# Batesio

> Batesio is document management software for a small accounting, real estate or professional firm: a free document capture worksheet that sizes the scanning backlog, the scan hours, the retrieval time and its cost, and the pages retained at the firm's own retention period, with a paid plan that keeps the client document portal, Bates-numbers every page, holds the retention record and exports it. Every worked answer is on the page in text with the published figure it cites.

## What this is for

- Built for small firms only,Accounting, real estate and professional offices keeping client and employee files, and nobody else

## Tools

- [Document capture worksheet](https://batesio.com/tools/document-capture/): Size the scanning backlog, the scanner hours, the retrieval cost and the retention load from your firm's own boxes, pages and lookups.

## Guides

- [Client document portal](https://batesio.com/client-document-portal/): what the job needs, and the free Batesio tool for it
- [Document management software for accounting firms](https://batesio.com/document-management-software-for-accounting-firms/): what the job needs, and the free Batesio tool for it

## Answers

- [document capture software](https://batesio.com/answers/document-capture-software/)
- [accounting document management](https://batesio.com/answers/accounting-document-management/)
- [document sharing portal](https://batesio.com/answers/document-sharing-portal/)
- [client document upload portal](https://batesio.com/answers/client-document-upload-portal/)
- [employee document management](https://batesio.com/answers/employee-document-management/)
- [employee document management system](https://batesio.com/answers/employee-document-management-system/)
- [document validation services](https://batesio.com/answers/document-validation-services/)
- [hipaa compliant document sharing](https://batesio.com/answers/hipaa-compliant-document-sharing/)
- [confidential document sharing](https://batesio.com/answers/confidential-document-sharing/)
- [dms document management system](https://batesio.com/answers/dms-document-management-system/)
- [document imaging systems](https://batesio.com/answers/document-imaging-systems/)
- [document imaging software](https://batesio.com/answers/document-imaging-software/)
- [document data capture](https://batesio.com/answers/document-data-capture/)
- [real estate document management software](https://batesio.com/answers/real-estate-document-management-software/)
- [document validation software](https://batesio.com/answers/document-validation-software/)
- [document imaging](https://batesio.com/answers/document-imaging/)
- [document sharing platforms](https://batesio.com/answers/document-sharing-platforms/)
- [secure document storage](https://batesio.com/answers/secure-document-storage/)
- [go paperless](https://batesio.com/answers/go-paperless/)
- [document security](https://batesio.com/answers/document-security/)
- [hipaa compliant file sharing](https://batesio.com/answers/hipaa-compliant-file-sharing/)
- [hipaa compliant file transfer](https://batesio.com/answers/hipaa-compliant-file-transfer/)
- [secure file sharing for accountants](https://batesio.com/answers/secure-file-sharing-for-accountants/)
- [file sharing solutions for small business](https://batesio.com/answers/file-sharing-solutions-for-small-business/)
- [share business files](https://batesio.com/answers/share-business-files/)
- [best file sharing for business](https://batesio.com/answers/best-file-sharing-for-business/)
- [secure document portal](https://batesio.com/answers/secure-document-portal/)
- [customer document portal](https://batesio.com/answers/customer-document-portal/)
- [password protected file sharing](https://batesio.com/answers/password-protected-file-sharing/)
- [how to send pdf securely via email](https://batesio.com/answers/how-to-send-pdf-securely-via-email/)
- [secure document collaboration](https://batesio.com/answers/secure-document-collaboration/)

## Pricing

- Free to use. No account, no card, no sign-up.
- Batesio Pro is $19 per month for your whole firm, billed monthly.

## Citation

Cite as: "Batesio Document Management Tools", https://batesio.com/tools/ (updated 2026-10-09).

## About

- Operated by Ellul Solutions Ltd. Contact: hello@batesio.com
- By submitting you agree Batesio may contact you about your enquiry. We do not sell your details to anyone.