How is this different from the client portal I already have?

Be honest — does anyone actually use it? A portal asks your client to create an account, remember a password, and log in before they can help you. ChaseDesk has no login for your client: one link, a plain checklist, upload from the phone. Nothing to remember, nothing to reset, nothing to ignore.

Do my clients need an account or a password?

No — that's the point. Each client gets one link, sees a plain checklist, and uploads from their phone. No password, no portal to learn, no 'I can't log in' email bouncing back to you.

What documents can I collect with ChaseDesk?

Whatever you chase today: bank and credit-card statements, 1099s, payroll summaries, receipts, mileage logs, signed engagement letters. You build a per-client checklist from a reusable template, and every item tracks its own status.

What does ChaseDesk cost?

$19/mo for solo bookkeepers (up to 15 active clients) and $39/mo for firms (unlimited clients, up to 5 seats). Annual billing saves two months. It's flat — no per-document fees and no per-client creep. Founding accounts lock the price for life.

Lives inside QuickBooks & Xero

Collect every client document — without being the one who nags.

Q: Is my clients' financial data safe?

That's the whole bar. ChaseDesk is being built so that documents are encrypted in transit and at rest, upload links are time-limited and single-purpose, and you set how long files are kept before automatic deletion. Nothing is being collected or stored yet — a full security page ships before day one.

Q: When can I connect QuickBooks, and are you affiliated with Intuit or Xero?

The QuickBooks and Xero integration is in final development, and it's the reason to join now: connect (or leave your email) and you're first in line with the founding price locked. We'll email you the day it opens — nothing else. ChaseDesk is an independent product, not affiliated with or endorsed by Intuit QuickBooks or Xero; those are the tools it plugs into.

ChaseDesk is document-collection software for solo bookkeepers and small firms. Pull your client list from QuickBooks or Xero, send each client one upload link — no login, no portal to learn — and let auto-reminders chase every bank statement, 1099, and receipt until your checklist is full.

The worst part of the month was never the books. It was the 20 “just following up” emails to get the documents to do them.

That email doesn't look right — please check it and try again.

✓ You're on the early-access list. We'll email you the day it opens.

Being built to: 🔒 encrypt in transit & at rest ⏱ time-limit every link 🗑 let you set retention

Acme Contracting LLC2025 year-end · books close in 4 days

6 / 9 IN

DOCUMENTS RECEIVED67%

✓Bank statements — DecReceived

✓Credit-card statementsReceived

✓Payroll summary Q4Received

!1099 contractor formsReminder sent ×2

!Vehicle mileage logReminder tomorrow

⚡Auto-reminders on — ChaseDesk follows up so you don't have to.

In your comparison tab right now: Content Snare · FileInvite · DocChase · that folder of “gentle reminder” emails

The month-end ritual, ended

Three steps, then it runs itself.

Ask a solo bookkeeper what eats their month and it's not the reconciling — it's the send-a-request, wait-a-week, follow-up, wait-another-week, get-half-of-it cycle. One clocked six hours of chasing in a single month — a whole client's fee, gone to follow-ups. ChaseDesk turns that cycle into a checklist that chases itself.

Connect QuickBooks

ChaseDesk reads your client list from QuickBooks or Xero — no re-typing names into another spreadsheet. Pick who owes what from a reusable template.

Clients get one link

Each client gets a single upload link and a plain checklist. They upload from their phone — no account, no password, none of the “how do I log into this portal” replies. You know the portal nobody uses. Not this.

The checklist chases them

Reminders go out on your schedule — specific and per-document, not a generic “just checking in.” Your dashboard shows exactly who's missing what, across every client.

Pricing

One flat price. Annual saves two months.

Priced under the tools built for everybody, with the QuickBooks and Xero sync they tuck behind their higher tiers. No per-document fees. No per-client creep. And it's on the page, not behind a “request a quote”.

Solo

$19/mo

or $190/yr — two months free

Up to 15 active clients
QuickBooks & Xero sync
One-link uploads, no client login
Per-document auto-reminders
Missing-items dashboard

Firm

$39/mo

or $390/yr — two months free

Unlimited clients
Up to 5 team seats
Everything in Solo
Reusable request templates per client type
Custom retention & deletion policy

$19–39/mo · billed monthly or annually · cancel anytime · no per-document fees

Founding accounts lock this price for life. No card today — connect your QuickBooks (or leave your email) and you're first in line when it opens.

How it compares

The integration is the whole point.

ToolFromWhat you're really weighing

ChaseDesk$19/moLives inside QuickBooks & Xero; clients upload with no login

Content Snare~$35/moBroad & feature-heavy; accounting sync sits on higher tiers

DocChase~$12/moCheaper, but no QuickBooks or Xero integration at all

FileInviteEnterpriseRepositioned upmarket to lenders; quote-based pricing

Competitor prices are approximate and change often — check their sites for current plans. ChaseDesk is not affiliated with any tool listed.

Before you hand a stranger your clients' paperwork

The things you'd ask me on a call.

How is this different from the portal I already have?

Be honest — does anyone use it? A portal asks your client to make an account, remember a password, and log in before they can help you. ChaseDesk asks them to tap a link. One checklist, upload from the phone, done. Nothing to remember, nothing to ignore.

Is my clients' financial data safe?

That's the whole bar — and it's the bar ChaseDesk is being built to. Documents will be encrypted in transit and at rest, upload links time-limited and single-purpose, and you'll set how long files are kept before automatic deletion. To be plain: nothing is live yet, so no client document is being collected or stored today. A full security page ships before day one.

Do my clients need an account or password?

No — that's the point. One link, a plain checklist, upload from their phone. No password, no portal to learn, no “I can't log in” email bouncing back to you.

What documents can I collect?

Whatever you chase today: bank and credit-card statements, 1099s, payroll summaries, receipts, mileage logs, signed engagement letters. Build a per-client checklist from a template; each item tracks its own status.

What does it cost?

$19/mo solo (up to 15 clients), $39/mo for firms (unlimited clients, 5 seats). Annual billing saves two months. Flat — no per-document fees, no per-client creep. Founding accounts lock the price for life.

When can I connect QuickBooks?

The integration is in final development — the reason to join now. Connect (or leave your email) and you're first in line, founding price locked. We'll email you the day it opens, nothing else. ChaseDesk is independent, not affiliated with Intuit or Xero.

Close the month on the books, not the inbox.

Be first on ChaseDesk when the QuickBooks & Xero integration opens — founding price locked, no card today, one email at launch.

That email doesn't look right — please check it and try again.

✓ You're on the early-access list. We'll email you the day it opens.