Wendy Docs

Michael Falk

About this app

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.

What’s new

Wendy Docs for Android — securely send receipts and documents to your bookkeeper.