We chase your clients for the paperwork. You get on with the work.
- The checklist goes out. Your client gets a link listing exactly what you need, in your firm's name. No login, no portal, no app.
- The reminders keep going until every item is in. On a schedule you set, stopping the moment a client sends something, so nobody is chased for what they have already sent.
- One screen shows what is still missing. Across every client, sorted by what is closest to its deadline.
Built for accounting, bookkeeping and tax practices of one to ten people. Priced per firm, not per user.
Plans
| Plan | Price | What your firm gets | |
|---|---|---|---|
| Free | £0 | Three active requests at a time, on email. Enough to run one year-end pack and see whether your clients respond to it. | |
| Firm | £79/month | The whole practice, up to five staff, chasing 300 open requests at once. This is the plan almost every firm of one to ten people ends up on. | Start 14-day trial |
| Practice | £149/month | Unlimited staff and 1,000 open requests, for a firm running quarterly MTD collection across a large client list, with priority support. | Start 14-day trial |
| Max, done for you | from £399/month | We run the chase. We build the templates, send the packs, read what comes back, call the stragglers, and send you a daily list of who is still missing what. Everything sends in your firm's name. | Order |
Prices exclude VAT. Per firm, not per user. Cancel any time; see the FAQ.
Free chase audit
Send us the outstanding lists for your three slowest clients. We run the chase for one week, sending in your firm's name and from your reply-to address, and show you what came back and how long each one took. No charge and no obligation.
Order the done-for-you chase
We run the chase for your busy season. Tell us the shape of it and we will come back with a start date and an order form.
Questions firms actually ask
Is this another portal our clients have to log into?
No. That is the point of it. Your client gets a link that opens a checklist on their phone with no account and no password. They can upload from the page, take photographs of receipts, or simply reply to the email with the documents attached and we file them against the right item.
What happens to our client data?
It is held in the EU, encrypted in transit and at rest, scanned for malware on arrival, and deleted on the retention schedule you set. We do not train anything on it and we do not sell it. The security page sets out the detail, including the sub-processor list, and there is a completed security questionnaire so your review is a link rather than an afternoon.
Can we use our own email identity?
Yes, and we insist on it. Everything goes out under your firm's sender name and reply-to address, so your client sees you rather than a company they have never heard of. We never send a chase from a Gatherwell address. If you want us to send from your own domain we will set up the DNS records with you.
What if a client refuses to use it?
Then they reply to the email with the documents attached, or send a photograph, and it still lands against the right item. If a client goes quiet entirely, the schedule escalates to a task for whoever owns that client so a person picks up the phone. The tool is there to remove the routine chasing, not to hide a client who is not responding.
How does cancellation work?
Monthly plans cancel at the end of the month you cancel in, from your billing settings, with no call and no retention conversation. Your data stays available for export for 30 days, then it is deleted. The done-for-you service runs to the end of the period you have paid for, and the first week is refundable if it is not working.