Wendy Docs

Wendy Docs is the simple, secure way for clients of Wendy Falk Bookkeeping to send receipts, invoices, and financial paperwork straight to their bookkeeper — no more shoeboxes of paper or lost email attachments.

Snap a photo or scan a document and it's on its way in seconds. Your bookkeeper receives it right away, ready for your books.

KEY FEATURES
• Capture in seconds — Photograph a receipt, or use the built-in document scanner for clean, cropped, glare-free scans.
• Upload what you already have — Send existing photos and PDFs straight from your phone.
• Stay organized — Sort documents by category so everything lands in the right place.
• Two-way — View and download documents your bookkeeper shares back with you.
• Helpful reminders — Get a notification when your bookkeeper requests a document, so nothing slips through the cracks.
• Private by design — The app locks with your fingerprint or face, and everything is sent over an encrypted connection.
• Sign in by text — No passwords to remember. Just your mobile number and a one-time code.

Accounts are set up by Wendy Falk Bookkeeping. If you're a client and need access, please contact your bookkeeper.

Wendy Falk Bookkeeping — bookkeeping made simple.