Set out what’s needed
List the documents requested from each client for the period.
Stop chasing clients
for documents.
Know what’s received, what’s missing, and who needs a reminder.
Interested in early access ↗Currently in validation. Requesting early access does not provide immediate product access.
The monthly follow-up loopThe same requests.
The same requests.
The same inbox search.
Every month.
Invoices arrive in one email. Statements in another. Some clients send everything; others need a nudge. Keeping track becomes a job of its own.
Chase is a focused product concept for making that recurring work easier to manage.
Monthly document checklistConcept
Sales invoicesReceived
Purchase invoicesReceived
Bank statementsMissing
Next stepFollow up on statements
Illustrative workflow only. This is not a working product interface.
From request to received.
Without losing the thread.
Clients send documents
Clients upload or send their invoices, statements, and other requested files.
See the gaps
Bring received and outstanding documents into one clear view.
Follow up with purpose
Send reminders to the clients who still have something missing.
This describes the intended experience. Features and delivery details are still being validated.
Less checking.
Clearer next steps.
A shared picture of progress
Our aim: give your team a clear view of each client’s outstanding documents.
More relevant reminders
Focus follow-ups on what’s still needed, instead of asking clients for documents they’ve already sent.
A calmer monthly routine
Spend less time reconstructing the status of each request across inboxes and spreadsheets.
A clearer monthly routine starts here.
Request early access. We’ll contact you about Chase and your firm’s needs. The product is still being developed — joining does not provide immediate access.
Thanks — you’re on the early access list.
We’re working with accounting firms to shape Chase around real document collection workflows. We’ll contact you when there’s a next step.
There’s nothing else you need to do for now.