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Site map for receiptchase.com
Every page we publish and every section of the home page, with a line explaining what you will find there. If you are hunting for one specific answer, start here.
Main pages
- HomeThe product in full: the cost of the document chase, how the chase engine works, features, measured results, practices using it, pricing and the request form.
- About the authorJimenez Julien, why he built a chase desk for bookkeepers, his field research, and the editorial and product standards he holds this site to.
- Site mapThis page: a linked index of every destination on the domain.
- Request receivedThe confirmation page you land on after sending the contact form, with reply times and what happens next.
Free tools, comparisons and working documents
- ReceiptChase compared with the tools bookkeepers evaluateThree honest comparisons for a practice that spends more time asking for bank statements and W-9s than it does posting them.
- ReceiptChase vs Content SnareReceiptChase is built for the repeating monthly document list of a bookkeeping practice, while Content Snare is a general client content and file collection tool used across many kinds of professional services work.
- ReceiptChase vs TaxDomeReceiptChase chases missing client documents and nothing else, while TaxDome is an all in one practice management platform built for tax and accounting firms that want portal, workflow and billing under one login.
- ReceiptChase vs KeeperReceiptChase starts from a standing list of documents a client owes you, while Keeper is built for bookkeeping teams working out from the books themselves and the questions the ledger raises during review.
- Free calculators for the paperwork side of bookkeepingTwo small tools that put a number on the part of the month you never invoice for.
- Chase Cost CalculatorPut a yearly dollar figure on the follow up messages you send to get statements, receipts and signed forms out of your clients.
- W-9 Chase PlannerTurn a vague sense of vendor gaps into a daily request rate you can actually staff before January 31.
- Resources for the paperwork side of a bookkeeping practiceFree tools, a working checklist and fair comparisons for practices that run on other people's documents.
- Month End Document Chase ChecklistThe four stages that get statements, receipts and forms in before your cutoff, written for a book of 10 to 60 monthly clients.
Home page sections
- The unbilled hoursFour concrete costs of chasing documents by hand, in hours, dollars and strained client accounts.
- How the chase runsThe four steps from writing a checklist template to a filed document, plus an example status board for one close week.
- FeaturesChecklist templates, nudge sequences, the no login client page, bank feed detection, automatic filing and the aging report.
- Measured resultsMedians across 268 practices: chase messages avoided, days off the close, hours returned and response rates.
- Practices using itThree named practices in Arizona, Missouri and Wisconsin, with the numbers they watch.
- PricingFreelance at $29, Practice at $79 and Firm at $169 per month, with what is included in each and the billing rules.
- FAQSix answers on cost per client, onboarding time, document storage, integrations, cancellation and getting non technical clients to upload.
- Request a demoThe form that reaches our team, and the direct email address if you would rather write.
Legal and policy
- Legal noticePublisher identity, company registration details, hosting, intellectual property, liability and applicable law.
- Privacy policyExactly which form fields we collect, why, how long we keep them, and your US state and GDPR rights.
- Terms of serviceSubscription terms matching the pricing table, cancellation, data ownership, availability and liability.
Contact and profiles
- jimenezjulien42@gmail.comDirect line to the publication director for demo requests, quotes, data requests and press questions.
- jimenezjulien.comThe author's own website and the other products published by MLJ, SASU.
- LinkedInProfessional profile of the publication director.
- X, @mljjulienShort product notes and release announcements.
The Ledger Tape magazine
- The Ledger TapeThe magazine index: nine reports on the craft, pricing and compliance of US bookkeeping practices, lead article first.
- The IRS Receipt Rules Behind Every Missing Document RequestWhat Section 274 and Publication 463 require on a receipt, when the $75 exception applies, and why a bank statement is not substantiation.
- A January 1099 Checklist for Bookkeepers With 40 ClientsA dated 1099 season checklist, from the November vendor ledger pull to the last recipient copy, with TIN matching and backup withholding.
- How to Run a Repeatable Month End Close Across 30 ClientsThe fixed sequence, published document cutoff and short exception list behind a close that lands on the same business day every month.
- Hourly, Fixed Monthly, or Per Transaction Bookkeeping PricingHourly, fixed monthly and per transaction fees compared on cash flow, scope control, collections and a client whose volume doubles.
- Chart of Accounts Mistakes That Make Every Close Take LongerDuplicate accounts, owner draws booked as expenses and the other structure errors that add hours to a close, plus a safe way to unwind them.
- Inside a Fourteen Month Catch Up Job for a Roofing ContractorA composite catch up engagement for a roofing contractor: scoped by transaction count, priced as a fixed fee, delivered in six weeks.
- Capacity Math for a Solo Bookkeeper: Clients, Hours, RealizationMinutes per transaction, the real billable week and the realization rate that decide how many client files one bookkeeper can carry.
- The 150 Hour Rule Is Loosening: What Small Firms Should Plan ForThe additional CPA licensure pathway states began enacting in 2025, and what it changes for hiring, mobility and staffing a small firm.
- Two Weeks Before March 15: Inside the Client Document ChaseA field report from the last fourteen days before the partnership deadline: what goes missing, which escalation works, when to extend.