The Hendersons still haven't sent their W-2s.Ready
You asked 12 days ago. Their return is blocked, and March 15 doesn't move.
Freestyle for Accountants
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.
A calm check-in with the context and next step already assembled.
Scheduled check · Accountants
A useful update, already in context.
Freestyle checks in on the work you asked it to watch, then brings back only the next useful step.
Q2 estimates are due June 15 for 14 clients.Scheduled
Three of them haven't even paid Q1 yet. You'd normally find that out on June 13.
The Alvarez file just went complete.Scheduled
The last bank statement landed at 8:40am. You can start the return 6 days ahead of deadline instead of 6 hours.
Built around your actual work
Three chases Freestyle runs so your staff doesn't.
The Hendersons still haven't sent their W-2s.
You asked 12 days ago. Their return is blocked, and March 15 doesn't move.
Q2 estimates are due June 15 for 14 clients.
Three of them haven't even paid Q1 yet. You'd normally find that out on June 13.
The Alvarez file just went complete.
The last bank statement landed at 8:40am. You can start the return 6 days ahead of deadline instead of 6 hours.
From signal to next step
Freestyle does the checking. You decide the action.
- 01
The Hendersons' W-2s are 12 days late
Their return is blocked; March 15 doesn't move.
- 02
Drafted a softer third nudge with the upload link
In your wording, with the deadline spelled out.
- 03
Read it, hit Allow
Nothing reaches a client without this step.
- 04
Files landed the next morning
Instead of a scramble the week of the 15th.
Connected context
The tools already holding the details.
Gmail
Client threads
QuickBooks
Books & invoices
Xero
Ledgers & bank feeds
Drive
Upload folders
Calendar
Filing deadlines
Sheets
Missing-docs tracker
Slack
Team channel
1,200 more
Dropbox, DocuSign, Karbon and more through MCP
Frequently asked
Does Freestyle email clients automatically?
No. It writes the reminder and shows it to you with the client, the missing document and the wording. Nothing reaches a client until you approve that specific message.
How does it know a document arrived?
It watches the inbox and the client upload folder you connect, and checks items off the missing list as they land, so the list stays current without anyone maintaining it.
Can it follow up on our schedule rather than its own?
Yes. You set the cadence, say a nudge every five days until the file arrives, and Freestyle queues the draft when that line is crossed.
Which document sources can it watch?
Gmail, Google Drive, QuickBooks, Xero, Google Calendar, Sheets and Slack out of the box, plus around 1,200 more tools through MCP, including Dropbox, DocuSign and Karbon.
What does it cost?
Free is $0 forever: 50 agent runs a week, up to 5 scheduled tasks, and unlimited notes, todos and integrations, with no credit card required. Pro is $9 a month billed annually, or $12 monthly, and gives you unlimited agent runs and up to 20 scheduled tasks. Max, coming soon at $20 a month, will add frontier models with reasoning, deep research, and unlimited scheduled tasks. Pro starts with a 7-day free trial.
See the full breakdown on the pricing page.Desktop app
Busy season, without the chasing.
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