Client records, sorted and ready for review.
We collect, name, index and check the documents behind every job, so your team opens a complete, organised pack instead of a pile of attachments.
Every document, in its place.
The routine document work that slows your team down, handled to your rules and your folder structure.
CollectedDocument collection
We gather supplied invoices, receipts, statements and letters from your shared folders or portal.
Your naming rulesNaming and indexing
Every file renamed, dated and indexed so anyone on your team can find it in seconds.
18 / 22 receivedChecklist tracking
Your document checklist kept live, showing what has arrived and what is still outstanding.
4 open queriesGap and query logs
Missing, unclear or inconsistent items recorded as queries for your team to raise with the client.
Pack readyWorking folders
Structured working folders and document packs prepared for each client and period.
Status updatedStatus updates
Task progress updated in your practice management system, so nothing goes quiet.
From inbox to review-ready.
A simple three-step handover, with clear ownership at every stage.
Share the checklist and access
You tell us what each job needs and give us access through the method your firm approves.
We sort, index and log gaps
Our team organises every document to your rules and records anything missing or unclear as a query.
You review and decide
You receive a clean pack with open queries marked, ready for your review and next steps.
A pack your team can open and use.
Every batch comes back in the same predictable shape, so review starts straight away.
Start with a trial batch →- Indexed folderFiles named and filed to your structure
- Updated checklistReceived and outstanding items at a glance
- Query logGaps and inconsistencies, clearly listed
- Batch summaryA short note on what was done and what’s open
Built for the weeks that pile up.
Use us every month, or only when the volume spikes.
01Year-end season
Records organised before accounts preparation starts.
02New client onboarding
Historic documents brought into your structure.
03Backlog clean-up
Months of unsorted files turned into order.
04Monthly rhythm
A steady cycle of collection and filing.
Ready for UK reviewWe organise. You decide.
We prepare and record. We don’t certify that records are complete, contact your clients, or approve anything on your behalf.
Always yours- Client communication and chasing
- Professional judgement and conclusions
- Final approval and sign-off
Documentation questions.
Can’t find what you need? We are happy to talk it through.
Ask us a question →Can you work to our folder structure?
Yes. We agree your folder structure, naming rules and checklist at setup and follow them on every batch.
Which systems can you work in?
We work inside the shared drives, portals and practice management tools your firm already uses, through access you approve.
Do you contact our clients for missing documents?
No. We log missing items as queries and your team decides how and when to raise them with the client.
Can we start with a small trial?
Yes. Most firms start with one or two clients so you can check our output against your own standards first.
Discuss documentation support for your firm.
Tell us which clients, systems and volumes you have in mind. We’ll suggest a practical workflow and a trial batch.
Start a conversation
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ⓘ Do not send client records or documents through this general enquiry form.