Chaseless

Chaseless

BulkBrains
+
+

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About

Chaseless by BulkBrains is a client document collection and reminder platform designed to help teams stop manually chasing missing information. The software keeps client requests, due dates, statuses, ownership, and follow-up activity visible in one simple workflow. Teams can create client records, define required documents or details, assign deadlines, and automate reminder emails until items are received and approved. Chaseless helps replace scattered email chains, memory-based tracking, and spreadsheets with a cleaner system for managing outstanding requests. Staff can quickly see what is requested, submitted, approved, overdue, or coming due soon. Chaseless helps accountants, advisers, operations teams, and service businesses reduce repetitive admin, avoid missed follow-ups, and keep client work moving forward.

About

Engager.app is cloud-based practice management software for UK accountants and bookkeepers, built by accountants and bookkeepers to automate the firm, simplify task management, and increase profitability. It brings workflow, task management, client communication, engagement letters, proposals, pricing, e-signatures, checklists, forms, time tracking, dashboards, document templates, and a branded client portal into one connected platform. Engager helps firms ditch the chaos with smarter tools and sharper workflow, letting teams stay on top of deadlines, assign work in seconds, visualize work through Kanban boards, and let automated reminders handle the chasing so nothing gets missed. Its automated admin works 24/7, chasing records, reminding clients, and following up automatically, reducing awkward emails and wasted time. Firms can generate professional, compliant Letters of Engagement in minutes using custom templates and automation.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Chaseless is best suited for accountants, advisers, bookkeepers, operations teams, service businesses, small teams, client-facing firms, and administrative staff that need document request tracking, automated reminders, due dates, statuses, overdue visibility, client follow-up, and simple document collection workflows

Audience

UK accounting and bookkeeping firms that need practice management solution to automate admin, manage tasks, send documents, centralize clients, and streamline daily workflows

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

€19.99/month
Free Version
Free Trial

Pricing

$12.17 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

BulkBrains
Founded: 2022
Ireland
bulkbrains.com

Company Information

Engager.app
Founded: 2018
United Kingdom
engager.app/

Alternatives

Alternatives

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Socket

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Teknovate CRM

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Apptoto

Apptoto

Go-Cort

Categories

Categories

Integrations

Adfin
QuickBooks Online
Xero

Integrations

Adfin
QuickBooks Online
Xero
Claim Chaseless and update features and information
Claim Chaseless and update features and information
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Claim Engager.app and update features and information