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Description
BilagPilot is a specialized platform designed for accounting and bookkeeping firms to streamline the process of collecting documents and following up with clients. By utilizing this platform, firms can significantly decrease the time dedicated to pinpointing missing receipts and necessary documentation, reaching out to clients, sending reminders, and monitoring outstanding items.
The platform seamlessly integrates with compatible accounting systems to highlight transactions or accounting entries lacking documentation. Accountants can evaluate these cases, formulate requests, and provide clients with a straightforward summary of the materials they need to submit. Clients are conveniently notified via email or SMS and can upload their documents through a secure link without the hassle of creating an account. Additionally, BilagPilot automates follow-ups for any pending requests and offers the accounting team a centralized dashboard to monitor document collection efforts across various client companies, enhancing overall efficiency and communication. With its user-friendly features, BilagPilot not only simplifies the documentation process but also fosters stronger collaboration between firms and their clients.
Description
MTD Chaser is an online tool specifically designed for UK accounting firms to manage reminders and deadlines related to Making Tax Digital for Income Tax. This platform allows practices to easily import client information via CSV, set up email alerts for quarterly updates and final declarations, and personalize both the timing and wording of messages that appear to come from the practice itself. Additionally, it has the capability to consolidate multiple due items into a single email for each client, reschedule weekend reminders to weekdays, and maintain an archive of all sent reminders. Clients are able to confirm their record submissions through a link in the email, enabling practices to monitor responses independently of the actual record receipts and identify clients who have not yet complied. MTD Chaser integrates seamlessly with various accounting software such as Xero, FreeAgent, and QuickBooks, but it is important to note that it does not handle tax filings with HMRC. This innovative solution aims to streamline deadline communications, eliminating the need for cumbersome spreadsheets and disparate email notifications, while enhancing efficiency for accounting practices. Ultimately, MTD Chaser empowers firms to maintain effective communication with their clients regarding tax deadlines.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Screenshots View All
No images available
Integrations
FreeAgent
Yes
QuickBooks Online
Yes
Sage Accounting
Yes
Xero
Yes
Integrations
FreeAgent
No
QuickBooks Online
No
Sage Accounting
No
Xero
No
Pricing Details
$149/month
Free Trial
Yes
Free Version
No
Pricing Details
£39/month
£39 per month per practice, with unlimited clients and up to 10 users. A 14-day free trial is offered without requiring a card.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Bjorvand Solutions
Founded
2021
Country
Norway
Website
bilagpilot.com
Vendor Details
Company Name
Doteli LLC
Founded
2026
Country
United States
Website
mtdchaser.co.uk
Product Features
Accounting Practice Management
Approval Workflow
No
Billing & Invoicing
No
Client Management
No
Client Portal
No
Document Management
No
Due Date Tracking
No
For CPA Firms
No
Project Management
No
Staff Management
No
Time Tracking
No
Product Features
Accounting Practice Management
Approval Workflow
No
Billing & Invoicing
No
Client Management
No
Client Portal
No
Document Management
No
Due Date Tracking
No
For CPA Firms
No
Project Management
No
Staff Management
No
Time Tracking
No
