Your firm shouldn't be chasing documents.
Crownlark is a fully managed service that follows up with your clients to collect outstanding documents — so your team can focus on the work that actually matters.
Every week, your team sends the same emails. Again.
Tax returns held up. Payroll delayed. Year-end accounts stalled — not because the work isn't done, but because a client hasn't sent their bank statements.
Document chasing is the single biggest operational drag in UK accounting practices. It pulls qualified staff away from billable work, creates deadline risk, and frustrates clients who feel nagged rather than served.
Hours lost per week
per member of staff to manual follow-ups
Deadlines missed
because documents arrive too late
Clients who feel chased
rather than supported
We chase your clients' documents for you. Professionally, persistently, and in your name.
Crownlark acts as an operational extension of your practice. We manage the entire document collection process — from the first polite request to the final follow-up — using your branding, your tone, and your name.
Your clients think it's you. Your team doesn't have to lift a finger.
Your team focuses on accounting.
Not inbox management.
Deadlines become predictable.
Documents arrive before they're critical.
Clients experience consistency.
Professionally timed, branded communications every time.
How It Works
Step 1 — You tell us what you need
Share your client list, the documents required, and your deadlines. We handle the rest.
Step 2 — We follow up on your behalf
Crownlark sends professionally written, sequenced follow-up messages from your domain. Clients see your firm's name, not ours.
Step 3 — Documents arrive. You get notified.
Clients upload directly to a secure portal. You're notified when each document lands. No chasing required from your side.
Built for practices that have outgrown ad-hoc chasing.
Crownlark is designed specifically for UK accounting firms with 10 to 50 staff — large enough to have real document volume, small enough that every hour of admin time counts.
General practice firms
handling tax returns, annual accounts, and payroll for SME clients.
Growing practices
where partners are still doing operational work they shouldn't be.
Firms approaching busy season
who need a reliable system before the crunch hits.
If your team is spending meaningful time chasing clients for documents, Crownlark will pay for itself.
Security & Compliance
GDPR-Compliant
All data handling is compliant with UK GDPR. We operate under a signed Data Processing Agreement with every client.
White Labelled
All client communications go out under your firm's name and email domain. Crownlark is never visible to your clients.
Secure
Files are stored securely and accessible only to your firm.
Built for UK practices
We understand the UK accounting calendar, HMRC deadlines, and how UK firm-client relationships work.
Transparent pricing. No surprises.
Crownlark is priced as a monthly managed service. Most firms see a full return on investment within the first month simply from hours of staff time recovered.
First 30 days completely free. No credit card required.
Start your free 30 days.
No software to install. No lengthy onboarding. We'll have your first document chasing sequence running within days of signing up.
We'll confirm Crownlark is the right fit before you commit to anything.