Document chasing · for accounting & bookkeeping firms

Stop chasing client documents by hand.

We build the piece that sits next to Xero or QuickBooks and does the chasing. It knows what’s still outstanding for each client and sends the reminder in your name until it arrives.

Talk it through with us How it works

Built in your tools. A person at your firm approves anything that matters.

Document chasingIllustrative
Outstanding list builtPer client
Reminder sent from your mailboxYour wording
Document arrives, chasing stopsLogged
An example of what we build, not a client project.

How it works

What we build.

Three parts, built around the portal, inbox or capture tool you already use.

  1. 01

    Know what’s missing

    For each client, the documents still due, checked against what has already arrived.

  2. 02

    Remind on a schedule

    Reminders go from your own mailbox in your wording, on a schedule you set, and stop the moment the document lands.

  3. 03

    See who’s holding things up

    One list of clients still outstanding, so the person who owns the relationship can pick up the phone.

What stays with your team

Your clients’ data.
Your firm’s control.

Access & data handling

Your voice.

Reminders use your wording and your mailbox, so clients reply to a person they know.

Your schedule.

You decide how often a client is reminded, and when it goes to a person instead.

Your tools.

Built around the portal or inbox your clients already use. Nothing new for them to learn.

Let’s look at the hand-offs

Tell us how it
works today.

Email us how documents get collected at your firm today, and we’ll say honestly whether this would help. If it would, we’ll suggest a short call.

Book a call connect@cudalo.com
Start with a simple email.
  1. The systems your firm uses
  2. The process you want to improve
  3. What your team does manually today

For accounting & bookkeeping firms
in the US, Canada & UK.