Stop chasing clients for documents by hand.
FileChaser sends the reminders, reads the replies and adjusts the chase. If a client promises a date, it waits. If something needs a person’s judgement, it goes straight to the accountant who owns that client.
- Reminders written in your firm’s voice, getting firmer as deadlines approach
- Escalates from email to SMS to a person, only as fast as each client needs
- Secure, single-use upload links. Clients don’t need a login
- Slack and Teams alerts, plus a full audit trail of every decision
- Reminder
- Firmer nudge
- SMS
- Your team