Stop chasing clients for bank statements.

Each month, every client gets one link listing exactly what's still missing. ChaseList reminds them until it's all in. No client logins, no portals, no per-request limits.

We'll only email you about the ChaseList launch. Unsubscribe anytime. Privacy

Founding members: first 3 months at 50% off with code WAITLIST50. Built for solo & small US bookkeeping practices.

1. Pick the checklist

Bank, credit card, payroll, receipts — reuse a month-end template per client.

2. Client gets one link

No account, no password. They upload from their phone; items tick off automatically.

3. Reminders run themselves

Day 0, 3, 7, 14, then weekly — and they stop the moment everything is received.

Simple, flat pricing

14-day free trial, then $19/month (Solo) or $39/month (Pro) plus applicable tax, billed automatically every month until you cancel. Cancel anytime online; cancellation takes effect at the end of the current period. By starting a trial you agree to the Terms and Privacy Policy. For business use only.

Solo

$19/mo

Up to 25 clients. Unlimited monthly checklists & reminders.

Start 14-day free trial

Pro

$39/mo

Up to 75 clients, your logo & sending name, CSV import.

Start 14-day free trial

Why not Content Snare?

Content Snare is great — but its Basic plan caps you at 20 active requests ($35–42/mo) and 30 monthly clients pushes you to $71+. ChaseList does one job, month-end document chasing, for a flat price.

ChaseList SoloContent Snare Basic
Price$19/mo$35/mo (annual) – $42/mo
Clients / active requests25 clients, unlimited requests20 active requests
Client loginNone (secure link)None

Competitor pricing from contentsnare.com/pricing, checked Oct 2026. Content Snare is a trademark of its owner.

Security

Files encrypted at rest (AES-256) in an EU/US region, TLS in transit, links that expire and rotate, files auto-deleted 90 days after the period closes (configurable). We never sell or train on your data.