Document collection and chasing
AI-drafted document checklists per client, sent in batches, with chasing (including bulk chasing), templates and a daily digest.
The problem it solves
Chasing missing documents is the most repetitive part of tax season, and it is easy to lose track of who still owes what.
How it works
- Generate a checklist for each client, starting from a template or an AI draft.
- Send checklists to clients in batches.
- Chase outstanding items individually or in bulk, and watch the daily digest.
What your practice gets
- Systematic document chasing.
- Checklists tailored to each client.
- A daily view of what is outstanding.
Watch it in the product
A short recording of document collection and chasing in use.
Questions accountants ask
Can I edit the AI checklist?
Yes. Review and edit before sending.
Can I chase many clients at once?
Yes. Bulk chase is available.
Is there a summary?
Yes. A daily digest shows progress.
Related features
Features that work alongside document collection and chasing.
Client workspace
One page per client, with tabs for summary, profile, services, relationships, ATO information, identity, compliance, tasks, notes, time, billing and activity.
VideoCompose, reply and schedule email
Write, reply and forward with a preview, save drafts and schedule sends, with your signature applied.
VideoClient reminder sequences
Client reminders and follow-ups go out on schedule in the background.
Document collection digest
A regular digest email summarises document collection progress, instead of many separate alerts.
Secure document sharing
Share sensitive documents through expiring links; recipients confirm a code before they can download.
VideoConnect your cloud storage
Connect OneDrive or Dropbox, test the connection and keep it in sync, so files stay in your own drive.
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.