Paperwren chases your clients for the documents you need. It sends one polite email per client, follows up on a schedule, and ticks off each upload, so your team can get on with the actual work.
Every practice knows the routine, and it gets worse in the run-up to the 31 January Self Assessment deadline.
"Just checking you saw my last email…" Sent by hand, to client after client, week after week.
Who's been asked? Who's replied? What's still missing? It's all in someone's inbox or someone's head.
The clients who need chasing most are the ones who slip through, until it's urgent.
Four steps. Your team sets it up once and steps in only when it matters.
Add clients and the documents you're waiting for to one simple sheet, with a due date for each.
Each client gets a single email listing everything outstanding, the deadline and a secure upload link.
When files arrive they're matched to the right request automatically. Anything unclear is flagged for your team. It never guesses.
If a client still hasn't responded, or a deadline is close, your team gets an alert. Every Monday you get a summary.
The default schedule. You can change every step, and nothing is ever sent at weekends or on UK bank holidays.
PaperC007_P60_...C007_BANK_...C007_RCPT_...Example email with a fictional client. You write the wording and tone in your own words.
Runs on your practice's own Gmail, Google Drive and Google Sheets.
Clients see one tidy list, not a pile of separate requests.
Friendly to start, firmer only when needed. No guilt-tripping, just exactly what's needed and by when.
Due dates on non-working days are handled sensibly, and reminders wait for a working day.
See every email that would be sent, delivered to your own inbox, before any client receives one.
Every email sent and every file received is logged, so you can always see where things stand.
Built-in safeguards stop duplicate emails, even if something is retried.
Every Monday: what's overdue, what's due soon, what's arrived, and who needs a personal call.
No. Clients get a normal email with a link to upload their documents.
From your practice. Paperwren sends through your own email account, so clients see your name and replies come back to you.
Yes. The email templates and the timing of each reminder are settings your team can edit, with no technical knowledge needed.
Paperwren only ticks off a document when it can match it with certainty. Anything it can't match goes on a list for your team to check. It never guesses.
Your client list and documents stay in your practice's own Google account. We'll go through data protection with you, including a data processing agreement, before any real client data is used.
Paperwren currently runs on Google Workspace. If your practice uses Microsoft 365, get in touch. We'd like to hear from you.
Book a demo and we'll talk through pricing for a practice of your size.
A short call where we show it working, answer your questions, and talk about whether it's a fit.
Prefer email? hello@paperwren.co.uk