Statements, receipts & invoices
A repeatable monthly request
DOCUMENT COLLECTION FOR ACCOUNTANTS & BOOKKEEPERS
Client document collection.Minus the chasing.
Document checklists. Simple client upload links.
A little help following up on what’s still missing.
Statements in email. Receipts in messages.
And you, chasing the missing pieces.
Let’s bring it all into one clear request.
Your next deadline starts with a clear list.
A simple starting point for the documents you request again and again.
Purchase & sales records
Everything ready for quarter-end
The complete document checklist
A clear path to closing the books
Not a new accounting system.
Just a better way to collect.
Clear checklists
Tell each client exactly what you need.
Simple client uploads
A request link. A place for every file.
Automatic follow-ups
Nudge for missing items, not everything.
One shared overview
See what’s arrived and what’s still missing.
Your document workflow, all in one place.
Collect client documents.
In three simple steps.
Reusable document checklists
Choose the documents you need, add a deadline and start from a reusable checklist.
Simple client upload links
Your client sees exactly what’s missing and adds each document to the right place.
Automatic document reminders
Fold reminds clients about missing documents, then stops when everything arrives.
Designed for small practices. Built around the way your clients actually work.
THE FOLD WORKFLOW
Easier for your clients.
Quieter for your inbox.
One link. Not another password.
Your client opens a dedicated request, sees a short checklist and adds their documents. No new client account needed.
THE CLIENT EXPERIENCE
Chase the gaps. Not everyone.
Plan the follow-up once. Fold reminds clients only about outstanding items, with reminders stopping when a request is complete.
THE FOLLOW-UP
Know what’s ready to review.
See the status of each client request in one place. Less digging through email threads to work out who has sent what.
THE PRACTICE VIEW
The whole picture. Without the noise.
Explore the practice view, the client checklist and a sample reminder. All data is illustrative.
EXPLORE FOLD · SAMPLE WORKSPACE
Your client requests.
The documents you need. The progress you can see.
3
Client requests
6
Documents received
1
Ready to review
| Client | Documents | Status | Open request |
|---|---|---|---|
| LSLinden Studio | 2 of 3 | Awaiting files | |
| OCOak & Common | 1 of 3 | Reminder queued | |
| FMFieldwork Made | 3 of 3 | Ready to review |
WHAT YOUR CLIENT SEES
Just the documents.
No real files are selected or uploaded.
Just the documents.
Not the distractions.
One request link opens a clear list. Try adding a sample file to see the checklist update.
Sample interaction only.No real files are selected or uploaded.
North Practice
LINDEN STUDIO · SEPTEMBER
Your document checklist
Hi Alex. Here’s what we need this month.
Example request · Due 30 Sep
REMINDER PREVIEW
A little reminder: your September documents
Hi Alex,
Thanks for the documents you’ve sent so far. We’re just waiting for one more item to finish your September checklist.
Sales receiptsSeptember · Linden Studio
Thank you,
Your team at North Practice
A CALMER KIND OF FOLLOW-UP
Only what’s missing.
Only what’s missing.
Only when it’s needed.
The reminder flow checks outstanding items, so clients aren’t asked for files they’ve already sent.
Automatic follow-up
Follow-up enabled in this example
Stops when the request is complete.Keep your tools. Lose the document chase.
Your accounting software stays. Your workflow stays. Fold is the small piece in between: getting the right documents from your clients.
Document collection, not practice management. No bookkeeping engine, no CRM, no promise to replace your entire stack.
A little less admin, from £29 a month.
One focused plan. More time for the work that matters.
THE SMALL PRACTICE PLAN
£29
/ month
Document collection for independent bookkeepers and small accounting practices.
Document request checklists
Simple client upload links
Scheduled follow-up reminders
One clear view of what’s missing
Join the waitlist without a card. No payment is taken when you sign up.
Make room for a calmer way.
Join the waitlist for your practice.
No sales calls. No payment today.
A few things you might be wondering.
How much does Fold cost?
The small practice plan starts at £29 a month. Join the waitlist without a card or payment.
How do I get access?
Join the waitlist with your work email and role. We’ll confirm your signup by email and contact you when a place is available for your practice.
Does this replace my accounting software?
No. Fold sits alongside your existing tools, bringing document requests and follow-ups into one place.
Will my clients need another login?
Clients open a dedicated request link to see their checklist and add documents, without creating another account.
Can I explore Fold before joining?
Yes. Explore the practice overview, client checklist and reminder example on this page, or open a sample request.
More time for the books.
Less time asking for them.
A focused little tool for collecting client documents.
Made for the work you do every month.