Document Chase guide
AI automation for bookkeepers: stop chasing documents
Bookkeeping firms do not lose hours because they lack another login. They lose hours because someone has to chase missing documents. Email, Drive, and Dropbox scatter the trail. A portal only helps if clients live in it and staff configure it.
Try the interactive demo, then request an async teardown.
What “automation” should mean here
Not a chatbot that “does the books.” A system that sends clear requests, reminds on a schedule, and tells staff who is complete. Kick-Start.ai installs that system and runs it on a retainer.
Step-by-step
- Count the pain. Hours per client per month spent nudging for bank statements, receipts, or onboarding packs.
- Watch the demo so the completeness bar and staff digest are concrete.
- Request a teardown. You get a written Pilot vs Standard path.
- Go live with branded checklists and a reminder cadence your team does not babysit.
Fit check
Strong fit: email-chasing at dozens of clients, want managed ops. Poor fit: shopping only for cheap DIY software, or a portal that already finishes the chase.
Request a teardownRelated Kick-Start.ai work
Custom workflows for other small teams live on Solutions. Real estate lead follow-up is a different product: lead follow-up LP.
FAQ
Is this a $29 client portal?
No. Document Chase is managed operations: we run requests, reminders, and digests. If you only want DIY software, we are not the fit.
Do you replace TaxDome?
Not if TaxDome already covers chase end-to-end. If you still email-chase beside a portal, operations were the gap.
Do you give tax advice?
No. You stay the accountant. We operate document collection.
How do I start?
Request a written teardown from the Document Chase page — no sales Zoom required.