OnBrio
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For Bookkeepers

Engagement letters, retainers, and documents in one place.

E-signed engagement letters, recurring retainer billing, and a secure document request portal, so you stop chasing signatures and email attachments every month.

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The problems every bookkeepers knows.

Engagement letters get lost in email

A new client needs a signed engagement letter before work starts. Tracking who has signed and who is still pending means checking your inbox manually.

Monthly retainers require manual invoicing

Every month you're re-creating the same invoice for the same recurring retainer client, one by one.

Documents arrive as scattered email attachments

Bank statements, receipts, and payroll records show up across dozens of email threads, with no single place to see what's still missing.

Built for how bookkeepers actually work.

Every feature designed around your specific workflow, not bolted on.

Engagement letters with e-signature
Send your engagement letter and scope of services for e-signature before work begins. Signed status tracked automatically.
Recurring retainer invoicing
Set up recurring invoices for monthly bookkeeping retainers. They generate and collect via Stripe on schedule, with no manual re-creation.
Secure document request portal
Request specific documents from clients through the portal. They upload directly, and you see exactly what's outstanding.
Time tracking for out-of-scope work
Log hours on work outside the retainer scope and bill it separately, without disrupting the recurring engagement.
Client onboarding checklist
Standardize new-client onboarding: engagement letter, document request, and account access, in the same repeatable sequence every time.
Secure, access-controlled portal
Clients access only their own records inside a portal built for handling financial documents responsibly.

Your workflow, end to end.

1
Send the engagement letter
Client reviews scope and signs digitally before any work begins.
2
Set up the retainer
Recurring invoice generates and collects automatically each month.
3
Request documents
Ask for specific records through the portal. Clients upload directly, no email attachments.
4
Bill out-of-scope work
Log hours for anything beyond the retainer and invoice it separately.

“Chasing signed engagement letters used to eat up my first week with every new client. Now it's one link and I can see the moment they sign.”

Renee Ostrander
Bookkeeping practice owner
Faster new-client onboarding
FAQ

Common questions.

Yes. OnBrio covers engagement letters with e-signature, recurring monthly retainer billing, secure document requests, and time tracking for out-of-scope work.
Yes. Set up recurring invoices on a fixed schedule for ongoing bookkeeping retainers, with automatic generation and Stripe collection each month.
Request documents through the client portal instead of email attachments. Clients upload directly, and you see what's outstanding at a glance.
Yes. Track time against work outside the retainer scope and generate a separate invoice, without losing the record of your recurring engagement.

The OS for bookkeepers.

Start free. No credit card. Set up in 30 minutes.

Start free. No card needed→No credit card required