Document management software for accountants and bookkeepers
Stay on top of every invoice, deadline and document with a forever free accounting client management software. Organize files, get AI summaries, collaborate with ease, and access data anytime. Stay audit-ready and focus on accurate, smart reporting.
*no credit card needed
Benefits
Stay ahead of the competition with accounting document management software
Welcome new clients with ease. Make a great first impression. With Folddy, you can easily onboard new clients by securely sharing financial documents and managing tasks from anywhere. Work smarter and build trust from day one.
Next-gen customer experience
Attract and retain clients with smooth, intuitive experiences. Collaborate via comments, audio messages, and AI summaries to streamline workflows and boost efficiency
Get rid of paper
Say goodbye to slow paper processes. Save space, cut print/mail costs, and keep everything organized in one secure digital spot.
Recover fast from setbacks
Bounce back fast from unexpected events. Store, back up and digitize financial docs securely and stay protected from fire, floods, or any life surprises.
Prevent data loss
If a team member leaves or a file’s lost, Folddy keeps supplier info, discounts and policies safe and easy to recover anytime.
Easy to use even if you're not a tech expert
Folddy offers an intuitive, easy-to-use interface backed by comprehensive customer support, ensuring a smooth and hassle-free experience from day one.
Stay audit-ready
Folddy keeps accountants audit-ready with organized, version-controlled docs and powerful search for instant file retrieval.
Unlock the power of accounting document management with Folddy's FOREVER free plan
Say goodbye to complicated setups and expensive plans of accounting document management software. Folddy offers you forever free document management, with no credit card required, and no time-limited trials. Enjoy features like up to 250MB of storage, the ability to upload and download files as ZIPs, and manage up to 10 projects with 5 participants per project, forever.
Getting started with Folddy is easy
Step by step
Organize your work with ease – step by step
1. Sign Up
Sign up quickly with your email or social accounts (Google, LinkedIn, Microsoft, GitHub, X). No credit card required!
2. Create your workspace
At registration, create your own workspace and choose your default storage location to comply with legal policies and optimize performance. Want to manage multiple workspaces? No problem, Folddy lets you create as many as you need!
3. Customize your settings
Personalize your workspace with a custom name, time zone, and date format. These settings apply to all your projects, making collaboration simpler for you and your team.
4. Build your team
Start with yourself as the workspace owner, then easily invite team members via email. Assign roles: Owner, Admin, Manager, User, or Read-Only and manage access permissions with ease. Roles follow a simple hierarchy, ensuring secure and organized collaboration.
5. Add clients
Easily manage clients by adding them with their email and description. No notifications are sent unless you specifically invite them to a project. Clients are automatically created when you add them as project participants.
6. Create and organize projects
Create structured spaces for all your documents with folders and files. Upload files in bulk, preview, delete, or even zip them for easy download. Every project is designed to keep your work organized and accessible.
7. Collaborate efficiently
Leave comments on both projects and files, tag team members with @mentions, and even send audio comments for faster communication. You can also share files with anyone via email, sharable links, or QR codes. Plus, set expiration dates for added control.
8. Manage permissions & access
Set clear access controls for each project with user roles that match your workspace hierarchy. Restrict access, share files securely, and manage who can view your documents.
9. Track storage usage
Keep tabs on your storage with the Project storage overview. View file counts, types, and storage usage to ensure efficient project management.
10. Choose regions
Choose storage regions based on client needs (available in paid plans) and manage multiple projects with specific storage limits per your subscription.
Start organizing smarter today!
Create your workspace for free and begin simplifying your document management with Folddy. Whether you're a freelancer, a team leader, or running a business, Folddy is here to help you stay organized, efficient and compliant.
Ready for more? Check out the full range of Folddy pricing plans.
Whether you're an individual, a small team, or a growing business, Folddy has a plan tailored to you. Choose from flexible pricing options that fit your storage needs and budget. Enjoy secure file storage, seamless sharing, and powerful features without breaking the bank.
It’s easier with numbers
Projects Created
Files Uploaded
Collaborators Connected
Storage Space Used
Got questions? We’ve got answers.
Explore our FAQ section to find quick solutions and detailed explanations about Folddy’s features, pricing, security, and more. If you still need help, our support team is just a message away.
What is accounting document management software?
Accounting document management software gives you a clear, organized view of all your projects, speeds up invoice processing, organizes client documents, and enables effortless collaboration. Folddy is a forever-free, intelligent, and secure document management solution that lets you create well-structured folder systems, quickly understand the content of lengthy documents and locate any invoice or file.
What does document management software for accounting firms do?
Document management software for accounting firms enables accountants and bookkeepers to streamline invoice processing, manage client documents efficiently, and collaborate seamlessly. For example, Folddy allows you to keep all financial records, receipts, and supporting documents organized in one secure place. No more scrambling during audit season.
How to choose document management software for accounts and bookkeepers?
The key is selecting a document management software that provides an organized, streamlined view of all your projects, accelerates invoice processing, organizes client documents, and fosters seamless collaboration, all from one secure platform. It should keep you audit-ready at all times and allow you to focus on what truly matters: precise reporting and better decision-making. Experience the power of accounting document management with Folddy.
How much does accounting document management software cost?
Most accounting document management software offers a few plans tailored to your business needs and size. However, Folddy is one of the rare options that provides a forever-free plan with no credit card required.
What is the best free document management software?
The best free document management software for accountants and bookkeepers is Folddy. It offers a forever-free plan with no credit card required, making it an ideal option for accountant firms looking to manage their documents securely without upfront costs. Folddy provides a centralized platform for organizing, storing, and securing all your files while ensuring compliance with privacy regulations.
Which software is best for managing client trust accounts?
When it comes to managing client trust accounts, Folddy is a smart, secure choice. It lets you organize and track trust records with a clear view of your financial data. Features like document management, AI-powered summaries, and audio comments help you stay audit-ready and ensure accurate reporting. Plus, seamless collaboration tools make it easy to work with clients and colleagues, without compromising security.