DocChase gives each client a simple upload page, sends automatic reminders on your schedule, and shows you exactly what's still missing. One dashboard. Every client. Every month.
14-day free trial · No credit card required
The Problem
How It Works
Build a checklist of what you need and send each client a magic link. No logins, no apps, no friction.
Request checklist
Your client sees exactly what's missing and uploads files in seconds. If they forget, DocChase reminds them automatically.
Reminder timeline
Open one dashboard and know who's done, who's in progress, and who needs a call. No more guessing.
Client status
Features
Create once, reuse monthly. Standard checklists for bank statements, receipts, invoices, and any custom document type.
Each client gets a branded upload page. No login, no app install. They click, see what's missing, upload, done.
Automatic email nudges until every item lands. Customize cadence, copy, and stop conditions.
Every client, every month, every outstanding document on one screen. Filter, sort, act.
Download organized files and status summaries formatted for your existing accounting workflow.
Encrypted uploads, time-bound magic links, email verification, and audit-ready document handling.
Pricing
Even solo bookkeepers save 10+ hours a month vs. email chasing. All plans include a 14-day free trial.
For independent bookkeepers with a handful of clients.
For growing firms that need visibility across every client.
For established firms with serious client volume.
FAQ