Riddil
Collect client documents and answers for monthly close and tax preparation. Reuse requests, send reminders, and review each client’s submission.
Collect client documents and answers for monthly close and tax preparation. Reuse requests, send reminders, and review each client’s submission.
This page is designed to help you find out whether Riddil is good and if it is the right choice for you.
Riddil is a client document workspace for bookkeeping, accounting, and other professional-service firms. Teams collect files and answers together, review each recipient’s submission, and return individual items for correction.
For a monthly close, a firm can request the relevant bank statements, payroll reports, and transaction explanations in one collection. Reusable templates support the next client or period, with due dates and reminders to track outstanding work. Each period’s request is sent by the team.
Clients respond through a branded portal in their browser without creating a Riddil account. Teams can also deliver finished files through client links.
Explore the team and client experiences in the interactive demos. See current plans and pricing.
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Riddil brings files and answers into the same reusable client request. A firm can review each recipient’s submission and return individual items for correction, while clients respond in a browser without creating a Riddil account. The workflow supports collecting and reviewing material for work such as monthly close: request the relevant files and explanations, review what arrived, and ask for a replacement when an item needs correction.
Riddil is for small bookkeeping and accounting firms, and other professional-service teams, that collect client files and answers before work can be completed. Examples include monthly-close document requests, tax-preparation intake, and onboarding questionnaires. The firm creates and sends the request, then reviews each client’s submission. Clients respond through a branded link in their browser without creating a Riddil account.
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