Snapit for Accounting firms

Your clients' documents. One team view.

Clients send on WhatsApp — no accounts, no training. Your team reviews and posts.

The paperwork problem

Sound familiar?

Clients send documents everywhere

Email, chat, paper drop-offs — every client has a different habit.

Chasing documents eats the week

Staff time goes to reminders and follow-ups, not accounting.

Retyping invites errors

Manual entry from photos and PDFs slows every engagement.

How Snapit fits

Send. Review. Sync.

01

Send

Snap the document on WhatsApp — or send it by email, Line or Telegram.

02

Review

Snapit reads the details and sends them back in chat. Confirm or correct.

03

Sync

Confirmed documents post to Xero, QuickBooks or Zoho Books, attachment included.

What lands in your books

The documents Snapit manages for you.

01

Client invoices & bills

Clients send on WhatsApp, Line, Telegram or email — nothing new to learn.

02

Expense claims

Client staff submit receipts directly, reviewed by your team.

03

Bulk PDFs

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

Snap it on WhatsApp. It's in your books.

Start with one document. No signup for the demo.

Try Snapit on WhatsApp