Bookkeepers waste time chasing clients for recurring documents and information because email reminders are easy to ignore and existing client portals require clients to remember to check them.
Existing solutions like email reminders are easy for clients to ignore, and client portals require clients to proactively log in and check outstanding items. There is no simple accountability mechanism that automatically chases clients until they respond.
Workarounds Described
- chasing clients by email reminders
- using client portals that require manual checking
Implied Software Gaps
- Automated reminder system that escalates and persists until clients complete items
- Client-facing app with push notifications and simple checklist interface
ChaseFlow
ChaseFlow is a client document chasing app that replaces manual follow-up with automated, persistent reminders. Bookkeepers create recurring checklists for each client, and clients see a simple app with outstanding items. The system sends push, email, and SMS reminders until items are checked off, and bookkeepers get a dashboard showing at a glance who is missing what.
- Recurring monthly checklists per client with custom items
- Multi-channel reminders (push notification, email, SMS, calendar)
- Dashboard showing all clients' completion status and outstanding items
- One-tap client checklist app with clear visual status
Existing Solutions Mentioned
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