link
Northgate Bookkeeping

Your September 2026 documents

Please upload by Thu 22 Oct.

Upload files or answer the questions below. You can return to this link anytime.

0 of 3 required items sent

Business bank statement

The full September statement as a PDF.

Still needed

PDF, photos, Word, Excel, CSV or text files, up to 25 MB each. You can select several at once.

Credit card statement
Still needed

PDF, photos, Word, Excel, CSV or text files, up to 25 MB each. You can select several at once.

Receipts over $75
Optional

PDF, photos, Word, Excel, CSV or text files, up to 25 MB each. You can select several at once.

Did you buy any equipment this month?
Still needed
Last month: No

Saves as soon as you pick one.

Anything else we should know?
Optional

Press Save to submit this answer.

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