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For accounting practices & bookkeepers

Stop chasing shoeboxes.

The worst part of every engagement is getting the documents. SheetTamer gives each of your clients a room: they drop receipts and statements from their phone, you see everything the moment it lands, organized by month, across every client, on one screen.

Create your free practice workspace →

Free for practices. Always.  Every client, every feature. We never charge your side.

How it works

Three steps to an organized client.

Send the link

"Send your stuff here"

Create an invite with your client's name and email. They tap the link, their workspace arrives already connected to you with their details filled in, and from then on their documents come to the room instead of your inbox.

Watch it fill

Every client, one screen

Receipts and statements land sorted by month. Missing something? One click sends "still need the March bank statement," and the month can't be marked ready until it clears.

Close the month

"March is ready"

Your client taps ready when everything is in. You review, ask questions right on the document, and close the month. Questions live where the work is, not in a thread you'll never find again.

New: money findings

Walk into the monthly call with the talking points done.

SheetTamer reads each client's receipts into a monthly ledger, then does the math nobody has time for: a category jumping against its own history, a vendor quietly charging more than it used to, the same charge landing twice, a subscription they forgot they started. Every flag shows its evidence. You see it before your client does, so the insight arrives in your voice.

And clients can load a whole year of history at once; each document files under the month it happened, so the trends exist from day one of the engagement.

01"Insurance is up 45% against its own recent average."
02"Miami Truck Parts may have charged $237.50 twice."
03"A new subscription started in June and is still billing."
04Spend by month, top categories, top vendors, from their own receipts.
Your practice earns

20% of every subscription you introduce. Recurring.

Clients pay $19 or $39.99 a month after their free trial. Your practice earns 20% of every payment from clients you introduced, for as long as they stay subscribed: ten clients on the starter plan is $456 a year to your practice, every year. Earnings are tracked live on your practice screen and paid monthly once your balance passes $25.

Referral fees generally require written disclosure to the referred client and are not available for attest clients; we include a ready-to-send disclosure template, and your state board has the final word.

Also in the room

A workpaper check that shows its work.

Any workbook in the room can be run through Tally: totals that no longer foot, tie-outs that stopped tying, hardcodes sitting where formulas should be. Deterministic checks, every finding traced to a cell, explained in plain English. In the room it runs right in the browser; the free version checks your file in memory and never stores it.

Try it on a workpaper, free →
01Totals that don't foot to their own column.
02Summary tabs that no longer tie to the detail.
03A typed number sitting in a column of formulas.
04The one formula that breaks the pattern of its row.
Security & trust

Built like the books depend on it.

Documents live in private storage behind expiring links. Every document, request, and change is audit-logged, so what happened in a client's room is always answerable. A lapsed client keeps read and export access forever; nothing stored is ever deleted. The Company has implemented controls designed to align with the applicable AICPA SOC 2 Trust Services Criteria.

01Free checks: in memory, discarded on completion.
02Room workbook checks: run in your own browser.
03Credentials encrypted AES-256-GCM; cards never touch our servers.
04Everything on the record. Always exportable.
Free for practices, always

Your next engagement starts organized.

Create your practice workspace, invite one client, and watch the shoebox retire. If it doesn't save you time this month, it cost you nothing.

Create your free practice workspace →

About a minute to set up. No card, no trial clock, no seat fees.