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Monthpost

Built for accounting firms

Monthpost Client documents,
sorted.

Stop collecting client documents over WhatsApp. They upload in one place, you review what arrives, and the month goes out as one package.

Free to use. No card. We set it up with you.

monthpost.com Product tour
See how Monthpost works. From a client upload to a published package.

How it works

Upload. Review. Publish.

Just the document handoff. Not a full practice-management system.

  1. 1Collect

    Upload files or let clients upload them.

  2. 2Review

    Check and approve each client upload.

  3. 3Package

    Add the files to a client package.

  4. 4Publish

    Publish the package for the client.

  5. 5Notify

    Email the primary contact when you’re ready.

  6. 6See activity

    See package views and document downloads.

Before it goes live

Review first.
Publish when it’s ready.

Client uploads go to Needs review. Add a title, category and period if needed. Choose a package, then approve the file.

  • Draft packages stay hidden from clients.
  • Each package belongs to one client.
  • Publishing does not send an email.
M Monthpost Clients
Northstar Coffee

August 2026 documents

Hidden from clients until published.

Draft
PDFJuly bank statementBank statements · 1.8 MBIn package
CSVCard terminal payouts · JulyCard payments · 284 KBIn package
2 documents in this package Publish package
Still private
M Monthpost Northstar Coffee
Ready for you

August 2026 documents

Published by Fairview Accounting.

Download all
PDFJuly bank statementBank statements · 1.8 MBDownload
CSVCard terminal payouts · JulyCard payments · 284 KBDownload
Published

For clients

One clean package.
No digging around.

Clients only see Published packages. They can download one file or the whole package, then upload new files for review.

Maya opened this packageFirst viewed today at 10:14 AM
2 document downloadsLatest activity at 10:18 AM

Useful package activity, never used for advertising.

Where it started

Built around a real accounting workflow.

Before Monthpost, we built the client portal used by OlaEnTaxis. Working alongside a live accounting firm showed us where the monthly document handoff actually breaks.

Visit OlaEnTaxis
John Deliyiannis, founder of Monthpost

Built and supported by its founder

I build Monthpost.

I’m John Deliyiannis. I write the code, answer the support email and set up every firm myself. When you need help, you speak directly with me.

Email John

Free for now

Everything is included.
No paid plan.

Monthpost is currently free for every accounting firm. Add your team and clients without choosing a plan.

Free access includes

  • Unlimited users from your firm
  • Unlimited packages and documents
  • Client uploads, held for review before anything is published
  • Package emails, update emails and bulk notifications
  • Package views and document downloads
  • We move your client list over for you
  • Nine short tutorials that cover every task in the product
  • Support by email from the people building Monthpost

No trial deadline. Your workspace stays fully available while Monthpost is free.

If this changes later, we tell you first. Nothing becomes paid automatically.

Founding firms

The first 20 firms
decide what we build next.

Monthpost is early. The firms joining now are the ones shaping it, and we would rather have twenty of them than two hundred strangers.

Every firm gets hands-on setup and a direct line to the person who writes the code. Founding firms also help decide what we build next, and when we plan what comes next, we ask them first.

Monthpost is free for now. If that changes later, we will tell you before any charge applies. Nothing converts to a paid plan automatically.

Join Monthpost

Support is part of the product

We’re with you.
Every step.

We’re obsessed with helping every Monthpost user succeed. From your first setup onward, you get fast, hands-on help from the people building the product.

Need help right now? support@monthpost.com
  1. 01
    Set it up together.

    We’ll help you organize your firm, bring your team in and get your first clients set up.

  2. 02
    Talk directly to us.

    No ticket maze or canned replies. You reach the people who know Monthpost inside out.

  3. 03
    Never stay stuck.

    If something gets in your way, tell us. We’ll stay with it until you can keep moving.

Straight answers

Good questions.

Here’s what Monthpost does.

Is Monthpost a full practice-management system?

No. It handles client documents from upload to publication. Use it alongside your other tools.

Can clients upload documents?

Yes. Their files stay in Needs review until a firm admin approves them.

Do clients see Draft packages?

No. Clients only see Published packages.

Who receives package emails?

Only the client’s primary contact gets the email. You choose when to send it. Publishing a package does not send one.

What activity can firms see?

Authorized firm users can see package views and document downloads. Monthpost does not use that activity for advertising.

How much does Monthpost cost?

Monthpost is currently free to use. There is no paid plan and no card is required.

Do I pay for each person in my firm?

No. Monthpost is free, and you can bring in as many people from your firm as you need.

Is this a trial?

No. Monthpost is currently free, with no trial deadline.

Do I need a card to start?

No. We do not ask for a card.

Will you really import my clients?

Yes. Send us whatever you have, a spreadsheet, an export from your current software, or just a folder, and we set your firm up with you.

What if I go over my client limit?

There is no client limit while Monthpost is free.

Ready when you are

Put the document handoff
in one place.

Free to use. No card. Real help from day one.

Start free