Clients ignore email reminders
Requests disappear into busy inboxes, and your team has to chase the same people more than once.
Built for accountants, bookkeepers, and small firms
Stop chasing clients for missing and expired documents.
ComplyChase AI helps accountants and bookkeepers collect client documents, track expiry dates, send reminders, and keep proof in one secure dashboard.
ComplyChase AI
Document Operations
Client documents.
Requested, tracked & stored in one place.
Requested, tracked & stored in one place.
Collect files, track expiry dates, confirm AI suggestions, and send reminders without spreadsheet chasing.
Private upload links
Human-confirmed AI
Proof vault
Pain
Most firms are still juggling follow-ups by hand.
When requests live in inboxes, chat threads, and spreadsheets, chasing becomes repetitive and deadlines are easier to miss.
Documents expire without warning
Renewals slip through because nobody has a clear view of what is about to run out.
Proof is buried in inboxes and WhatsApp
Evidence lives across messages, attachments, and downloads instead of one secure place.
Staff rely on spreadsheets
Tracking becomes manual, inconsistent, and hard to hand over when someone is away.
Accountants chase the same documents again and again
The work is repetitive, awkward, and easy to miss when the portfolio keeps growing.
Solution
Everything you need to track, chase, and prove.
ComplyChase AI keeps the workflow simple: create the template, collect the file, confirm the expiry date, and keep the proof together.
Send secure upload links
Give clients a private link to upload what you need without creating another login.
Track missing and expired documents
See exactly what is outstanding and what is about to expire across all your clients.
Let AI suggest expiry dates
Upload a document and let the AI extract the document type and expiry date for you.
Confirm results before saving
Your team stays in control. Confirm AI suggestions before anything becomes a deadline.
Send automatic reminders
Send timely follow-ups via email before a document expires to keep chasing consistent.
Store proof and audit trail
Keep uploaded evidence, activity history, and notes in one secure place.
How it works
A clean process your team can follow every time.
No complicated setup. Just a simple sequence that removes the back and forth from document chasing.
1
Add client
Create the client profile and keep the account details in one workspace.
2
Choose checklist
Select the required documents for the client from your firm's templates.
3
Send secure upload link
Give the client a secure link that only shows the documents requested for them.
4
Client uploads document
The client easily uploads the necessary files through the mobile-friendly link.
5
AI suggests expiry
The system extracts text, identifies the document type, and suggests expiry details.
6
User confirms
Your team confirms the AI suggestions before anything becomes a deadline.
7
System sends reminders
Automatic reminders go out before the deadline so your team does not need to chase.
8
Dashboard shows status
See a clear overview of missing, overdue, and expiring documents.
Features
Built to feel calm, reliable, and easy to trust.
The product is designed to keep the day-to-day work tidy, secure, and visible so you can spend less time hunting for proof.
Why it matters
You get one shared system for the documents clients owe you, the deadlines attached to them, and the evidence you need to show what happened.
Use built-in UK accountant templates for AML, Self Assessment, VAT, and Year-end accounts.
Share file access securely with temporary links that expire after use. No client login needed.
Keep every client document and its history securely stored in one place.
Track expiring documents and automatically chase clients before the deadline passes.
Generate clean summaries that show missing, expiring, overdue, and completed documents.
Let AI suggest document types and expiry dates. Confirm results before tracking begins.
Automate your follow-ups via email to save time and reduce manual chasing.
Reach clients directly on their phone with automated WhatsApp document reminders.
See portfolio-level views of document compliance, pending renewals, and firm-wide status.
Maintain a full audit log of when documents were requested, uploaded, and verified.
Clear workspace limits for clients, storage, AI scans, and emails based on your tier.
For accountants
Make chasing feel less like admin and more like a process.
Small firms do not need another complicated platform. They need a clear system that helps the team stay consistent and gives clients one obvious place to respond.
Reclaim time
Stop writing the same follow-up emails and checking spreadsheets to see who is overdue.
Stay organised
One dashboard makes it easier for the whole team to see what matters today, this week, and this month.
Look more professional
Clients get a clearer process, better reminders, and a smoother place to upload what you need.
