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Monthpost
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Built for accounting firms

Monthpost Client documents,
sorted.

Collect files, review client uploads and publish packages in one place.

Try it free for 15 days See how it works

No card needed. Then $5/month.

monthpost.com Product tour
See how Monthpost works. From a client upload to a published package.

How it works

Upload. Review. Publish.

Just the document handoff. Not a full practice-management system.

  1. 1Collect

    Upload files or let clients upload them.

  2. 2Review

    Check and approve each client upload.

  3. 3Package

    Add the files to a client package.

  4. 4Publish

    Publish the package for the client.

  5. 5Notify

    Email the primary contact when you’re ready.

  6. 6See activity

    See package views and document downloads.

Before it goes live

Review first.
Publish when it’s ready.

Client uploads go to Needs review. Add a title, category and period if needed. Choose a package, then approve the file.

  • Draft packages stay hidden from clients.
  • Each package belongs to one client.
  • Publishing does not send an email.
M Monthpost Clients
Northstar Coffee

August 2026 documents

Hidden from clients until published.

Draft
PDFJuly bank statementBank statements · 1.8 MBIn package
CSVSquare payouts · JulySales reports · 284 KBIn package
2 documents in this package Publish package
Still private
M Monthpost Northstar Coffee
Ready for you

August 2026 documents

Published by Elm Street Accounting.

Download all
PDFJuly bank statementBank statements · 1.8 MBDownload
CSVSquare payouts · JulySales reports · 284 KBDownload
Published

For clients

One clean package.
No digging around.

Clients only see Published packages. They can download one file or the whole package, then upload new files for review.

Maya opened this packageFirst viewed today at 10:14 AM
2 document downloadsLatest activity at 10:18 AM

Activity without tracking pixels, IP addresses or device fingerprints.

One plan

No per-client fees.

One plan for your whole firm.

$5per firm
per month

or $50/year

  • 15-day trial
  • No card needed
  • 10 GB storage included
  • No per-admin or per-client fees
Try it free for 15 days

Straight answers

Good questions.

Here’s what Monthpost does.

Is Monthpost a full practice-management system?

No. It handles client documents from upload to publication. Use it alongside your other tools.

Can clients upload documents?

Yes. Their files stay in Needs review until a firm admin approves them.

Do clients see Draft packages?

No. Clients only see Published packages.

Who receives package emails?

Only the client’s primary contact gets the email. You choose when to send it. Publishing a package does not send one.

What activity does Monthpost record?

Monthpost records package views and document downloads. No tracking pixels, IP addresses or device fingerprints.

Ready when you are

Put the document handoff
in one place.

Try it free for 15 days. No card needed.

Try it free for 15 days