Document chasing for accountants
The January chase, done for you.
Automated document chasing for accountancy practices. Each client gets a checklist and an upload link, reminders list only what's still missing, and your team hears about the ones that need a call.
See it working
One self-assessment client, two weeks.
Mark documents as they arrive and watch the reminders shrink. When everything's in, the chase stops on its own.
What does Mark send?
- Day 0 · 09:00
Here's this year's checklist and your upload link: P60, bank interest, pension statement and receipts.
- Day 3 · 09:00
Thanks, Mark — still to come: P60, bank interest, pension statement and receipts.
- Day 7 · 18:00
Nearly there — four things left for your return. Upload link inside.
- Day 10 · 09:00
Mark still hasn't sent anything. Worth a call?
A person takes it from here.
Mark's checklist
- P60
- Bank interest
- Pension statement
- Receipts
Reminders only ever list what's still missing.
Illustrative sequence — invented customer.
For accountants
What it handles for the practice.
A checklist per client
P60s, bank interest, pension statements, receipts — whatever that client's return needs, not a generic list.
Reminders that shrink
Each reminder lists only what's still outstanding, by email first and then by text.
Escalation to a person
If it's still missing after the last reminder, the client is flagged for a call — before the deadline, not after.
Enquiries in the same place
New self-assessment enquiries get an instant reply and a booked call, even in the last week of January.
Where the line is
What it will never do.
- It doesn't give tax advice or judge what's needed — your checklist does.
- It never sends reminders after the documents are in.
- Anything a client asks goes to a person, not an auto-reply.
How it fits your practice software
Documents arrive through an upload link or a watched inbox. Where your practice software has an API, the checklist and status sync with it; otherwise we keep a simple dashboard your team can see.
Your next step
Book a free consultation.
Follow-up sequences shaped around your business. Book a free consultation to discuss email and SMS.
Care covers hosting, updates and support; cancel it any time with 30 days' notice. The working mockup comes first, free.
Questions people ask
Straight answers.
How does it know what's arrived?
Documents come in through the client's upload link or a watched inbox, and each one ticks off their checklist. Reminders only ever list what's still missing.
Will it annoy clients?
You set the cadence — for example, an email on day three, a text on day seven and a call flag on day ten — and it stops the moment everything's in.
Can clients reply with questions?
Yes. Any reply goes to a person on your team, and the reminders pause while that conversation's open.
Is it secure?
Uploads go to storage you control, and client data is handled under UK GDPR. We agree retention and access with you before anything goes live.
Keep reading
Next step
Built for accountants who lose enquiries in deadline season.
We'll mock up your practice's enquiry and onboarding flow in under a week, free. If it fits, we build it.
Rather talk to a person? Call 07347 507295 or WhatsApp Hamid.