ComplyChase AI is a specialized client document chasing software designed for UK accountants and bookkeepers. It streamlines the process of collecting essential documents such as AML, VAT, Self Assessment, and year-end files. The platform offers secure upload links for clients, complete with expiry reminders and proof storage, eliminating the need for manual spreadsheet chasing.

• Automated Workflows: Automate your document workflows with AI-powered compliance tracking to ensure zero delays and missed deadlines.
• Secure Client Uploads: Clients upload documents through private, secure links without requiring them to create new portal passwords.
• AI-Assisted Extraction: AI suggests document types and expiry dates, which your team can then confirm before saving.
• Proof Vault: Store all client documents, notes, signed download URLs, and proof history in one secure location.
• Expiry Tracking & Reminders: Track expiring documents and automatically send reminders to clients before deadlines pass.
• Integrated Storage: Export confirmed proof into cloud folders like Google Drive, Dropbox, and planned OneDrive integration.
• Founder-Led Support: Receive support directly from the software developer, ensuring a personalized experience.
• Free Setup: Get free setup assistance for your first 10 clients, including configuration of templates and launching your first chasing workflow.

ComplyChase AI is built for UK accounting workflows, offering out-of-the-box support for AML, VAT, Self Assessment, and year-end document patterns. It provides a clean, reliable, and easy-to-trust system that keeps day-to-day work tidy, secure, and visible, allowing accounting professionals to spend less time hunting for proof and more time on core tasks. The platform ensures a professional client experience with clearer processes, better reminders, and a smoother upload path.