Works inside QuickBooks & Xero

Stop chasing clients for documents. Let the checklist chase them.

ChaseDesk pulls your client list straight from QuickBooks, sends each one a magic upload link — no login for them, and reminds them automatically until every document is in. You just watch the checklist fill itself.

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.

🔒 Encrypted in transit & at rest ⏱ Time-limited links 🗑 You control retention

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

6 of 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.

The month-end ritual, ended

Three steps, then it runs itself.

The worst part of the month isn't the books — it's the 20 follow-up emails to get the documents you need to do them. ChaseDesk turns that into a checklist that chases itself.

Connect QuickBooks

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

Clients get a magic link

Each client gets one link and a plain checklist. They upload from their phone — no account, no password, no "how do I use this portal" reply.

The checklist chases them

Automatic reminders go out on your schedule until every item lands. Your dashboard shows exactly who's missing what, across every client.

Pricing

One flat monthly price. Annual saves two months.

Priced under Content Snare, with the QuickBooks integration they make you pay their top tiers for. No per-document fees, no per-client creep.

Solo

$19/mo

or $190/yr — two months free

Up to 15 active clients
QuickBooks & Xero sync
Magic-link uploads, no client login
Automatic reminder schedules
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

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 difference.

ToolFromThe catch

ChaseDesk$19/moLives inside QuickBooks & Xero

Content Snare$35/moBroad & feature-heavy; integration on higher tiers

DocChase$12/moSimple, but no accounting integrations at all

FileInvite$829/moRepositioned to enterprise lenders

The questions that matter

Straight answers.

Is my clients' financial data safe?

That's the whole bar. 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. A full security page ships before day one.

Do my clients need an account?

No — that's the point. They get one link, see a plain checklist, and upload from their phone. No password, no portal to learn, no "I can't log in" email back to you.

When can I connect QuickBooks?

The integration is in final development and is 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.