Document portal
Uploads by month.
Bookkeeper client document portals & receipt collection
Bookkeepers: receipts arrive without the chasing. Checklists and reminders do the nagging.
Receipts by email, statements requested monthly and clients forgetting what's needed. We build document portals for bookkeepers.
Looking for bookkeeping client portal software?
Bookkeepers spend too long chasing paperwork. We build portals with monthly checklists, uploads and automatic reminders.
Wollopit builds client portals, intake flows, document automation and websites for bookkeepers around how your practice actually works. We connect the tools you already use, replace the ones holding you back and look after the lot on our own servers, so you can spend your hours on billable work.
01The problems
What we hear from bookkeepers
Does your bookkeeping business have these problems? Here's how we'd fix them.
Most bookkeepers we talk to lose hours every week chasing documents, re-keying client details and answering 'where are we up to?' emails.
- The problemReceipts by emailScattered.How we fix itUploads to a portal.
- The problemMonthly chasingSame emails every month.How we fix itAutomatic reminders.
- The problemWhat's missing?Clients unsure.How we fix itChecklists per client.
- The problemQuestionsQueries by email.How we fix itQuestions in the portal.
- The problemBAS deadlinesLast minute.How we fix itDeadline reminders.
- The problemOnboardingMessy.How we fix itOnboarding forms.
02What we build
Solutions
What we build for bookkeepers. Usually all talking to each other.
Pick the one that's hurting most or join the whole lot up. Everything is built around how your team works, not the other way round.
Reminders
Automatic nudges.
Checklists
Per client.
Query threads
Questions answered.
Deadline reminders
BAS and payroll.
Onboarding
New clients set up.
03How it changes
Before and after
Month-end, wolloped.
Here's how a typical day could change. Every business is different, so we map yours first.
Before
- Email for statements
- Chase receipts
- Questions in threads
- BAS rushed
After
- Checklist sent
- Uploads arrive
- Queries in portal
- BAS on time
04Services
Everything under one roof
Software, websites and systems for bookkeepers.
Whether you're starting fresh or upgrading what you've got, it's one team from the first sketch to the support call.
Custom software for bookkeepers
Built around how your bookkeeping business actually runs: document portal, reminders and the admin in between, in one system you own.
Websites for bookkeepers
Fast, hand-built websites that rank for the searches your customers make and turn visits into enquiries, bookings or orders.
Bookkeeping business system upgrades
Running on spreadsheets, old software or a platform you've outgrown? We move your data across and upgrade in stages so the business never stops.
Apps and portals for bookkeepers
Checklists and query threads: customer and staff portals that work on any phone without an app store.
Integrations and automation
We connect Xero, MYOB and Microsoft 365 so information moves on its own and nobody retypes it.
Hosting, support and care
Managed hosting, updates, backups and security for your bookkeeping business, looked after by the people who built it.
05Integrations
Connections
Plays nicely with what you already use.
We connect to the tools you rely on, work alongside the ones you're happy with or replace the ones holding you back.
- Xero
- MYOB
- Microsoft 365
- Google Workspace
- DocuSign
- Calendly
- Stripe
- HubSpot
- Mailchimp
- Zoom
06How we work
The process
Some people dip their toe in. We turn up in a rebreather.
We get properly below the surface of your bookkeeping business: the systems, the busy days and the jobs everyone hates. Then we fix the bits that matter most first.
- 01
Think
We spend time with the people doing the work, see where the hours go and work out what's actually slowing you down.
- 02
Archi-tech
We plan it before writing code: your data, customers, payments, the tools you keep, hosting and cost.
- 03
Build
Real engineering, shown to you early and often. Usually the most painful bit first, so you get a win quickly.
- 04
Look after
We host it, maintain it and keep improving it. When something breaks you call the people who built it.
07Questions
FAQ
Things bookkeepers ask us.
Something else on your mind? Ring 0423 011 252 and ask the people who'd build it.
Can clients snap receipts on their phone?
Yes. Clients can photograph receipts straight into the portal.
How much does it cost?
It depends on what you need, so we quote up front once we understand your bookkeeping business. No surprise invoices, no lock-in and you own what we build.
Can it work with our practice software?
Usually, yes. We connect to the tools you rely on and build the client-facing bits they can't do. If something should go we'll explain why first.
Is client information kept secure?
Yes. Portals use encrypted connections, access is restricted to the right people and documents stay on our managed servers. We follow the Australian Privacy Principles.
Who looks after it once it's built?
We do. We host it on our own managed servers and keep it updated and secure. When you need something you ring the people who built it.
We already have systems. Can you upgrade them instead of starting again?
Usually, yes. Most bookkeepers we work with keep what's working and upgrade the rest in stages. We move your data across, connect the old and new while we switch and retire the old system only when the new one is proven.
Contact
Got a bookkeeping business problem? Consider it wolloped.
Tell us what's slow, broken, manual or missing. You don't need a spec, just describe what's going on.