For bookkeepers and small firms
Client documents, without the chase.
Your client forwards a bank email, three photos of receipts, and a PDF named scan_final_v2. PapersIn files all four, ticks them off June, and stops reminding them. You open a folder where everything already has the right name.
14-day trial · no card · no contract · flat price, not per client
How it works
The chase runs itself. In order.
Three steps, because collection is a sequence: papers arrive, papers get recognized, reminders handle the rest.
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 — bank 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.
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.
“I'm spending half my week chasing down small business clients… just to get them to upload their monthly statements and receipts.”
— a bookkeeper on r/Bookkeeping, May 2026. If you bill $75 an hour, the chase is the most expensive free work you do.
Scope, stated plainly
What PapersIn does — and doesn't
Tools in this category try to be the whole practice. We do the collecting. Here's the honest line.
Does
- Magic-link uploads & email-in, per client
- Recognizes type, account, and month on arrival
- Recurring monthly checklists that tick themselves
- Wrong-month, duplicate, and statement-gap flags
- Escalating reminders that auto-stop
- Red / amber / green across every client
- Clean ZIP export:
Client/2026-06/Chase-statement.pdf
Doesn't
- OCR line-items into your ledger — Dext does that well; we get the papers in first
- Bank feeds or transaction categorization — that's your accounting stack
- Client portals with logins — logins are where collection goes to die
- Practice management — keep whatever runs your firm
- Per-client pricing — your 30th client costs you $0 extra
Pricing
Flat. Monthly. No contract.
Per-client pricing punishes growth — 30 clients on Dext Practice runs $500+/mo. Every PapersIn plan includes unlimited documents and unlimited reminders. And no contract, because you've already seen what happens to tools you depend on.
Founding
Solo limits · locked forever
20 of 20 founding spots left
- Everything in Solo
- White-glove import call
- We set up your checklists with you
- Direct line to the founder
Solo
1 user · up to 25 clients
- Magic links + email-in
- Auto-sorting & auto-checkoff
- Reminder sequences
- ZIP export
Team
3 users · up to 100 clients
- Everything in Solo
- Team seats
- Firm-wide dashboard
- Priority support
Firm
Unlimited users & clients
- Everything in Team
- Unlimited everything
- Onboarding for your staff
Questions bookkeepers actually ask
Fair questions
Why not just fetch statements straight from the bank?
Fetching works — for the documents a bank has. It can't fetch receipts, bills, payroll reports, or anything from the client's shoebox, and it requires your client to hand over bank credentials, which plenty refuse. PapersIn chases everything; statement auto-fetch is on our roadmap as an accelerator for the subset it can reach.
I used Hubdoc. What happens to my setup?
Hubdoc was retired on May 8, 2026, and your documents landed in Xero Files — which stores them but won't collect anything or remind anyone. Upload your Hubdoc export ZIP and PapersIn recreates your clients, accounts, and monthly checklists from the folder structure. Read our After Hubdoc guide.
What do my clients see?
A page with your firm's name, a drop zone, and a short list of what's still needed. No account, no password, no app. Reminder emails come from your name and reply to your inbox.
How does the recognition actually work?
A document classifier reads each file and identifies the type, institution, account, and statement month, then matches it against that client's checklist. When it isn't sure, it asks you instead of guessing — a two-click review queue, not a silent mistake.
Where do my documents live?
In your own workspace, and they leave with you: one-click ZIP export, no lock-in, no contract. Before we take a single real document we publish our full security page — where data lives, how it's encrypted in production, who the subprocessors are, and how deletion works. If that page isn't convincing, don't send us your papers; that's the right instinct and we'd rather earn it.