Send your client a checklist for the monthly close. Each file lands directly in the right folder — no bloated chats, no forwarded emails, no manual reminders.
What you face today
Every client, every month, the same 6 documents. You start polite; by day 5 you're nagging.
Screen shots, duplicate PDFs, unsaved spreadsheets. You re-organize your Drive before even starting.
When the auditor asks, you dig through chats. Foliato keeps it traceable by design.
Template included
A pre-built template with every standard month-end document. Edit what you need, route each item to a client folder, fire off the request in seconds.
Create account and sendMonthly Close ready to go. Edit if your workflow differs.
One link, one email. No account required.
Invoices, statements, payroll. Each file to its folder.
Everything organized in the project. Audit trail built-in.
Create a request in 2 minutes, send to a real client, measure how much time you save this month.