Client document collection · Content Snare alternative · waitlist

Client document collection without the suite setup

No setup — we run your first chase for you. BookkeeperNudge is chase-only document collection for bookkeepers: short request lists, polite auto-reminders, magic-link upload. Not billing, CRM, or a full practice OS. Product still building — claim a free pilot (we run it by hand) or join the waitlist.

For solo and small-team bookkeepers who need month-end bank statements and receipts — not another all-in-one to configure.

Chase-only — no suite Magic link — no client login Free pilot while we build

Why client document collection beats inbox chasing

Email is a bad filing cabinet

Versions scatter. “I already sent that” becomes a ritual.

Chase hours aren’t billable

Every polite follow-up is time off the close.

Closes stall on missing PDFs

One bank statement can park a client. A list + nudges unblocks it.

Content Snare’s customer survey cites large drops in gather-time after using a collector (self-reported). Suites help — many solos still only wanted the chase piece and bounced off setup.

How document collection for bookkeepers will work

Same 1-2-3 once the product ships. During the free pilot, we run the chase for you — no suite to configure.

1

Build the short list

Bank PDFs, processor exports, receipts — only what you need for that client and period.

2

Send the magic link

Client uploads without creating an account. Reminders fire on a schedule you choose.

3

Files land where you work

During the pilot, uploads go straight to your Google Drive folder or email — we don’t keep copies. When the product launches, you’ll connect Drive/Dropbox or download a zip; status shows what’s still missing.

Content Snare alternative — chase-only

We’re early. Design choices, not customer counts. Need a full collector this week? Use Content Snare or your suite.

1

No setup taxWe run your first chase; no suite to configure.

2

Chase-onlyNot billing, CRM, or tax pipelines.

3

Magic linkClients skip another password.

4

Clear tiersSolo up to 15 active clients · Pro up to 40.

OptionWhat you getTypical costBest when
Email DIYManual follow-upsYour eveningsFew clients, endless patience
Content SnareFull document collectorFrom ~$35/mo annualYou need a collector now
TaxDome / full suitesFirm OS + portalFrom ~$800/seat/yearYou need the whole stack
BookkeeperNudgeChase layer + free pilotSolo $29 · Pro $59 /mo (waitlist)You want nudges without suite setup

Client document collection pricing Not live · waitlist

No setup — we run your first chase for you. Listed prices for when billing goes live. Claim a free pilot today; join the waitlist for launch.

Pro
$59 / mo
  • Up to 40 active clients
  • Everything in Solo
  • Priority onboarding at launch
  • Still chase-only — no suite upsell
Join the waitlist

Solo is priced under Content Snare’s ~$35/mo annual entry (public pricing Nov 2026) — our lead argument is still no suite setup, not a race to the bottom.

Claim a free pilot chase

Give us your messiest client checklist for this month-end. We’ll set the cadence and run the chase for you — free — while BookkeeperNudge stays on the waitlist.

Claim a free pilot

FAQ

Is this live software I can buy today?

Not yet. Waitlist + free pilot. Listed Solo/Pro prices show where we’re headed. Need a collector this week? Content Snare or your suite is the honest answer.

Where do uploaded files go?

Pilot: straight to your Google Drive or email — we don’t keep copies. Product: connect Drive/Dropbox or download a zip; you see outstanding items in the status view.

How do you handle security?

During the pilot, files go to the bookkeeper’s own Google Drive or email; we don’t retain copies. When the product launches: uploads encrypted in transit and at rest, auto-deleted after 30 days or on request, and only your firm sees them. We don’t claim security certifications.

What’s the free pilot, exactly?

One client’s document list + reminder cadence, run manually with you. Limited slots while we build. No card required.

Will clients need another login?

Plan is magic-link uploads — no client password. Pilot uses the simplest secure link we can share.

Is BookkeeperNudge a Content Snare alternative?

Content Snare is a strong full collector. We’re chase-only for bookkeepers who mainly need statements and receipts without suite setup. Compare features before you switch.

Stop chasing clients for bank statements.

Claim a free pilot — we run the first chase for you. Or join the waitlist for Solo $29 / Pro $59 when we launch.

Claim a free pilot