01
Make the request clear.
Add a client and tailor their checklist. Create a fresh monthly request without carrying last month’s approvals forward.
BUILT FOR SMALL BOOKKEEPING FIRMSLess chasing.
Less chasing.
More ready.
Your clients’ paperwork shouldn’t run your month. Bring checklists, missing items and thoughtful follow-ups into one calm workspace.
Free early access No credit card Your folders, your filesYOUR MONTH, AT A GLANCEILLUSTRATIVE DEMO
Good Books StudioNovember
CLIENT READINESS
A clear view.
A better starting point.
5Clients
1Ready to start
3Waiting on clients
FFFern & Field StudioReady to start
NCNorthstar CoffeeNeeds review
ADAtlas Design Co.Waiting on client
Private practice workspace
That’s one less thing to chase.All five checklist items reviewed.
One checklist per client, per monthReminders with only what’s missingKeep your existing document folders
THE WORK BEFORE THE WORK
From “just following up”
to “ready to start.”
A focused workflow for the part of bookkeeping that happens before you open the books.
02
Give a considerate nudge.
Prepare an email or WhatsApp draft with just the missing items. Review it, send it yourself, and log the follow-up.
03
Review what comes back.
Clients can mark documents as sent through their checklist link. You review the files and approve each item when it is ready.
YOUR PROCESS, WITH LESS FRICTION
Keep the folders.
Lose the guessing.
CloseChase tracks whether an item is missing, received or reviewed. Your documents stay in the secure folders you already use.
- Private saved workspace, with verified sign-in
- Client checklist links that expire and can be revoked
- Monthly reports and portable backups
- No advertising in the client workspace
NOVEMBER · FERN & FIELD STUDIOThe right things.
The right things.
In the right place.
Bank statementsApproved
Sales invoicesApproved
Purchase receiptsReceived
Payroll summaryStill needed
Received is a handoff. Approved means you checked it.
START WITH A REAL MONTH
Small practice.
Thoughtful tools.
Try the first release free. Help shape the workflow before paid subscriptions launch.
EARLY ACCESS
Your first CloseChase workspace
Freeduring the launch pilot
One owner. Up to 150 clients. Monthly checklists, client links, reminder drafts, reports and backups.
Create your workspaceSecure sign-in required. No card requested. No automatic billing.Help us build what you’ll keep using.
Planned starter pricing is ₹1,499/month in India or US$49/month internationally. Pricing is an experiment, not an active subscription offer.
Team access and automatic email sending are not enabled. Razorpay subscriptions are being prepared; checkout stays closed until merchant setup and testing are complete.
Tell us about your practiceA FEW GOOD QUESTIONS
Clear from the start.
Does CloseChase send messages automatically?
No. It prepares a draft containing outstanding items. You open it in email or WhatsApp, review it and send it. A separate action logs the reminder after sending.
Where are my client documents stored?
CloseChase stores client details, checklist statuses, notes and folder links in your private workspace. It does not upload or store the source documents. Use your existing secure folder provider for those files.
Do clients need an account?
Once public access is enabled, clients can use a private checklist link without signing in. Treat that link like a key: anyone with it can see that checklist. Links expire in 30 days and can be revoked.
Is “ready to start” an accounting approval?
No. It means every checklist item has been marked approved by the workspace owner. It does not certify the books, a tax filing, legal compliance or the accuracy of the documents.
Can I take my data with me?
Yes. Download a monthly CSV report or a complete JSON backup from Practice settings. A backup can be restored into your workspace after you review the replacement warning.
PRACTICAL PLAYBOOKS
Better requests start with better habits.
Original checklists, reminder sequences and handover guides for small bookkeeping teams.
MAKE ROOM FOR THE ACTUAL BOOKKEEPING