For solo bookkeepers
Collect this month's files without a client portal.
One standing checklist per client. It reopens every month. Your client needs no account, sees only what is missing, and hears from you every 3 days until the list is done.
14-day free trial, no card required, then $69/month.
Clients
October close
- Still missing
- 4
- Complete
- 1
- Harbor & Co3 missing
- Northwind LLCComplete
- Pine Street1 missing
2 of 5 received
- Bank statement
- Credit card statement
- Payroll report
- Sales tax return
Step 1
Set one checklist
Bank statements, cards, payroll. The same list belongs to that client, not to a one-off request.
Step 2
It reopens every month
Files already received stay received. You and your client only see what is still missing.
Step 3
Send the same link
No client account. A reminder every 3 days until the list is clear, then one zip for the close.
Compared with request tools that cap you
Those tools meter clients, open requests, or reminder emails. File Chase is one price for the monthly chase.
| File Chase | Capped request tool | |
|---|---|---|
| Clients | No cap | A plan cap |
| Client account | Never | A portal login |
| What they see | Only missing items | A long form or last month's files |
| Reminders | Every 3 days until done | A cap, or you send them |
| The close | One zip | A folder you assemble |
Pricing
14-day free trial, no card required, then $69/month.
File Chase
$69/month
- Unlimited clients and open checklists
- The client never makes an account
- Reminders every 3 days until the list is clear
- One zip for each close
Questions
Full guideDoes my client need an account?
No. They open one link. There is no password and no app to install.
What happens after 14 days?
Subscribe for $69/month to keep adding clients, uploading, and downloading zips. If you don't, you can still sign in and see what you saved. Nothing is deleted.
Is there a client cap?
No. File Chase does not charge by the client or by the open request.
When do reminders stop?
When nothing is missing for that close. They start again only if a later close has something left.
What is in the zip?
The files that came in for that close. A file you marked received without an upload is not in the zip. Earlier closes stay downloadable.