A small CPA firm loses significant time tracking down missing documents from clients, especially when clients send hard copies instead of using digital portals.

Workarounds Described

• mailing tailored 'shopping list' style checklists of what clients gave last year
• using TaxDome Client Task function to request more information
• providing tax organizers and checklists to clients

Implied Software Gaps

• Automated multi-channel document request and tracking system that handles both digital and physical submissions
• Intelligent reminder system that adapts to client behavior and sends personalized prompts
• Integration of document request status into existing accounting workflow software

DocChaser Pro

DocChaser Pro is a document request automation tool designed for CPA firms. It automatically tracks document requests across email, portals, and physical mail, sends personalized reminders, and provides a dashboard showing real-time status of each client's document submission. It eliminates the manual back-and-forth of chasing missing documents.

Existing Solutions Mentioned