Stop writing “just following up.”
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.
Free during early access · No credit card required
Missing Items
March 2026Reminder sent to Cedar & Co
5 missing items, auto-reminder #2
The problem
You didn't start a firm to write “just following up” 20 times a month.
Same ask, different client. Half never reply. The other half send the wrong files.
Drive, Dropbox, email, text messages. You can't tell what's missing without checking each one.
Clients haven't sent statements. Books sit open. The next month starts before the last one closes.
How it works
Three steps. Zero chasing.
Send a request
Build a checklist of what you need and send each client a magic link. No logins, no apps, no friction.
Reminders do the chasing
Your client sees exactly what's missing and uploads files in seconds. If they forget, DocChase reminds them automatically.
Close the books
Your dashboard shows every client, every document, every gap at a glance. Export straight into QuickBooks or Xero.
Features
Built for how bookkeepers actually work.
Request Templates
Create once, reuse monthly. Standard checklists for bank statements, receipts, invoices, and any custom document type.
Magic-Link Portal
Each client gets a branded upload page. No login, no app install. They click, see what's missing, upload, done.
Smart Reminders
Automatic email nudges until every item lands. Customize cadence, copy, and stop conditions.
Missing Items Dashboard
Every client, every month, every outstanding document on one screen. Filter, sort, act.
QuickBooks & Xero Ready
Download organized files and status summaries formatted for your existing accounting workflow.
Secure by Default
Encrypted uploads, time-bound magic links, and audit-ready document handling.
Pricing
Simple plans. No surprises.
Even solo bookkeepers save 10+ hours a month vs. email chasing. All plans include a 14-day free trial. Join the waitlist to lock in founding-member pricing for life.
Solo
For independent bookkeepers with a handful of clients.
- Up to 15 active clients
- Unlimited request templates
- Automatic email reminders
- Client upload portal
- CSV export
Firm
For growing firms that need visibility across every client.
- Up to 75 active clients
- Everything in Solo
- Up to 3 team members
- Priority reminders & escalation
- Branded client portal
- QuickBooks / Xero status sync
Practice
For established firms with serious client volume.
- Unlimited clients
- Everything in Firm
- Unlimited team members
- SMS reminders
- API access
- Dedicated onboarding call
FAQ
Common questions.
Email buries requests and gives you zero visibility. DocChase gives each client a clear checklist, sends reminders automatically, and shows you a live dashboard of what's still missing.
No, and that's the point. DocChase does one job well: collecting missing documents. It works alongside Financial Cents, Karbon, QuickBooks, Xero, or whatever you already use.
Magic links remove all friction. No signup, no password, no app to install. Most clients upload within 24 hours of the first reminder.
No. Clients receive a magic link. No sign-up, no password, no app. They click, see what's missing, drag and drop files, done.
Absolutely. Set your cadence, customize the email copy, and choose when reminders stop. You can also trigger a manual nudge anytime.
Yes. All files are encrypted in transit and at rest. Upload links are unique, time-bound, and non-guessable. Your clients' data stays protected.
PDFs, images (JPG/PNG), spreadsheets (XLS/CSV), and common document formats. Generous per-file limits and no cap on total storage in paid plans.
Plans start at $19/month for solo bookkeepers. No hidden fees, no contracts. Cancel anytime. Founding members lock in current pricing for life.