Chasing engagement paperwork
Signed letters, W-9s and IDs arrive across email, text and dropbox — or don't arrive until you ask three times.
You spend enough of the year chasing other people's paperwork. Recurring engagement fees, signed letters, W-9s and late invoices shouldn't be three more things on your list.
$62,400.00
Billed this month · 38 clients
The problem
None of it is accounting. All of it takes time you'd rather bill, and most of it gets worse between January and April.
Signed letters, W-9s and IDs arrive across email, text and dropbox — or don't arrive until you ask three times.
You send a PDF and hope. Net 30 quietly becomes net 60 because nothing follows up but you.
Monthly bookkeeping clients get re-invoiced manually every cycle, and one busy week means a missed month.
What they paid, what they signed and what they still owe live in your accounting tool, your inbox and your memory.
Clients want to pay by card, you'd rather have ACH, and somebody always asks if they can just mail a check.
Everything above happens at once, in the ten weeks when your time is worth the most.
What you'd use
Billing, collection and client paperwork on one account, so the administrative half of the practice runs itself.
Identity & verification
Every payment is risk-scored and can be stepped up to 3D Secure today. Next: the same identity checks that clear customers onto our own platform, opened up for yours — send a link and the customer proves who they are from their phone.
A new client emails over a Social Security number and three years of returns, and you have never met them. Confirm the person behind the engagement letter is the person on the ID before their file goes anywhere near your system.
A selfie checked against the photo ID, with liveness in the flow — so it is the actual person, not a photo of one.
The customer shows the card they are paying with and it is verified on the spot, before you hand anything over.
Licenses, permits, insurance certificates and tax forms collected from the customer's phone camera, with expiry tracked.
Every card payment gets a 0–100 risk score from our fraud screening before it is charged, and you choose the score that gets blocked.
The verification step carries your name and palette, so it reads as part of your business rather than a hand-off to someone else's.
Require issuer authentication on card payments above an amount you set, which usually moves fraud-dispute liability to the card issuer.
Verification session
LiveGetting started
No implementation project and no migration weekend. Open the account, connect what you already do, and start moving money.
A commercial checking account with no monthly fee, in the name of the practice.
Bring the clients you already bill in as records, ready to invoice.
Monthly and quarterly work bills itself on schedule, with reminders attached.
Letters, W-9s and IDs come back verified and filed against the right client.
Businesses on the platform
US states supported
US-based support
Monthly platform fees
Yes. Set an engagement to recur and it invoices on your schedule, sends itself and follows up if it goes unpaid, which removes the manual re-invoicing cycle entirely.
However they prefer — card, bank transfer, wallet, pay over time or stablecoin — from the same invoice link. You don't have to negotiate the method or maintain separate arrangements per client.
Yes. Send a single verification request listing the documents you need and your client uploads them from their phone. Everything arrives timestamped and attached to their record.
No. This is the account that bills clients, receives the money and holds the client paperwork. Your general ledger and tax preparation software stay where they are.
Yes. Role-based access lets you decide who can send invoices, who can view client records, and who can move money, with every action attributed.
Other industries
Same account underneath, arranged around a different set of problems.
Open a business account, set your engagements to bill themselves, and send one document request instead of ten emails.