Automatic follow-ups — zero manual chasing

Stop chasing clients
for files.

Send one link. Your client uploads. Chasely automatically reminds them until it's done — so you never write another “just following up” email.

Start free — no card requiredSee how it works
No client account neededSecure upload links30-second setup
chasely.co/dashboard
S
Hello, Sarah
Here's what your clients owe you today.
This week
Files collected+24%
1,284
Active requests+12%
18
Pending-8%
4
Completion+6%
94%
Collection rate+24% this week
MonTueWedThuFriSatSun

Chasing clients wastes hours every week

You shouldn't have to remind people three to five times just to get one file. Here's everything that's quietly draining hours from your week.

Clients forget (or ignore) your emails

You send it once… then again… then again.

Endless follow-ups

You become a full-time reminder machine.

Files come in late (or never)

Delays slow down your work and deadlines.

Scattered conversations

Files are buried across emails, chats, and attachments.

No clear tracking

You don't know who has submitted and who hasn't.

Repeating the same requests

You type the same message for every client.

How it works

Set it once. Chasely does the chasing.

Three steps to never sending a follow-up email again.

1

Send a request

Add what you need, set a deadline, and send your link.

2

Client uploads instantly

They open your link and upload files. No login needed.

3

Chasely follows up automatically

Reminders go out until everything is completed.

You don't follow up. Chasely does.

What used to take hours now takes seconds

Before
Send email
Follow up multiple times
Wait days for replies
Dig through messages for files
After
Send one request
Automatic follow-ups
Files collected faster
Everything in one place
Features

Everything you need to get documents — fast

Built to collect files from clients without the manual work.

Automatic follow-ups that get replies

Set it once. Chasely sends reminders until files are uploaded.

Secure upload links clients trust

Private, encrypted links sent directly to your client.

No logins — upload in seconds

No accounts, no friction. Just open and upload.

Request tracking dashboard

See exactly who has uploaded and who hasn't.

Smart deadline reminders

Chasely increases urgency as deadlines approach.

Organized file history

Every request and file neatly stored in one place.

Pricing

Simple pricing. No surprises.

Start free. Upgrade when you're ready — one flat price, unlimited requests.

Starter
$0 /month
Free forever
  • Up to 2 active requests
  • Automatic email reminders
  • Shareable upload link
  • No client login
  • Email delivery
Get started
Most popular
Pro
$39 /month
Billed monthly
  • Everything in Starter, plus
  • Unlimited requests
  • Ready-made request templates
  • Custom reminder schedule
  • Your branding on upload pages
  • Track who's uploaded and who hasn't
  • Download all files at once
Start free trial
FAQ

Frequently asked questions

Everything you need to know about collecting files with Chasely. Can't find what you're looking for? Reach out any time.

Do my clients need to create an account?+
What if a client ignores the request?+
How is this different from email?+
Are uploads secure?+
What happens after files are uploaded?+
Can I try it for free?+
Resources

Helpful guides for collecting client documents

Browse all guides
Tax Document Request Email to Clients (Templates + Checklist)

Tax Document Request Email to Clients (Templates + Checklist)

Copy-paste tax document request email templates for accountants — plus a client document checklist and a follow-up email that actually gets a response.

Jul 7, 2026Read more
Client Not Sending Documents? Here’s What to Do (Step-by-Step)

Client Not Sending Documents? Here’s What to Do (Step-by-Step)

Client not sending documents? Follow this step-by-step system to get responses faster without constant chasing.

Apr 16, 2026Read more
How to Get Clients to Send Documents on Time (Without Chasing)

How to Get Clients to Send Documents on Time (Without Chasing)

Learn how to get clients to send documents on time with clearer requests, deadline-based follow-ups, and a simpler upload process.

Apr 16, 2026Read more

Stop chasing clients today

Let Chasely handle the follow-ups so you can focus on your work.

Start free — no credit card required