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What is Chaseless?

Chaseless by BulkBrains is a simple document request and reminder platform for teams that need to collect client information without constant manual follow-up. The software is designed to solve the common problem of document collection spreading across inboxes, spreadsheets, notes, and staff memory. Chaseless gives teams a centralized workflow for creating client requests, assigning due dates, tracking statuses, and keeping ownership clear. Users can add a client, define the documents or details needed, set deadlines, and schedule automated reminder emails. The platform continues follow-up until items are received and approved, helping reduce repeated admin work. Staff can quickly see which items are still missing, which responses are overdue, and which deadlines are approaching. Chaseless uses clear statuses so requests can move from requested to submitted to approved without confusion. The dashboard keeps clients and outstanding items visible in one place, making it easier for teams to stay organized. The platform is useful for accountants, advisers, operations teams, service businesses, and small teams that frequently depend on client documents or external responses. Its simple workflow is designed for non-technical users who need an easy way to manage follow-up without a complex enterprise system. Chaseless helps organizations reduce delays, improve accountability, keep client communication cleaner, and move work forward faster.

What is BilagPilot?

BilagPilot is an innovative platform tailored specifically for accounting and bookkeeping firms, aiming to enhance the efficiency of document collection and client communication. By adopting this platform, firms can greatly reduce the time spent searching for missing receipts and essential documents, as well as the effort involved in contacting clients, sending reminders, and tracking outstanding items. This platform integrates effortlessly with compatible accounting systems to identify transactions or entries that lack the required documentation. Accountants can assess these situations, create specific requests, and deliver a clear summary to clients regarding the documents they need to provide. Clients receive notifications via email or SMS and can easily upload their materials through a secure link, eliminating the need for account creation. Furthermore, BilagPilot automates follow-ups for any outstanding requests and provides the accounting team with a centralized dashboard to oversee document collection efforts across multiple client accounts, thereby improving overall operational efficiency and communication. Its intuitive features not only streamline the documentation process but also promote enhanced collaboration between firms and their clients, ultimately leading to stronger professional relationships. The platform’s capabilities are designed to adapt to the evolving needs of the accounting industry, ensuring that firms can maintain high standards of service while managing their workload effectively.

Media

Media

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Integrations Supported

FreeAgent
QuickBooks Online
Sage Accounting
Xero

Integrations Supported

FreeAgent
QuickBooks Online
Sage Accounting
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

€19.99/month
Free Version
Free Trial Offered?

Pricing Information

$149/month
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

BulkBrains

Date Founded

2022

Company Location

Ireland

Company Website

bulkbrains.com

Company Facts

Organization Name

Bjorvand Solutions

Date Founded

2021

Company Location

Norway

Company Website

bilagpilot.com

Categories and Features

Appointment Reminder

Appointment Scheduling
Calendar Management
Call Reminders
Email Reminders
Online Booking
Payment Reminders
Recurring Appointments
Rescheduling
SMS Messaging
Two-Way Messaging

Categories and Features

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

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Popular Alternatives

No Alternatives
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