1. Clear requests
Branded client checklists your clients understand — monthly close, onboarding packs, and year-end starters — instead of vague email threads.
KickStart Ai · Document Chase
Stop chasing clients for documents.
KickStart Ai installs and runs a Client Document Chase System for bookkeeping and small accounting firms — branded requests, automatic reminders, completeness tracking, and staff digests — so your team stops spending the month as professional naggers.
No sales call required. Written teardown → Pilot link → provision within 72 hours of a complete onboarding form.
What your firm gets back
Concrete outcomes — not another login your staff has to babysit.
- Hours returned to billable work Less time spent writing “just checking in on those statements” emails every close.
- Fewer awkward client nags A clear checklist and scheduled reminders replace ad-hoc follow-ups from your inbox.
- A more predictable monthly close Missing items surface early, so work starts when documents are actually ready.
- Staff who know who’s ready A weekly completeness digest shows who’s lagging, what’s missing, and what’s clear to work.
What we run for you
Managed document collection — requests, reminders, and reporting — operated by KickStart, not left as DIY software.
2. Automatic reminders
We chase missing documents on a schedule. Your staff only steps in for exceptions and relationship moments that matter.
3. Completeness digest
A weekly staff view of who’s lagging, what’s still missing, and which clients are ready for bookkeeping work.
Who Document Chase is for
A strong fit
- Bookkeeping or small accounting firms still chasing docs over email, Drive, or Dropbox
- Teams that lose hours every month to incomplete client packets
- Firms that want managed ops — not another $29 portal seat to configure alone
- Leaders who prefer an async teardown and written Pilot path over a sales Zoom
Probably not a fit
- Firms whose TaxDome (or similar portal) already covers chase end-to-end
- Teams shopping only for cheap DIY software with no managed layer
- Anyone expecting KickStart to give tax or accounting advice to your clients
Already on a portal but still email-chasing beside it? We can glue chase + digests without replacing your stack.
ROI calculator
Estimate hours recovered. Adjust to your firm — illustrative math, not a guarantee. If the number is meaningful, request a teardown and we’ll map Pilot vs Standard.
Est. monthly value recovered
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Pricing — managed retainer, not a seat license
You pay for a system that keeps running: templates, reminders, digests, and monthly optimization. If you only want DIY software, we’re not the fit.
Pilot
$1,500 setup
+ $697/mo
- Up to first 3 logos
- Monthly close + onboarding templates
- Reminders + staff digest
- Monthly optimization pass
Standard
$3,000 setup
+ $1,497/mo
- Default by client #4
- Multi-template packs
- Completeness tracker
- Annual prepay: 2 months free
Growth
$5,000 setup
+ $2,497/mo
- Multi-entity / multi-staff firms
- Custom checklist libraries
- Deeper tool glue
- Priority exception handling
How buying works
A short path designed for busy firm owners — no mandatory sales call.
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1
See the workflow
Open the interactive demo — sample firm, reminders, and the staff digest your team would get.
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2
Request a written teardown
Tell us how you chase docs today. We reply with a tailored assessment and Pilot options — async.
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3
Pay Stripe → onboarding
Complete the form after checkout. We provision Document Chase within 72 hours of a complete packet.
Clear boundaries
- No fake testimonials on this site
- No mandatory sales call
- We do not provide tax or accounting advice to your clients
- Not a full practice OS — we run document chase (and glue when you already have a portal)
Frequently asked questions
Straight answers for firm owners comparing managed chase vs portals and DIY tools.
What is Client Document Chase?
A managed service from KickStart Ai. We install and run document requests, automatic reminders, completeness tracking, and staff digests so bookkeeping firms stop chasing clients for missing documents by email.
Is Document Chase a TaxDome alternative?
No. Practice platforms are a full firm OS. Document Chase is for firms still collecting documents over email or shared drives. If your portal already covers chase end-to-end, you likely do not need us. If you still chase beside a portal, we glue chase and reporting.
How fast can we go live?
After Stripe payment and a complete onboarding form, we provision within 72 hours.
Who sends reminders to clients?
KickStart runs the reminder schedule. Your staff steps in for exceptions, client relationships, and work that is ready to start.
Do you store our clients’ tax files?
We operate the chase workflow and completeness tracking under the engagement terms in our MSA. We do not provide tax or accounting advice to your clients.
Who is Pilot for?
Pilot is the lightest entry: setup plus a managed monthly retainer for up to the first three client logos, templates, reminders, and a staff digest. Request an async teardown to confirm fit before you pay.
Start with an async teardown
Share your firm name, approximate client count, and how your team chases documents today. We will respond with a written Document Chase teardown and Pilot options — no call required.
Payment received — thank you. Complete onboarding (or email info@kick-start.ai) so we can provision within 72 hours.
Or email info@kick-start.ai · Open demo · View pricing