Document chaser agent for accounting firms & finance teams

Collects receipts, statements and tax documents without the back-and-forth.

How it works

Used in

Your first 30 days

The tools you already use.

From checklist to complete file

The agent starts with a checklist built for each client, based on what that client filed last time and what you ask for this year. It then sends reminders by SMS, email or WhatsApp, in the channel the client actually replies to, and stops once the item arrives. Each upload is filed into the right client folder and ticked off. Your team sees one status view instead of an inbox full of attachments, and can step in personally when a client has gone quiet for too long.

Reminders are not the only job. If a client replies with a question instead of a file, the agent passes it to your team with the message attached, so the thread is not lost. That keeps the chase polite and stops it from sending a nudge to someone who already asked for help.

Decisions to make at setup

Reminder tone matters more than volume. A long-standing client expects a different message from a new one, so we agree wording with you and keep it plain. Two short sessions with your team are usually enough to settle these. Bring a few real checklists from last season.

• Which documents go on each client type's checklist
• How many reminders, and how far apart
• Quiet hours for messages
• Where files should land, and how they are named
• When a person takes over the chase

Edge cases worth planning for

Clients send the wrong thing, a blurred photo, or a statement for the wrong month. Plan for a human check on anything the agent cannot match to a checklist item, so a poor scan is caught early rather than at preparation time.

This agent collects and files. It does not decide whether a document is sufficient for a return, and it is not a fit where clients refuse digital channels altogether. Measure it by how many checklists are complete at your internal deadline.

Questions,
answered.