“Document collection, finally simple.”
Sidemate sends the reminders for you, with the list of documents still missing. You set the deadline, the app does the rest.
No credit card · Setup in 2 minutes · All data in the EU
Hi Mark,
For the VAT Q1 2026 filing we are still missing these documents:
Deadline: May 30, 2026. Upload the documents from your client panel.
Open client panel →— Sidemate, on behalf of Verde & Partners CPA
From creating the first checklist to receiving the documents from the client.
No spreadsheets, no Drive folders to reassemble, no WhatsApp with lost attachments. Three steps and document collection runs by itself.
For each client, list the documents you need. 2025 balance sheet, Q1 VAT, bank statements. Add a deadline.
One link via email. The client signs in and only sees what they need to upload. No complicated account, no training.
When the deadline approaches, the software sends the client an automated reminder with the list of documents still missing. You can also send one manually, whenever you want.
Never again “sorry, I already wrote you, I'll resend it.”
Sidemate is designed to be clear at first glance. You always know where each client stands. They always know what they need to upload.
Documents for the quarterly VAT return
Deadline: 30/05/2026
Complete these two steps:
3 items added
1 client assigned
No password to choose. No app to install. No portal to learn. One link, one code via email, and the documents are in.
Your client finds in their inbox a direct link to their case.
No registration. Sidemate sends a 6-digit code via email.
Six digits. No password to remember for next time.
They see only what they need to upload. They do it. You're done chasing.
No sales call, no paid training, no annual contract. Open the account, create your first client, send the link. All in less than 5 minutes, without talking to anyone.
Create the account and start right away. If you need help, it's there. But we won't force you into a 45-minute call just to try the software.
Pay month by month, from your dashboard. Cancel whenever you want, by yourself, no need to write to anyone or wait for the renewal.
Sidemate does one thing: collects documents from your clients. You understand it in 5 minutes, no 2-hour training session needed.
FROM SIGNUP TO FIRST LINK SENT
No credit card for the Free plan. Change plan or cancel whenever you want, from your dashboard.
~ €115 / year
Get started~ €375 / year
Get startedFor each checklist you set a deadline. Sidemate sends the client up to 4 automated reminders: 7, 3 and 1 day before the deadline, and the day itself. Each email contains the exact list of documents still missing at that moment, not a generic nudge.
If you want, you can always send a manual reminder on-demand from the dashboard.
No, really. The client receives an email with a unique invitation link: they click it, enter their company name, and they are in. No password to choose, no app to install, nothing to remember. Full onboarding takes less than a minute.
For subsequent logins, the client receives a 6-digit access code via email — no more password resets.
Files are stored on AWS S3, encrypted at rest and in transit. Access is IAM-only via the Sidemate backend: no public URL, no exposed bucket. Data is hosted in the EU (Milan) region. GDPR compliant.
Yes. The Free plan does not require a credit card and is permanent. It lets you manage up to 10 active clients with all the basic features, including email reminders.
Yes, from Settings → Plans. Upgrades activate immediately with prorated billing. Downgrades activate at the next billing cycle. You can cancel autonomously, no need to write to anyone.
Payments are handled by Stripe — credit card or SEPA. Invoice issued automatically at the end of the cycle. No payment data passes through us.
Start with the free plan. Two minutes is all it takes, no credit card.
