Client bundles, assembled
Send one document, not nine attachments.
Drop in the PDFs, the spreadsheets, the Word letter and the email. Put them in the order you want. Get back one PDF with a cover page, a contents list and a bookmark for every document — named the way your practice names things.
Free for 30 days, with every feature switched on. No card to try it.
Watch a bundle being made — one minute seventeen, captioned, no sound needed.
Who it is for
If you send a client a bundle of documents, this was built for you.
Same software, same price, whatever the trade. What differs is the bundle each one produces.
The Friday afternoon
Nine attachments. The client opens three.
The statements, the letter, the tax return, the invoice and the scan of the bank summary all go out on one email, each named whatever it happened to be called when it was saved.
The client opens the first three, cannot tell which is which, and replies asking for the one you already sent. Somewhere in that thread the version numbers stop matching.
Subject: Year end — documents attached
What comes out
One PDF, in order, that explains itself.
Six things happen in a single pass. Every one of them is free somewhere, on its own. Assembled, in one step, from one screen, in the same shape every time — they are not.
- 1One bookmark per documentThe client opens the bundle and jumps straight to the tax return. This is the part they notice.
- 2A cover page, generatedYour letterhead, the client, the bundle type, the period and the date. Written for you, not typed again.
- 3A contents list with page numbersEvery document in the bundle, in the order you set, with the page it starts on.
- 4A watermark on every pageFrom a list you control. Draft, copy, for review — whatever your practice uses.
- 5A filename your practice recognisesBuilt from client, bundle type and date. Each part optional, and the same every time.
- 6A reference written inside the fileStored in the PDF's own properties, so the bundle stays identifiable after somebody renames it.
How it works
Three steps, on one screen.
Not a system to roll out. A task, finished in about the time it takes to write the covering email — though we will not put a number on it here until we can show you how it was measured.
Add the documents
Drag in whatever you have. Word, Excel and email files are converted as they land, so there is nothing to do first.
Set the order
Drag to reorder. Drop the blank page at the end of a scan, turn the one that came in sideways, preview any page at full size.
Produce the bundle
Cover page, contents, bookmarks, watermark and filename in one pass. Download it, send it from your own mailbox, or take every source document down as one zip.
See it done
One bundle, made in a minute and seventeen.
Nine documents in four formats go in, a scan among them that arrived sideways. One PDF comes out: cover page, contents list, a bookmark for every document, and the client's name on the file. Every screen in the film is the application's own, and the bundle at the end is the file it produced.
Rather read it than watch it?
- A year-end pack starts as a pile of separate files.
- Name the client once — it names everything that comes out.
- Choose the pack type: this one is a year-end pack.
- Set the period, and the pack will carry it on the cover.
- Drop the whole lot in: PDF, Word, Excel, even emails.
- Each one is converted, previewed and counted.
- Drag to set the order the client will read them.
- This one was scanned in sideways.
- One click straightens it — in the pack, never the original file.
- Then say what the pack should carry.
- A cover page with a contents list, and a Draft watermark.
- The pack code goes into the filename.
- Merge.
- One PDF, named for the client and dated.
- Nine documents in. One indexed PDF out.
- A cover page and contents list it wrote itself.
- Bookmarked by document, and labelled in the PDF's own properties.
What it accepts
Including the email itself.
- Word
- Excel
- Plain text
- Outlook email (.msg)
- Scans
- Files that are not PDFs are converted automatically as they are added.
- An email becomes a header page carrying From, To, Date and Subject, with its attachments following it.
- Duplicate filenames are handled, not silently overwritten.
- Your original files are never altered.
What it is not
A short, honest list.
- Not a document store. Your files stay wherever you already keep them.
- Not a client portal. The bundle goes out the way you send things now.
- Not practice management, and not a signing tool.
- Not a general PDF editor. It does one job and stops.
If you needed one of those, better you find out here than after paying for it.
Setting it up
Sending from your own mailbox takes one configuration.
Bundles go out from your address, not ours. Your client sees an email from their accountant, and when they reply it comes back to you — which is the whole point, and it is also the part that needs setting up once.
If your practice runs on Office 365, sending on your behalf has to be authorised inside your own Microsoft tenant before the first bundle can go out. It is configured against a named mailbox — usually the person sending, or a shared address the practice already uses for client correspondence.
