Stop chasing documents.
Your clients upload everything from one link. You see what's missing. DocChase reminds them for you — before and after the deadline.
No credit card. Set up your first request in under 10 minutes.
- 25MB
- per file, PDF/JPG/PNG
- 5 reminders
- per request, editable
- 1 click
- ZIP export per client
The month-end ritual shouldn't be an inbox search
Hours lost to follow-ups
Every missing receipt is another email, another WhatsApp message, another “did you see my last email?”.
Nothing to show the client
A spreadsheet tells you what is missing. It does not tell the client, in one place, with one upload button.
Deadlines that sneak up
Recurring filings live in someone's head until the week they are due. Then everything is urgent.
From “where is it?” to uploaded in three steps
DocChase is not another task manager. It is the shortest path between a client and the document you need.
- 1.
Pick a checklist
Start from a monthly close, annual tax or VAT template. Edit the items once, reuse them forever.
- 2.
Send one link
Choose the client and due date. They get a branded, expiring link — no login, no app.
- 3.
Watch the checklist fill
You see uploads live. Automatic reminders chase what is missing. Export everything to ZIP when you need it.
Everything a small practice needs. Nothing it doesn't.
One branded client link
Send a secure link per request. Clients upload PDFs, JPGs and PNGs from their phone. No account, no password.
See exactly what is missing
A live checklist per request shows uploaded, missing and optional documents. No more reconstructing email threads.
Reminders that do the chasing
Automatic emails at -7, -3, -1, due date and overdue, with editable tone and your branding.
Recurring deadlines
Monthly, quarterly and annual schedules create next month's request for you. Pause or resume anytime.
Looks like your practice
Your logo and color in the portal and reminder emails. Clients see your firm, not generic software.
Built for sensitive files
Expiring links, real file-type validation, tenant isolation, audit logs and ZIP exports per client.
A 60-second walkthrough
Create a request, open the client link and upload a document. The preview on the right shows the client view filling up as files arrive.
Prefer to try it yourself? The free trial includes seeded demo data and a mock billing provider, so you can click through the entire flow without a credit card.
Simple pricing, built for 1–10 person practices
Solo
$29/month
$290/year · 2 months free
- 50 clients
- 1 user(s)
- Branded portal and reminders
- ZIP export and audit log
Pro
Most popular$59/month
$590/year · 2 months free
- 250 clients
- 2 user(s)
- Branded portal and reminders
- ZIP export and audit log
Firma
$99/month
$990/year · 2 months free
- 1000 clients
- 5 user(s)
- Branded portal and reminders
- ZIP export and audit log
Prices in USD. 14-day free trial on every plan. Cancel anytime.
Not ready for a trial? Take the checklists.
Ten free document checklists for monthly close, annual tax, VAT, payroll and more. No spam.
Or start the 14-day trial and send your first request today.