One client's missing tax documents, asked for politely until every one came back.
Drafted on schedule and ready to go. Short, friendly, one link.Drafted on schedule. Priya approved it and sent it at 9:00 am. Short, friendly, one link.
Hi Dana,
Thanks for sending your W-2 and 1099 so quickly. We just need three more things before we can start on your return:
Upload them all from one link, or just reply if anything is hard to find. We're happy to help.
Upload documentsSent. One friendly nudge, and nobody chasing by hand.
Reminders drafted by Paper Chaser on your schedule, always polite, and approved by a human before they go. Everything that comes back gets checked too.Example tracker. The client, firm, and documents are made up; this is how it runs once it's set up for you.
Every signature, form, and file you're waiting on, who owes it, and since when.
Short and polite, in your tone, for someone on your team to approve.
Each one a little firmer, without anyone keeping track.
Timestamped on the record, so the list is always the truth.
Connected the way you'd set up a new hire: only what the job needs.
It reads
Paper ChaserChecked by a personYou get
It never
Some replies aren't a document, but they are an answer. Those go to a human before another nudge is drafted.
Your call, and it's logged. A person decides when a chase stops.
Asked by Paper Chaser. An example; the names are made up.
