For bookkeepers & small accounting practices

Every client's receipts and statements, in by your cutoff.

  • Automatic reminders
  • No client logins
  • No chasing

Traillock sends each client a monthly request with your cutoff date, follows up by email and text until everything's in, and shows you what's still missing before you start the close.

Set my first cutoff See a month on the trail

Pilot for 20 practices · free for 30 days · then $29/mo flat, no cap on clients

4 of 5 in, and I didn't chase anyone

What it does

Collection runs itself, so the close can start on time.

Three jobs you do by hand every month today, done for you between the 1st and your cutoff.

01

One request a month, on your cutoff

Tell Traillock what each client owes you (bank statements, receipts, payroll reports) and the day you need them. The request goes out on its own every month, so “send them when you can” stops being background noise.

→ Set up once per client, not every month
02

Reminders that do the follow-up

Clients who ignore email get a text. Reminders get firmer as the cutoff gets closer, and stop the moment everything's in. Clients upload from a link on their phone, with no portal, account or password.

→ Works for the clients who never log in to anything
03

See what's missing before you start

One register shows what each client has sent, in one place instead of scattered across email, texts, Slack and shared drives. When it's complete, you start the close. When it isn't, you know exactly who and what.

→ No more digging for stray uploads
A month on the trail

From the 1st to your cutoff, without you sending a thing.

This is what each client sees, and when. You can change any of it.

1Day 1

The request goes out

A short email in your firm's name, listing exactly what's needed and by when.

2Day 3

A friendly nudge

Only to clients who haven't sent everything, naming what's still missing.

32 days before

A text with the link

The upload link straight to their phone, which is where the receipts are anyway.

4Day before

The last call

A firmer reminder. You're copied, so you can step in if you want to.

✓Cutoff

Start the close

The register shows who's complete. Anything missing is listed, with who to call.

clients stop saying “I didn't see your email”

The pilot

We're building Traillock with 20 practices.

Traillock is new. Pilot practices get it first, set it up with the founder, and decide what gets built next. If it doesn't save you time, you walk away and owe nothing.

one flat price, however many clients you have

Pilot permit · 2026 season

Founding practice

$29 /month after the pilot
  • Free for 30 days, with setup help and direct access to the founder
  • Then $29/month flat, locked for a year
  • No cap on clients or requests
  • Your firm's name on every message, not ours
  • No contract. Cancel any time.
No. 001 – 020 30days free
Sign the register

Your next close, without the chasing.

Tell us a little about your practice. We'll reply within one business day to set your first cutoff together.

  • 15 minutes to set up, with us doing the typing
  • Works alongside whatever you use today
  • Nothing to pay during the pilot

Join the pilot

20 founding practices · US bookkeepers and accountants

We only use your details to contact you about the pilot. No newsletter, and we'll delete them whenever you ask.

Questions

Straight answers.

anything else? ask us on the call

Q.01Is Traillock ready to use today?

Not yet. We're building it with our pilot practices, starting with the parts that save the most chasing time. Pilot practices get it first, shape what's built, and pay nothing during the pilot.

Q.02Do my clients need to create an account?

No. Clients will upload from a secure link in each request or reminder, so there's nothing to sign up for and no password to forget.

Q.03I already use a portal or practice tool. Do I have to switch?

No. Traillock does one job: getting the monthly documents in on time. Tell us what you use on the form, and we'll make sure files end up where you already work.

Q.04What happens after the 30-day pilot?

If it's saving you time, it's $29/month flat for your whole practice, locked for a year, however many clients you add. If it isn't, you walk away and owe nothing.

Q.05Where do my clients' documents go?

Only to your firm. We're building Traillock so documents are encrypted in transit and at rest, and we'll walk you through exactly how it works on the pilot call before you send a single request.

Q.06Does it work with QuickBooks Online or Xero?

That's one of the things we want to hear about from pilot practices. Tell us what you use, and we'll build the integrations our pilots need first.