Secure Document Collection & Easy Billing for Accountants with Schemon

As an accountant, collecting financial documents from clients—receipts, invoices, bank statements—is part of your daily workflow. But managing sensitive files over email? That’s a privacy minefield. Add invoicing delays and scattered communications, and it’s easy to lose valuable time and client trust.

Schemon solves both challenges—securely collecting financial documents and automating billing when the work is done.

The Challenge: Disorganized Document Flow & Manual Invoicing

You're juggling client emails, Dropbox links, and last-minute WhatsApp messages with attachments. Files arrive late, are easy to misplace, and often lack the proper naming or context.

At the same time, after completing the work, you're chasing down payments, generating manual invoices, and waiting days (or weeks) for clients to follow through.

This isn't scalable—and it’s not secure.

The Solution: Schemon’s Secure File Management & Billing System

Schemon offers a client-friendly, professional system that:

• Collects financial documents safely and efficiently
• Keeps everything organized by client
• Automates invoicing and online payments for completed work

Secure File Sharing

With Schemon, clients can upload documents through a secure portal—no email attachments or open links needed.

• End-to-end encryption for peace of mind
• Drag-and-drop interface that’s easy for clients to use
• Optional file access controls and expiration dates

This protects your clients’ sensitive financial data and helps you meet compliance standards without effort.

Organized Client Folders

Every client has a dedicated space with:

• Upload history and timestamps
• Folder structure for receipts, bank statements, and more
• Version control to avoid outdated documents

You always know where things are—and so does your client.

Document Upload Tracking

Never again wonder, “Did they send me everything?” Schemon tracks:

• Which documents were uploaded and when
• Missing file alerts or incomplete submissions
• Notifications for both you and your client

This keeps projects on track and prevents last-minute surprises before tax deadlines or audit prep.

Bonus Feature: Automated Billing & Online Payments

Once your work is complete, Schemon makes getting paid just as simple:

• Create and send branded invoices automatically
• Accept credit cards, bank transfers, or digital wallets online
• Trigger billing after document review or completion of service

This reduces manual effort and improves your cash flow—so you spend more time on client work, less time chasing payments.

Real-World Example: Meet Omar, the Digital Accountant

Omar manages dozens of clients remotely. Before using Schemon, he relied on email threads, manual Dropbox folders, and PDF invoices. It worked—until it didn’t.

Now, with Schemon:

• Clients submit bank statements and receipts directly to their folders
• Omar gets notified instantly and starts the work with zero delays
• Invoices are sent automatically when tasks are marked complete
• Payments roll in seamlessly, with tracking and reporting all in one place

Final Thoughts: Streamline Work & Secure Trust

Clients trust you with their most sensitive financial data. Show them you take that responsibility seriously—with secure document handling and professional billing built right into your workflow.

With Schemon, accountants elevate their service quality while staying organized, compliant, and cash-positive.

👉 Start securing your document collection and automate your billing with Schemon today.