Year End Chase List.
Already built.
Our idea search suggested this for small accounting firms, then checked it against what already exists. The search found it covered, so we dropped it.
Is there already an app for Year End Chase List?
- Verdict
- Already built
- Why we dropped it
- SmartVault and Mailpro already send tracked document checklists with automated reminders.
- What the search found
- SmartVault smartvault.com
Sends secure trackable document checklists with automated reminders and mobile upload.
- SmartVault smartvault.com
- Found while researching
- Ideas for small accounting firms, 23 September 2026
Treat this as a strong first pass, not a final verdict. Open the link and judge for yourself.
Taken does not mean closed.
The broad version of this idea exists. A narrower one, for a specific buyer, city or step in the work, might not. Run the free search with what you know and who you can reach. It drops what is taken and shows what is still open.
Still open for small accounting firms
These survived the same search.
Handover Notes
A structured handover record for each client that captures open items, quirks and history so a colleague can pick up the file without a phone call.
Fee Quote Tracker
Quotes a fixed fee, tracks time against it, and flags clients that are quietly unprofitable before the year ends.
No Login Document Chase
A chaser that lets clients upload documents from a link without creating an account or logging into a portal.