Reduce chasing
Give clients a simpler way to submit paperwork without asking them to learn your internal workflow.
Give client paperwork a front door before the review queue fills up.
Use a repeatable intake path for the documents clients send throughout the month, then move those files into a batch that is ready for extraction and review.
The batch, without the chaos.
Organize before review
Move incoming files into the right client batch while the status is still easy to understand.
Keep the handoff clean
Start review with a visible batch instead of a folder assembled from several private sources.
Three steps. One accountable handoff.
- 1
Share the intake path
Collect client paperwork through a clear upload experience.
- 2
Prepare the batch
Group the submitted files into the client work that needs review.
- 3
Move into extraction
Send the organized batch forward without reassembling the folder by hand.
Reviewed drafts, with control intact.
Export corrected Excel or CSV files, or publish reviewed draft bills to QuickBooks Online or Xero. AxLiner never pays, reconciles, or auto-approves them.