Month-Track

Accounting firms often manage recurring monthly client document collection through scattered emails, notes, and manual follow-up. Month-Track addresses the operational gap between knowing what should arrive each month and knowing exactly what is still missing, for which client, and whether follow-up has already happened.

Month-Track is an accountant-side workflow tool for creating clients, opening months, tracking required documents, sending reminders, and marking months as ready.

• Auth and protected routes
• Client management
• Croatia-specific presets
• Lazy month creation
• Monthly checklist
• Ready / incomplete workflow
• Dashboard overview
• Single and bulk reminders
• Automatic reminder logic
• Month history and navigation
• Overdue threshold setting
• Printable monthly summary

1. Create client
2. Define required document types
3. Open month
4. Track statuses
5. Send reminders
6. Monitor dashboard
7. Mark month ready
8. Generate summary

• The best product idea I had came from watching an accountant flip between three browser tabs and a paper checklist. Boring operational problems are underserved precisely because they're boring.
• I cut a notification system, a client portal, and a reporting dashboard from v1. Every cut made the core workflow — open month, track documents, send reminder — tighter. Scope discipline wasn't just helpful; it was the product decision.
• Croatian accounting has specific document rhythms tied to monthly tax deadlines. Generic project management tools miss this. The domain specificity that felt limiting at first turned out to be the product's advantage.
• The “mark month as ready” action seemed trivial. It turned out to be the single most satisfying moment in the workflow — the thing that makes the whole tool feel like it's doing something. Small closure moments matter more than dashboards.

• Accountant feedback
• Stronger workflow refinement
• Possible future client portal later
• Production sender and domain setup for unrestricted reminders