For accounting practices & bookkeepers

Stop chasing shoeboxes.

The worst part of every engagement is getting the documents. Each client brings the spreadsheet they run on and it is checked. Then they snap receipts and add statements from their phone, each read, dated and filed by month. Your Clients page shows who is connected, how many files they have added and since when, and at year end a client can send you their tax package.

Create your free practice workspace →

Free for practices. Always. Every client, no seat fees. 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

Their files, by month

Receipts, statements and documents land sorted by month. Your Clients page lists each client with the number of files they have added and the date they connected.

Get the package

"Here is my year"

When the year is done, your client sends you their tax package: income, approved expenses, miles and estimated payments, with the questions still open for you. It is filed under Clients in your workspace, with the figures as they stood when it was sent.

The tax package

The year arrives as one organized file.

A client who keeps their books in SheetTamer can send you a tax package for the year. It lists the income they recorded and where it came from, the business expenses they approved, the miles they logged, the estimated payments they made, and what they could not answer, marked for you to ask. It states its limits on the cover: records, not tax advice. Your preparer decides what counts and what is owed.

Each document in it files under the month it happened, so the package is built from the same files your client added through the year.

01Income recorded, by source, against the 1099 forms.

02Business expenses the owner approved, each with its receipt.

03Miles logged and estimated payments made.

04Open questions marked "Ask my preparer".

First in the room

A workpaper check that shows its work.

SheetTamer checks any workbook in the room: 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 your practice workspace a workpaper is checked in your browser, with no extra code step. Checks run on your device inside your free office. The file is never sent to us; only the findings are kept. You can also check a spreadsheet free.

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.

Questions

Is SheetTamer free for accounting practices?

Yes, always. Every client, no seat fees, and no clock on your own workspace. Each client you invite starts with 30 days free.

Can I check a client's workpaper?

Yes. In your practice workspace a workbook check runs in your browser, with no extra code step.

What does a client see when they check a workbook?

A client opens a free office, confirms the email with a six digit code and checks the file there. Each finding shows its cell and its fix. No card.

Is the client's file stored?

No. The check runs on the client's device and the file is never sent to us. The findings are kept in the client's own free office, which is not linked to your practice workspace.

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; we delete records and files when the owner asks in writing, and issued reports and their history are kept as a record. The Company has implemented controls designed to align with the applicable AICPA SOC 2 Trust Services Criteria.

01Checks run on your device inside your free office. The file is never sent to us; only the findings are kept.

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 seat fees, and no clock on your workspace. Each client you invite starts with 30 days free.