Before and after
Before
- • Inbox chasing
- • Spreadsheet reminders
- • Missing proof
After
- • One dashboard
- • Automatic reminders
- • Secure proof vault
Cleaner handovers
Junior staff can see what is outstanding without asking around.
Better client experience
Clients get a simple upload path instead of scattered requests.
Popular UK accountant document workflows
Client document collection software for the work UK accounting firms handle every week.
Explore practical pages for AML document tracking, VAT return evidence, Self Assessment paperwork, year-end accounts checklists, GDPR-aware uploads, and document expiry reminders.
Client document chasing software for accountants
ComplyChase AI helps accountants and bookkeepers collect client documents, track expiry dates, send reminders, and store proof in one secure dashboard.
View pageDocument expiry tracking software
Track expiry dates, renewals, and insurance certificates with automated reminders.
View pageClient document upload portal for accountants
Secure upload links with no client login required, directly to your proof storage.
View pageAccountant client document checklist
Checklist templates for onboarding, VAT, Self Assessment, and year-end accounts.
View pageMissing client documents template
Email templates, polite reminders, and follow-ups for missing client documents.
View pageUk accountants client document management
Client document management built specifically for UK accountant workflows.
View page
Pricing
Simple pricing for firms that want a clear next step.
Choose the plan that fits your client volume today. You can always grow into a bigger workspace as your portfolio expands.
Email reminders are included in all plans. WhatsApp reminders are available as an optional add-on for firms that want faster client responses.
Solo
£28.99
/month
10 clients • 1 staff user • 2GB storage
Best for sole practitioners and very small firms.
- 100 AI scans/month
- 500 email reminders/month
- Secure upload links
- Client document checklist
- Proof vault & Expiry tracking
- Basic reports
Practice
£58.99
/month
50 clients • 3 staff users • 10GB storage
For teams that need a stronger daily workflow.
- 500 AI scans/month
- 2,000 email reminders/month
- Everything in Solo
- CSV client import
- Advanced reports
- Basic team roles
Firm
£128.99
/month
150 clients • 10 staff users • 30GB storage
Built for multi-client practices and larger portfolios.
- 1,500 AI scans/month
- 5,000 email reminders/month
- Everything in Practice
- Advanced team roles
- Priority support
- More reporting
Free one-time setup
Workspace setup, template import, and launch support.
FAQ
Answers to the questions firms usually ask first.
Keep the conversation simple. This is a tool for tracking documents, reminders, and proof, not a replacement for professional judgement.
Is this legal or accounting advice?
No. ComplyChase AI is for document tracking, deadline reminders, and proof management only. Final responsibility remains with the business or accountant.
Can clients upload without login?
Yes. Clients can use secure upload links to send the requested documents without getting access to your full workspace.
Is WhatsApp included?
Email reminders are included in all plans. WhatsApp reminders are available as an optional paid add-on for firms that want faster client responses.
Where are documents stored?
Documents are securely stored in a private vault. We prioritize secure access so only authorized users can view uploaded client files.
Can I use this with UK clients?
Yes, absolutely. The tool is heavily tailored for UK accountants, tracking typical UK documents like Self Assessment paperwork, VAT records, and AML evidence.
What happens when I reach plan limits?
We will notify you to upgrade. Document uploads, AI scans, or sending new reminders may be temporarily blocked until your plan is updated to support the extra volume.
Can I manually enter expiry dates?
Yes, you can always manually set expiry dates or override the dates that AI suggests.
Does AI automatically create deadlines?
No. The AI suggests the expiry date, but an admin must confirm the suggestion before it becomes an active tracked deadline.
Can I import clients from Excel?
Yes, CSV client import is available on Practice and Firm plans.
Is there a setup service?
Yes, we offer free one-time setup to help configure your workspace, import templates, and launch quickly.
Disclaimer
ComplyChase AI helps track document deadlines and reminders. It does not provide legal, tax, or compliance advice.
Final CTA
Stop losing time to follow-up.
Keep documents moving, keep proof in one place, and give clients one clear way to upload what you need.
Private file storage
Workspace-based access
Automated reminders and proof