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Self Assessment Season Chaser
Chases every Self Assessment client for their records from October to January, and tells you which returns are still to file
£25.00
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Client Records Chaser
Asks clients for the documents you need, chases politely until they arrive, then tells you who is still holding things up
£29.00
How you’ll receive this product
Available to download as soon as your payment is confirmed
This is delivered digitally. As soon as your payment is confirmed you will get a private link to your files on your order page. Keep the link to that page — it is where your purchase lives.
You receive
- Client Records Chaser — client-records-chaser.zip
- Secure Stripe checkout — we never see your card details
- Your files appear on your order page the moment payment clears
About this product
Half of an accountant's week is waiting for someone else's paperwork. This does the asking and the chasing, so the only clients you have to think about are the ones who ignore four emails.
You add a row for each thing you are waiting for: who, what you need, what it is for, and when you asked. On that date it sends the request. Seven days later, a reminder. Fourteen days, another. Twenty-one days, a firm final chase that says what is at stake. At twenty-eight days it stops chasing the client and emails you instead, with everything you need to pick up the phone.
If a client falls behind, it does not fire three reminders at once - it sends the one that fits where things stand. The moment you put Received in the Status column, it stops for good. It never sends the same chase twice, however many times it runs.
Features
- Sends the first request on the day, then chases at 7, 14 and 21 days - all intervals yours to change
- Hands over to you after 28 days, with who, what and when, so you know exactly what to chase
- Put Received in the Status column and it stops at once
- Tells the client what it is for and when it is needed, in every message
- Can do chasing only, if you would rather make the first request yourself
- Every message is recorded against the client, the deadline and its date, so nothing is sent twice and next quarter's reminders are new ones
- Starts in test mode - everything comes to you until you say otherwise
- Warns you when a deadline lands on a weekend or bank holiday, and names the working day before
- The wording lives on a tab in the sheet, so you change it without touching code
- Runs inside your own Google account. No client data is sent to us or to anyone else
Product questions
No. It works out the deadlines and sends reminders. It does not submit anything to HMRC or Companies House - you or your clients still do that.
A Google account - a free Gmail account works, and so does Google Workspace - and Google Sheets in your web browser. Nothing is installed on your computer.
Open a new Google Sheet, go to Extensions > Apps Script, paste in the script from your download and run install once. It builds the tabs, the settings and the daily schedule for you. The setup guide shows every click.
No. Test mode is on when you install it: every message comes to you first, marked [TEST], with a line saying who it would have gone to. You switch test mode off in the Settings tab when you are happy with it.
Google asks you to approve any script that reads your sheet or sends email from your account. Because the script runs in your own account rather than as a published app, Google shows its standard warning screen. The setup guide explains each button.
No. Everything stays inside your own Google account. The script cannot contact any other website, and we never see your sheet or your emails.
It stops at 50 a day unless you change that in Settings. Google's own limit is about 100 recipients a day on a free Gmail account and 1,500 on Google Workspace.
No. You pay once. It runs on Google's free Apps Script service in your own account, so there is nothing to renew.
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