Close the Books on Time.
Stop Chasing Documents.
Document reminders, monthly close tracking, client communication, and retainer billing — all managed from one platform. Serve more clients. Spend less time on admin.
The bookkeeper's month-end headache
Sound familiar?
📧 3rd email this month to Thompson LLC asking for their bank statements...
📅 It's the 20th and 4 clients haven't submitted July documents yet...
💼 Proposal sent to a referral 2 weeks ago — never followed up, they went elsewhere...
📋 New client onboarding is 12 back-and-forth emails every single time...
💰 Forgot to send 2 invoices last month — discovered it 6 weeks later...
🌙 Still catching up on client work at 9pm because the first half of the day was email...
Every delayed document is a delayed close and a stressed client relationship.
How Dewx works for bookkeepers
One platform for client communication, document collection, close tracking, and billing.
1. Centralize Client Communication
All client messages — WhatsApp, email, phone — in one inbox. Dew AI drafts professional responses, sends reminders, and flags urgent requests so nothing falls through.
- Unified client inbox
- AI-drafted professional responses
- Portfolio-wide status view
2. Automate Document Chase
Set document collection sequences per client. Reminders go out automatically at 10, 5, and 1 day before close. Clients who haven't submitted get a gentle but persistent nudge.
3. Grow Your Practice
Track every prospect, follow up on proposals, and onboard new clients with a professional sequence — all without leaving Dewx.
Dewx monthly summary:
"18 of 20 clients have submitted documents. Thompson LLC and Rivera Inc are still outstanding — reminders sent this morning. 2 proposals pending follow-up. Your October retainers are due for invoicing."
Everything you need to run your bookkeeping practice
Purpose-built tools for bookkeepers and small accounting firms.
Portal
All client communication in one inbox — WhatsApp, email, and phone unified
GTM Hub
Track every prospect from discovery call to signed engagement letter
OPS Hub
Monthly close tracking, deadline management, invoicing, and retainer billing
Dew AI
AI sends document request reminders, deadline alerts, and proposal follow-ups automatically
Built for every bookkeeping practice
Solo Bookkeepers
Manage a portfolio of 10-25 clients without burning out on document chasing and admin communication.
- • Full client portfolio view
- • Automated document reminders
- • Simple retainer billing
Small Bookkeeping Firms
Share client workloads across your team with assignments, shared inboxes, and firm-wide close tracking.
- • Team-based client assignment
- • Firm-wide deadline dashboard
- • Shared communication inbox
Bookkeeping + Advisory
Run bookkeeping services alongside advisory relationships with CRM pipeline tracking for upsell opportunities.
- • Advisory upsell pipeline
- • Service tier management
- • Proposal and close tracking
Connect your communication channels
Reach clients on their preferred channel.
Dewx vs Practice Management Tools
| Feature | Dewx | Karbon / Financial Cents |
|---|---|---|
| Client Workflow Tracking | ✓ | ✓ |
| Unified Inbox (WhatsApp + Email) | ✓ | ✗ |
| Automated Document Reminders | ✓ | Limited |
| AI Communication Assistant | ✓ | ✗ |
| Proposal Follow-Up Automation | ✓ | ✗ |
| Retainer Billing | ✓ | Limited |
| New Client Onboarding Sequences | ✓ | ✓ |
| Affordable for Solo Bookkeepers | ✓ | ✗ |
Bookkeeping Practice FAQ
How does Dewx help bookkeepers collect client documents faster?
Dewx sends automated document request reminders via WhatsApp or email on your defined schedule — 10 days before close, 5 days before, and the day before. Clients who haven't submitted get escalating reminders without you lifting a finger. Document collection time drops significantly.
Can Dewx track monthly close deadlines across multiple clients?
Yes. Set close deadlines per client and Dewx gives you a dashboard view of where every client stands — submissions received, in review, or overdue. You can see your full portfolio status at a glance and prioritize accordingly. No more end-of-month surprises.
How does Dewx help bookkeepers close more proposals?
Dewx tracks proposals sent to prospects and automatically follows up when they haven't responded. Dew AI can send a personalized follow-up after 3 days, a check-in after 7 days, and a final nudge after 14 days. Most bookkeeping prospects need 2-3 touches before signing.
Can Dewx automate client onboarding for bookkeeping engagements?
Yes. Create an onboarding sequence that automatically sends access request instructions, document collection templates, and setup checklists in sequence. New clients get a professional, consistent experience and you spend zero time managing the back-and-forth manually.
Is Dewx suitable for independent bookkeepers and small firms?
Yes. Solo bookkeepers use Dewx to manage 15-25 clients without burning out on admin. Small firms use shared inboxes, client assignments, and workload views to scale their team. The pricing is built for service providers, not enterprise software buyers.
See what Dew replaces
Explore how Dewx replaces specific tools bookkeepers pay for
Ready to close the books on time, every time?
Join bookkeepers who've automated document collection and freed up hours of admin time each week.