Hello, Menachem
Here's where every client, document and monthly close stands - in one place.
Active clients
12
+2 this month
Documents outstanding
4
2 overdue - chase today
Closes done - Oct
8/12
4 waiting on documents
Docs auto-filed - Oct
47
every upload files itself by client & month
Monthly closes completed sample
Needs attention
Recent activity sample
Riverside Deli & Grocery uploaded their October bank statement
2h agoAuto-filed to their October folder - you were notified
Intake form completed by a new lead: Cedarhurst Home Services
5h agoAdded to your intake pipeline automatically
September P&L report for Goldstein & Sons was viewed by the client
YesterdayYou can see exactly when clients open their reports
Reminder sent to Meadow Pharmacy - payroll report still missing for October
YesterdaySecond automatic nudge - no manual chasing
Client Intake
New leads fill out one clean form from their phone. Their answers land in your pipeline - no back-and-forth emails.
New client intake form what your client sees
1. Business
2. Services
3. Books today
✅
You're in good hands
Seam Books has your details and will reach out with next steps. You'll get a personal document checklist right after your first call.
Intake pipeline
Document Tracking
Every statement, payroll report and receipt you're waiting on - who owes what, for which month, and what's already been chased.
| Client | Document | Period | Due | Status |
|---|
Reporting Dashboards
Each client's numbers, closed out and presented - ready to send the moment the month is done.
October close: complete
Total income
-
Total expenses
-
Net profit
-
Income vs expenses - last 6 months sample
IncomeExpenses
Expense breakdown - Oct
October report pack is ready
P&L, balance summary and category detail - branded with Seam Books, sent with one click.
What Your Clients See
A simple link on their phone - no app, no password maze. They upload what's missing and you're notified instantly.
Seam Books
Hi David - 2 documents to go
OCTOBER CHECKLIST
1 of 3 received
✓
Business bank statement
October 2026 - received Nov 2
📄
Payroll summary report
October 2026 - due Nov 5
💳
Credit card statement
October 2026 - due Nov 7
Questions? Reply right here - it goes straight to your bookkeeper.
Why this changes your week
No more chasing by text. The system nudges clients on its own schedule until the document lands.
Everything filed by month. Uploads drop into the right client folder automatically.
Clients see one clean checklist. Easy for them means on-time for you.
The reminder your client gets
Polite, personal, and automatic - sent from you, in your name.