It is done once, by one of two routes. Nothing is installed on anyone's computer either way.
Your administrator configures it
We provide written instructions, specific to your setup, for whoever looks after your Microsoft 365. They keep control of the tenant throughout and we are given no access to it.
Your tenant, your hands
We configure it for you
Faster, and nothing for your people to work through. It requires a Global Administrator account for your Microsoft 365 tenant.
Global Administrator is the top-level role in Microsoft 365. We use it to make this one authorisation, we work to whatever change process your firm already follows, and it is handed straight back when the configuration is done — or kept in place, if you would rather we looked after that side of things for you.
If you do not use Office 365, tell us what you do use when you get in touch and we will tell you plainly whether it is supported.
Where your client's documents go
The question that decides this purchase, answered plainly.
You handle other people's financial and personal papers, so you are entitled to a specific answer rather than a slogan. Here is exactly how it works.
- Bundlewright is a hosted service. You sign in through your browser over an encrypted connection. Your documents are encrypted in transit on the way to us, they stay encrypted on disk while they are held for assembly, and the finished bundle comes back to you over that same encrypted connection.
- They are processed in Sydney — on a server operated for Bundlewright, reached over HTTPS, holding them on an encrypted disk.
- They are working space, not storage. The moment a bundle is downloaded or emailed, its files are deleted from the server. A bundle left untouched for two hours is deleted as well. Bundlewright is not somewhere your documents live. It is somewhere they pass through.
- Nobody here reads them. The server has to open each file to convert and merge it — that is inherent to doing the work for you — but no copy is kept and no person looks.
- Your password is not ours to lose. Signing in is handled by a specialist identity service rather than by Bundlewright, which never sees or stores it.
- There is no version that runs only on your own machine. Other tools will staple a few PDFs together on a desktop, and if that is genuinely all you need then one of them will do. Bundlewright does a good deal more than combine files: it converts Word, Excel and Outlook messages as they land, generates the cover page and the numbered contents list, bookmarks every document, applies your watermark and your naming convention, and sends the finished bundle from your own mailbox.
- Anything not covered here, ask — who inside this company can see a document and in what circumstances, every sub-processor that touches one, and what deletion does at the disk level. You get a specific answer to a specific question.
What this is not
This is not end-to-end encryption, and we will not call it that. The server has to be able to read your documents in order to convert and merge them, so it can.
What is true is narrower, and worth more than the phrase: your documents are encrypted on the way there, encrypted while they sit, and they do not stay. That is a claim you can hold us to.
Who is behind it
Two New Zealand companies, not a brand with nobody behind it.
Bundlewright is developed jointly by Virtual Office Collective Limited (opens in a new tab) and Tanglin Consultancy Limited (opens in a new tab). Both are New Zealand companies, and both put their names to it here because a new product with no visible owner is a reasonable thing to be wary of.
The software is not somebody else's tool repackaged. It was built to do a job these two firms needed doing, and it is being sold because other firms turn out to have the same job.
Talking to a person
Support and enquiries go to a monitored mailbox at Virtual Office Collective (opens in a new tab), and a person answers within one working day.
Company registration details for both companies appear at the foot of this page.
Price
On the page, where it belongs.
excluding GST. Monthly or annually.
Every account starts with 30 days free — the whole product, not a trimmed-down version of it, and no card to begin.
After that there is a free tier, limited by how many bundles you make in a month — not by stamping a watermark on your work or locking the cover page. A crippled free tier only teaches you the product is worse than it is.
Firms of more than five people, talk to us first — we will set your organisation up with you rather than leave you to find the edge of it yourself.
What the price does not do
- No setup fee, no minimum term, no per-bundle charge on a paid plan.
- No feature held back for an enterprise tier that does not exist.
- Cancel and your bundles are still yours — they are ordinary PDFs sitting wherever you saved them.
Overseas pricing, currency and the treatment of GST for non-New-Zealand customers are settled before the first payment is taken.
Get early access
Leave your email address and we will set you up. You get 30 days free, with every feature switched on — not a cut-down trial — and no card to begin. One message to get you started, and nothing else.
30 days free. No card to try it. Already set up? Log in above.