Clients send documents everywhere
Email, chat, paper drop-offs — every client has a different habit.
Snapit for Accounting firms
Clients send on WhatsApp — no accounts, no training. Your team reviews and posts.
The paperwork problem
Email, chat, paper drop-offs — every client has a different habit.
Staff time goes to reminders and follow-ups, not accounting.
Manual entry from photos and PDFs slows every engagement.
How Snapit fits
01
Snap the document on WhatsApp — or send it by email, Line or Telegram.
02
Snapit reads the details and sends them back in chat. Confirm or correct.
03
Confirmed documents post to Xero, QuickBooks or Zoho Books, attachment included.
What lands in your books
01
Clients send on WhatsApp, Line, Telegram or email — nothing new to learn.
02
Client staff submit receipts directly, reviewed by your team.
03
Multi-invoice PDFs auto-split into individual documents for review.
One review queue for the whole firm, with every document attached to its record.
Keep exploring
Start with one document. No signup for the demo.
Try Snapit on WhatsApp