SendToBooks for Accountants & Bookkeepers

Give your clients the
simplest receipt inbox ever.

Stop chasing clients for receipts. Give them a number to text and an email to forward to. You get clean, organized records.

How accountants use SendToBooks

1

Set up an account per client

Each client gets their own receipt inbox with a unique number and email address.

2

Clients send receipts directly

They text a photo or forward an email. No app to install, no portal to learn.

3

Download organized records

Export categorized receipts as CSV whenever you need them for bookkeeping.

One inbox per client

Each client gets a dedicated receipt inbox. Their receipts stay separate and organized.

Clients just text or email

No portals to set up, no passwords to manage. They send receipts the way they already communicate.

Zero training required

If your client can text a photo or forward an email, they already know how to use it.

Clean records on demand

Download categorized, organized records as CSV whenever you need them for bookkeeping.

Spend less time chasing receipts.

Monthly Annual Save 20%
$20/month

Unlimited receipts. No tiers. No surprises.

Get Started Free

21-day free trial, no credit card required

Related:

For Lawyers For Small Business For Realtors