For accounting firms
Accounting documents: your clients send, the service chases
Bank statements, invoices, year-end questionnaire: every year the same clients are late, and you are the one chasing. Please Send It sends each client their list, reminds them for you and files the documents by client.
Free, no credit card.
What it looks like today
- Documents trickle in: by email, through a sharing link, attached to an unrelated thread.
- You chase the same clients every month, and the relationship wears thin.
- At year-end, one bank statement or the questionnaire is always missing.
- Each client has their own list, and keeping it up to date by hand takes time.
How it works, in three steps
- Start from the "Year-end documents for the accountant" or "Accountant, annual accounts" ready-made request, and adapt the list to each client if needed.
- Add your clients, one by one or by importing an Excel or CSV file.
- Set the deadline. For monthly documents, the campaign goes out again on its own for the next period.
Everyone gets a personal link by email or text message. No account to create, no app to install: they snap their document with their phone.
Ready-made requests
The list of documents is ready: you can change everything before sending.
Year-end documents for the accountant
The accounting firm to the client
Accountant, annual accounts
The accounting firm to the client
Accountant, new client
The accounting firm to the client
Personal tax return
The accounting firm to the client
Company card receipts
Accounting to cardholders
Expense reports
Accounting to employees
Research tax credit
The consultancy to the company
Business loan application
The bank to the company
What matters for you
- Recurring campaigns: every month, quarter, half-year or year, a new edition goes out on its own, with the same documents and new links (Unlimited and Business).
- Up to 10 files for the same document: several months of statements simply add up.
- An API and an MCP server: your software, or a tool like n8n, Make or Zapier, can create and launch a campaign as soon as a client file is opened. See the API documentation.
- Engagement letter and representation letter to sign, online with a paid plan.
Which plan?
- For your whole client base: Unlimited, €9.90 per month with email only, recurring campaigns and API included.
- Several people in the firm: Business, €44 per month for 5 users, with shared campaigns, reporting and a single invoice in the firm's name.
- Paid yearly, two months are free.
Prices incl. VAT. See all plans
Frequently asked questions
Can I send a different list to each client?
Yes. In the same campaign, everyone can send the same thing, or each their own: you choose who must send what.
Can I ask for documents again every month?
Yes, with Unlimited and Business. The "Ask for this document again" setting sends the campaign again every month, quarter, half-year or year, with new links, and you are notified by email. You stop the series whenever you want.
Does the client need to create an account?
No. They get a personal link by email or text message and upload their files with no account. If they wish, they can create one to find their uploads again.
Can Please Send It connect to our tools?
Yes, through the API, included in the paid plans: any tool that can send a JSON web request can create a campaign, track who sent what and retrieve the files. An MCP server also lets you drive it from Claude, ChatGPT or another compatible assistant.
Where are client files hosted?
In France, encrypted on arrival. A GDPR data processing agreement is part of the terms of use. Details are on the Your data page.
To go further
Other uses
Your next campaign, without chasing anyone.
Free, no credit card.