Get client documents in before the April rush.
Checklists, reminders and status for every client, so your staff can do the work instead of chasing it.
Local to Edmonton. Month to month, no long contract.
Sound familiar?
- “Every February we send the same document list over and over.”
- “Clients ignore the portal and email us photos at 11 p.m.”
- “We lose hours every week figuring out who's still missing what.”
What fixes it: Document Chaser
Each client gets a link with their personal list (T4s, slips, receipts, statements). Reminders go out for what's missing, by name. Your team sees one board: complete, waiting, needs review. Built for shops with a few staff.
Document Chaser is being built now. Tax season is when it matters most, so if you want it in place for the new year, talk to me early. Founding clients shape how it works.
You approve anything important. Routine messages go out in your name. Anything unusual comes to you first.
Read how Document Chaser works, what it costs and what you approve
Talk it through in 15 minutes
No pitch deck. Just your numbers. I'll tell you honestly if I can help.
Local to Edmonton. Month to month, no long contract.