Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Chaseless by BulkBrains is a lightweight document collection and client follow-up platform built for teams that repeatedly request paperwork, details, or responses from clients. The platform gives staff one place to track each client, the items requested, due dates, statuses, ownership, and reminder activity. Instead of relying on email threads, spreadsheets, and memory, Chaseless keeps outstanding requests organized and visible. Teams can create a client, list the documents or information needed, assign deadlines, and choose how often reminder emails should be sent. Automated reminders reduce the need to manually write the same follow-up messages over and over. Staff can move items from requested to submitted to approved so everyone understands what still needs attention. Chaseless also provides quick visibility into overdue items, missing responses, and upcoming deadlines. The workflow is designed for non-technical users and small teams that need structure without a bloated enterprise system. Chaseless helps teams spend less time chasing documents and more time progressing client work.
Description
Engager.app is a cloud-based platform specifically designed for accountants and bookkeepers in the UK, developed by professionals in the field to streamline firm operations, enhance task management, and boost profitability. The software integrates various features, including workflow management, client communication, engagement letters, proposals, pricing options, e-signature capabilities, checklists, forms, time tracking, dashboards, document templates, and a personalized client portal, all within a single cohesive system. By utilizing Engager, firms can eliminate disorganization through advanced tools and improved workflows, allowing teams to meet deadlines effectively, assign tasks rapidly, visualize projects using Kanban boards, and let automated reminders manage follow-ups to ensure nothing is overlooked. Its continuous automated administrative features work around the clock, handling record requests, client reminders, and follow-ups autonomously, which minimizes unnecessary emails and saves valuable time. Additionally, firms can effortlessly create professional and compliant Letters of Engagement within minutes by leveraging customizable templates and automation. This innovative approach not only enhances efficiency but also empowers firms to focus more on delivering quality services to their clients.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Adfin
QuickBooks Online
Xero
Pricing Details
€19.99/month
Free Trial
Free Version
Pricing Details
$12.17 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
BulkBrains
Founded
2022
Country
Ireland
Website
bulkbrains.com
Vendor Details
Company Name
Engager.app
Founded
2018
Country
United Kingdom
Website
engager.app/
Product Features
Appointment Reminder
Appointment Scheduling
Calendar Management
Call Reminders
Email Reminders
Online Booking
Payment Reminders
Recurring Appointments
Rescheduling
SMS Messaging
Two-Way Messaging
Product Features
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking