You08:30
- To do: Business account statement
- To do: Card statement
- To do: Fuel receipts
- To do: Sales invoices
- To do: Supplier invoices
Clients add the receipts, you close the month
Each client adds photos of receipts and statements to their own folder. You keep the month’s checklist there, and Waiting marks the clients whose papers are missing.
Start free trial
14 days of Pro. No card needed. Ends automatically. Choose to continue with Pro for $99.99 a year ($8.33 a month). See monthly pricing
At a glance
- For
- Bookkeepers and accountants with small clients, and anyone who needs papers from theirs every month.
- You keep
- A folder per client, shared with them at Can add notes, with a thread for each month. Your own notes go in a thread outside it.
- Nothing to set up
- Photos of receipts and PDFs of statements, added by the client from their phone.
- The moment
- On the 12th, List filtered to Waiting shows the three clients whose September is missing something, and the last note in each says what.
- Plan
- Pro Only you need Pro. Your clients join free.
Before
On the 3rd you email eleven clients for the same things: statements, receipts, invoices. They come back over two weeks as WhatsApp photos, attachments called IMG_2231 and a carrier bag at your door. By the 12th you can’t say which three clients still owe you their fuel receipts, and one of them says he sent them.
Why a shared folder, not email attachments
They add, it lands in the month
The client opens their folder on the phone and adds a photo. It sits in the month’s thread, dated and under their name.
The checklist sits with the papers
Each month starts with the same checklist, and you tick an item when its document is in.
“I sent it” has a date
If it’s there, the note shows when it came. If it isn’t, Waiting says so, and why.
The moment
The 12th, before the VAT deadline: whose September is still missing something.
List
Waiting
- Waiting
Kowalski Plumbing
September 2026
Missing: the invoice from Fiedler Supplies, €1,140. Asked Marek on 9 October.
- Waiting
Green Leaf Café
September 2026
Card statement asked for on 8 October.
- Waiting
Studio Nord
September 2026
Three sales invoices without the customer’s name. Asked Lise to resend them.
A thread, over time Example
Your workspace starts empty.
Kowalski Plumbing
September 2026
Thu 1 Oct
The month’s checklist, the same every month.
Fri 2 Oct
The client adds the statements himself.
Marek19:12New
Bank and card statements for September.
Tue 6 Oct
Receipts from his phone, under his name.
Marek21:15New
Fuel receipts for September, 9 of them.
Fri 9 Oct
Waiting, and the note says what for. Waiting
You10:30
Everything is in except the invoice from Fiedler Supplies, €1,140. Asked Marek for it today.
Tue 13 Oct
Marek07:55New
Found it in the van. Fiedler invoice attached.
Wed 14 Oct
Done. October gets its thread on the 1st. Done
You16:40
- Done: Business account statement
- Done: Card statement
- Done: Fuel receipts
- Done: Sales invoices
- Done: Supplier invoices
September closed, VAT return filed.
Limits
- ThreadPage doesn’t read receipts or statements: the amounts still go into your accounting software.
- Everyone in a shared folder sees every note in it: keep your own notes about a client in a thread outside it.
- A client signs in with a free account to add to the folder.
- Notes aren’t end-to-end encrypted: check your professional rules on where client documents may be kept.
- Notes can be edited, so the thread is your own record, not certified evidence: keep the originals too.
WhatsApp is the name of its owner. ThreadPage is independent and not affiliated with or endorsed by it.
Start with one thread.
Start free trial
14 days of Pro. No card needed. Ends automatically. Choose to continue with Pro for $99.99 a year ($8.33 a month). See monthly pricing
One running record per client
Keep the brief, your call notes and each agreed change in one client thread. When the work resumes, the latest note tells you what happens next.
Free your own client notesEverything you’re waiting on
The lease, the laptops, the insurance audit. Each is a thread, and Waiting becomes Monday’s list of who to chase.
Free nothing to set up