Clean Documents
Financial documents, filed for you.
Clean Documents is a secure document hub for accountants and bookkeepers. Your clients send their receipts, invoices, and bank statements through a branded upload link — no account needed — and Clean Documents automatically reads each file, renames it, tags it, and files it into a searchable, per-client index you control.
First 3 clients free — no card required.
How it works
Invite your client
Add a client and share their private, branded upload link. They just open it and drop in files — no sign-up, no password.
We read & file it
Each document is automatically named, dated, categorized, and tagged (vendor, document type, and more), then filed under that client.
Find anything, anytime
Search and filter across every client, add your own notes, and export any client's documents as a ZIP whenever you want.
Built for accountants & bookkeepers
Collect and organize financial paperwork for all of your clients in one place. You sign in with Google or a one-time email link (no passwords), and each firm's documents are private to that firm.