Asks for exactly what is missing
Pick a checklist (personal tax, business tax, monthly bookkeeping or new client), add any extras, and each client gets a clear list in your firm's name.
AI Document Chaser, for accountants
Stop chasing clients for paperwork.
Emails every client the exact documents you still need, with a private upload link, and keeps reminding them until everything is in. You just review.
$120/mo + free setup
Live the same day
Built for
Tax seasonMonthly bookkeepingNew client onboarding
Demo
The dashboard you get, on a guided tour.
This is the real Document Chaser dashboard, the one you use every day: add clients, see who has sent what, and review each upload. Sample data shown. Click anywhere in the window to try it yourself.
Included in your planLoading dashboard
What it does
The chasing, done for you.
The part of tax season nobody went into accounting for: emailing the same clients again and again for the same paperwork.
A private upload link per client
No account and no password for your clients. PDFs, phone photos and spreadsheets, stored privately. Only you can open them.
Reminds them until it is all in
A polite reminder every 3 days for whatever is still missing, up to 6 times. Send a document back with a reason and they are reminded about that one too.
How it works
Live the same day.
No software to install and nothing for your clients to sign up for.
Add your clients
Upload a spreadsheet of names and emails, or add them one by one, and pick what you need from each.
We chase them
The first email goes out at the next daily run, then reminders every few days for anything still missing.
You review
Every upload lands in your dashboard. Accept it or send it back. You get an email when a client has sent everything.
Pricing
Simple, flat pricing.
One monthly price for your whole client list. Setup is free and you can cancel anytime.
AI Document Chaser
Live the same day
$120/month
Setup is free, cancel anytime
Freesetup, we load your first client list with you
$120per month, cancel anytime
What's included
- Ready-made checklistsPersonal tax, business tax, monthly bookkeeping and new client onboarding, plus extras you tick.
- Emails in your firm's nameClients reply straight to your own inbox.
- Private upload page for every clientPhone photos, PDFs and spreadsheets up to 20 MB each.
- Automatic remindersEvery 3 days for anything missing, up to 6 times.
- One review screenAccept, or send back with a reason. You are emailed when a client is done.
FAQ
Questions people ask.
Do my clients need to create an account?
No. Each client gets their own private link. They open it, tap Upload next to each document, and that is it. It works on any phone.
Who can see the documents?
Only you. Files are stored privately and can only be opened from your signed-in dashboard. The client's link lets them upload, not browse what is stored.
Will the emails look like they come from you?
They are sent in your firm's name, and any reply goes straight to your own email address.
Can I stop chasing a client?
Yes. Pause or resume any client in one click, or delete them along with every file they uploaded. Chasing also stops by itself once everything is in.
What if a client sends the wrong thing?
Send it back with a reason, like "wrong year" or "pages are missing". It goes back on their list with that reason, and the next reminder asks for it again.
What does it cost?
$120 a month for your whole client list. Setup is free and you can cancel anytime.
Next step
Get your weekends back this tax season.
Pick whichever fits how you like to decide. Nothing here locks you in.