The same clients. The same missing statements and receipts. The saved templates, the spreadsheet tracker, the reminder you send yourself at 9pm. Doc-Chaser watches for what is missing and nags by plain email until it shows up.
Quick one, the bank statement
When you get a second, can you send it over?
Re: Quick one, the bank statement
Just bumping this back to the top of your inbox.
Re: Re: Quick one, the bank statement
Sorry to chase again. Still need it to close your month.
The same thread · every client · every month
Two things missing from your file
Hi, quick note before month-end. Your file is missing the bank statement and one receipt. Reply with attachments and you are done.
Plain email · from your address · no portal linkThat is the whole email. It reads like you wrote it, because it goes out in plain words from your address. It follows up until the document lands. Then it stops. You never send the 9pm reminder again.
No portal
Your client never logs into anything.
Plain email
Reminders read like you wrote them yourself.
Nothing to install
It sits behind your inbox and just runs.
Get the 9pm reminder off your plate.
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