# Sidemate Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Sidemate Software - reviews, pricing plans, popular comparisons to other Accounting Practice Management products and more. Source: https://www.capterra.com/p/10049712/Sidemate --- # Sidemate Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on July 6, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Features](#features)[Pricing](#pricing)[Support](#support) Sidemate ## What is Sidemate? Sidemate is the software that collects documents from clients for you. No more recurring emails, lost WhatsApp attachments, or manually reconstructing Drive folders. Designed for accountants, consultants, firms, and freelancers who request the same documents from the same clients every month, quarter, or year, wasting hours on reminders. How it works: You create a checklist of the documents you need from the client, send a link via email; the client uploads them from their browser, without creating an account, and Sidemate sends automatic reminders with the exact list of documents still missing. Permanent free plan for up to 10 clients, no credit card required. Paid plans starting from €12/month. ## What is Sidemate used for? [Accounting Practice Management](https://www.capterra.com/accounting-practice-management-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price €12 Flat Rate, Per Month Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Sidemate?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://sidemate.io/it/&name=Sidemate) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Billing & Invoicing Create, manage, and send invoices or bills to customers Client Management Manage contact details and communication with clients Client Portal Private online space that lets businesses securely share documents and provide information access to clients Configurable Workflow Configure existing workflows to meet your organization's needs Credit Card Processing Accept and process credit card transactions Document Management Store, manage, and track all electronic documents in a centralized location Sidemate 13 features Create, manage, and send invoices or bills to customers Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Configure existing workflows to meet your organization's needs Accept and process credit card transactions Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken Software specialized for accountants and accounting firms Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Securely stores data to prevent data loss or breaches Create, manage and track all task activities and progression Get Advice We can help you find the software with the features you need. ## Pricing Free Version Free Plan €0.00 It includes: - Up to 10 active clients - 3 active checklists per client - Basic document collection - Email reminders - Storage: 500 MB per client, 5 GB total Starter Plan €12.00 Flat Rate,Per Month It includes: - Up to 40 active clients - Unlimited checklists - Up to 10 uploaders per client - 50 GB storage - Automatic reminders - Audit log and tracking Pro Plan €39.00 Flat Rate,Per Month It includes: - Up to 120 active clients - Up to 25 uploaders per client - 200 GB storage - Advanced permissions for collaborators - Priority support - Advanced audit logs and export Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.