Client Chaser for accountants

Stop chasing clients for their records

Polite reminders go out from your own email before each deadline. They stop as soon as a client replies, and every Monday you get one email listing who still owes you records.

  • £295, one payment, with no subscription
  • Nothing to pay until it is running in your own account
  • Your money back within 30 days if it is not saving you time
See the one minute demoAsk for a fixed quote

The one minute demo

These are real screens from our own test run on 11 November 2026, in Google Sheets and Gmail, with example clients.

  1. 1.Paste in your client list

    One row for each thing you are waiting for: the client, their email, what you need and the date you need it by. Paste it straight from your practice software or a spreadsheet.

    The Clients tab of the sheet with six example clients, the records needed and the date each is needed by

  2. 2.Test it on yourself, then go live

    The Chaser menu sends the reminders to you first, exactly as a client would see them. Nothing goes to a client until you choose Go live.

    The Chaser menu: Set up, Send test reminders to me, Go live, Pause or resume, Check for replies and send now, Send me the Monday list now, Switch off

  3. 3.Reminders go out from your own email

    Each client gets their own email, from your address and signed by you, a set number of days before their date. Two more follow, in the same conversation, only if they have not replied.

    A reminder email from Sam Carter at Demo Practice Accountants asking Priya for her income and expense records by Friday 27 November 2026

  4. 4.A reply stops the chasing

    Priya replied, so her row turned green and her reminders stopped. A wrong email address, a missing date or a bounced email turns the row amber, and nothing more is sent until you fix it.

    The Clients tab after a week: one client replied and is shown in green, three rows need a look and are shown in amber

  5. 5.One list every Monday

    Every Monday morning you get one email: who is still waiting, who replied this week, and who needs a look.

    The Monday email listing one client still waiting, one who replied, and three that need a look

What it costs

£295

One payment. We are not VAT registered, so that is the full price.

  • Our first five practices pay £195, in return for a short testimonial we can publish once you are happy with it.
  • Nothing up front. One invoice when it goes live in your account, payable by bank transfer within 14 days. If you never install it, you are never invoiced.
  • If it is not saving you time, tell us within 30 days of the invoice and we refund you in full.
  • Fixes are free for the first 30 days. After that a fix or small change is £49. There is no monthly fee.

How you get it

  1. Email us with roughly how many clients you chase and which deadlines. We reply with a fixed quote.
  2. Reply “yes, go ahead”. Within two working days we send your copy and a one page setup guide.
  3. Setup takes about ten minutes in your own Google Workspace account. You test it on yourself first.
  4. When you go live, we send one invoice.

You need Google Workspace, so your practice email is run by Google. Free gmail.com accounts are not supported.

Questions

Do you need our passwords?

No. You make your own copy and Google asks you to allow it in your own account. We never ask for a password, and you should never send us one.

Where does our client data go?

Nowhere new. Your client list and the reminders stay in your own Google account, and nothing is sent to us or to anyone else. We build and test on example clients only.

What can it do in our email?

Send the reminders and see who has replied. It cannot delete or change your email, and it can only open the one spreadsheet it lives in. You can take the permission away at any time in your Google Account.

What if a client is on holiday?

Automatic replies such as out of office messages do not count as a reply, so the chasing carries on. You can also mark any client as Received or Do not chase.

Can we change what the reminders say?

Yes. The wording sits in its own tab of the sheet, so you can edit it without touching anything technical. You can also set the timings, the sending hours and a daily limit.

What if it breaks?

Email support@reckonly.co.uk and we reply by the end of the next working day. Fixes are free for the first 30 days after you go live. After that a fix is £49, agreed before we start, and you pay nothing if we cannot fix it.

What if we stop paying?

There is nothing to stop. You pay once, there is no subscription, and the copy in your account is yours to keep.

We use Microsoft 365. Can we have it?

Not yet. Client Chaser works with Google Workspace today. Email us and we will tell you when the Microsoft 365 version is ready.

Get a fixed quote

Email support@reckonly.co.uk with roughly how many clients you chase and which deadlines. We reply by the end of the next working day. No call needed.

Ask for a fixed quote

Client Chaser is provided by MBridge Technologies Ltd, the company behind Reckonly. Company number 16708904, ICO registration ZC013807. Read the Client Chaser terms. Client Chaser is a reminder tool, not tax or accounting advice.

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