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Added October 18, 2026

Batesio

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About the product

The document capture worksheet sized from your own firm: the pages in the backlog, the scanner hours to clear it, the minutes a day the incoming paper takes, the hours a week spent finding and refiling paper and what that costs a year, and the pages a retention period keeps. Every answer becomes the client portal and the retention record a partner or an auditor will ask for.
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Quarterly promotion

$35USD every 3 months

Card, Apple Pay and more, through Whop. Starts straight away.

  • Cancel any time from the Whop account you paid with, or email [email protected] and we will do it.
  • The promotion starts straight away, no waiting on us.
  • Whop handles the checkout. We never see your card.

Questions first? Email [email protected].

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