Bookkeeping tools
Document Chase helpers for bookkeeping firms: client document lists, missing-file reminder copy, and ROI vs retainer pricing. Payroll math (mileage, overtime) is a separate section — not mixed into the chase-checklist intro. Nothing auto-sends. Not maker or robotics tools.
All tool collections · Document Chase product
Document Chase
3 tools
Client Document Checklist
Build a monthly close, onboarding, or year-end client document list. Print or PDF in your browser — free, no signup.
- Monthly, onboarding, year-end
- Print, PDF & Markdown
Missing Document Email Template
Generate a polite first ask plus Day 2, 4, and 6 reminders for missing bank PDFs. Copy into Gmail — nothing auto-sends.
- Day 0 / 2 / 4 / 6 sequence
- Pause, wrong-file & SMS tabs
Document Chase ROI Calculator
Estimate how much staff time your firm spends chasing client documents, then compare against Document Chase list prices.
- Hours × rate × clients
- Compare vs list prices
Payroll math
Coming later
IRS Mileage Log
Split-year IRS rates and a simple log. Not GPS tracking and not tax advice. Paid PDF later — not a Document Chase SaaS.
- Dated IRS table
- Bookkeepers only
Overtime Regular-Rate (FLSA)
Weighted overtime and bonuses in the regular rate. Not Gusto’s paycheck head term. Not legal advice.
- Zero tokens
- Payroll PDF later
Can I request a feature or report a bug?
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