Accounting Firm Client Document Chase Tracker

Accounting Firm Client Document Chase Tracker is an offline app (one HTML file in a zip) for a bookkeeping or accounting office that waits every month for bank statements, sales invoices, purchase bills and payroll sheets. You set each client's standing list once. One tap creates the month's requests, the chase log records every message and promise, and the Chase today list shows who to contact now.

The problem it removes: The books cannot be closed because three clients have not sent their documents, and nobody remembers who was chased on which day or who promised a date. Chasing is done from memory and phone chats, so slow clients are chased too late and polite ones too often. This app keeps one record per document per month, spaces the chases for you and shows which clients are habitually late.

What is inside:

• Clients with contact, phone, service type, handler and status, plus the share of their documents that arrived late
• Standing document list per client with frequency and the day of the month it is due
• One tap creates this month's requests for every active client, without duplicating ones already made
• Chase log with channel, outcome and the date the client promised to send, so a promise is not chased before it is due
• Chase today list with a ready WhatsApp message for each request, plus promised, due soon and repeat offender lists
• A printable letter to the client listing the documents still needed, and a printable request list
• Example data you can load in one click, a Start here guide and an Honest limits panel
• JSON backup and restore, CSV export, and CSV import with a check of every row before anything is added

Who it is for: accounting and bookkeeping offices, tax agents and corporate service providers that collect documents from many small clients every month and chase them by phone and WhatsApp.

What it is NOT: It does not store the documents themselves, read email or send messages: WhatsApp opens with the message written and you press send. It does not know filing deadlines or tell a client what they must keep, and the due dates are the dates you enter. It is not an accounting system. It is not legal, tax or accounting advice, it is not connected to any government system, bank or messaging service, and it does not file or send anything by itself. UAE e-invoicing is not part of it.

Your data stays on this device in your browser. Back it up with Export; clearing browser data loses it otherwise.

Verified by us: scripted tests in Chromium (116 checks through the real screens: adding, editing and deleting records in every table, required-field messages, backup then clear then restore, CSV export then import, keyboard order, print layouts rendered to PDF, no horizontal scrolling at 375 and 1280 pixels, no network requests) and an independent recalculation by a separately written Python evaluator of 1426 calculated values (25 randomised rows plus the example data) with 0 mismatches. Not tested: Safari and Firefox beyond what is stated here, and no real printer was used (print layouts were checked as PDF).