Checklist progress
1/3
Items submitted or already accepted by the bookkeeper.
Secure client request link
June 2026 Month-End Documents
Maya Carter, upload your documents to the shared Google Drive folder, name them using the suggested file names, then mark each checklist item as submitted. Your bookkeeping team will verify the files before month-end close.
Queen City Dental StudioDue 2026-06-10
Storage location
Month Close Documents / June 2026 / Queen City Dental Studio
Files remain in the firm-controlled Google Drive folder.
Switch demo clientSimulates unique links per client
Requested documentsClient self-submits ยท bookkeeper verifies
The app tracks the checklist and suggested naming convention. The files stay in Google Drive. A client-submitted status means the client says they uploaded it; the bookkeeper still verifies the file exists.
Bank statement
Due 2026-06-10
Suggested file name: Queen City Dental Studio - June 2026 - Bank Statement.pdf
Folder: Month Close Documents / June 2026 / Queen City Dental Studio
Current submitted name: Queen City Dental Studio - June 2026 - Bank Statement.pdf
Uploaded as the suggested file name.
Payroll report
Due 2026-06-10
Suggested file name: Queen City Dental Studio - June 2026 - Payroll Report.pdf
Folder: Month Close Documents / June 2026 / Queen City Dental Studio
Receipt exports
Due 2026-06-10
Suggested file name: Queen City Dental Studio - June 2026 - Receipt Exports.pdf
Folder: Month Close Documents / June 2026 / Queen City Dental Studio