Stop chasing clients for documents.
Every firm knows the drill: the deadline is fixed, the W-2s aren't in, and someone on your team spends the morning writing 'just checking in' emails. Freestyle does the chasing, tells you the moment a file lands, and keeps every client's missing list current.
Download for macOS#1"Late and unprepared clients" is the top challenge firms report, ahead of staffing and software.Wolters Kluwer survey, 1,983 US firms
Feb 15and 40% of client W-2s can still be missing while the filing clock runs.Liscio
3–6 hrsof chase-work recoverable per client, per engagement cycle.Matabuild
Three chases Freestyle runs so your staff doesn't.
Hover each one to watch how it actually went.
Give it your client list once.
Freestyle keeps a per-client missing-documents list, watches the inbox and the upload folder, and follows up on your schedule, every email approved by you before it sends.
This one's real. Click the tabs, tick a todo, ask it something.
freestyle.
It watches the inbox and the upload folder all day.
Every few minutes Freestyle re-checks what each client still owes you. Files get logged the moment they land. Silence gets a follow-up on the cadence you set.
Every few minutesRe-checks the inbox and each client's upload folder.
A file lands, or doesn'tDocuments get checked off the missing list. Silence past your cadence queues a nudge.
You approve, it sendsEvery client email waits for your OK. Nothing goes out on its own.
Busy season, without the chasing.