Stop chasing clients
for documents.
DocChase sends the request, reminds your clients for you, and shows you exactly what’s still missing — so you can close the file instead of writing “just following up” for the tenth time.
14-day money-back guarantee · Clients never need an account
Dashboard
Where every engagement stands
Year-end accounts
Bright & Co
Overdue1/4Q2 VAT return
Acme Ltd
Waiting2/4January bookkeeping
Harbor Studio
Complete3/3Expense receipts
Delford LLP
Waiting0/2
If you collect documents from clients, you know the drill.
You send the list. Then you wait. Then you send the “did you get my email?” follow-up. The bank statement comes through on WhatsApp, the receipts land in your inbox, one form never shows up at all — and the whole file sits stuck because of a single missing document.
So you keep a spreadsheet of who sent what, you re-send the same reminders by hand, and you chase the same three clients every week. Multiply that by your whole book during tax season, and “chasing documents” quietly becomes a part-time job you never signed up for.
Every hour you spend chasing is an hour you can’t bill.
Three steps. Then DocChase does the chasing.
Set up in minutes. Save hours every week.
Create a request
Pick a client, list the documents you need, and hit send. Setup takes under a minute.
We chase, so you don't
Your client uploads via a private link — no account needed. DocChase sends automatic email and SMS reminders until everything's in.
See what's missing at a glance
A live dashboard shows received, missing, and overdue across every client. You always know exactly what's holding up which file.
One link. No logins for your clients.
The #1 reason clients don't send documents is friction. DocChase gives each client a single link — no account, no password, no app to download. They open it on their phone, upload what you asked for, and they're done. Everything lands in one organized place instead of scattered across email, text, and WhatsApp.
Q2 VAT Return
- Q2 VAT returnUploaded ✓
- January bank statementsUploaded ✓
- Expense receiptsMissingTap to upload
Reminders that chase so you don't have to.
Set the cadence once and forget it. DocChase follows up by email and SMS on a schedule you control, nudging clients about exactly what's still outstanding — and it stops automatically the second their request is complete. No more re-typing “just checking in.”
Reminder schedule
Acme Ltd · Q2 VAT Return
- Request sentDay 0
- Reminder 1 — email + SMSDay 3
- Reminder 2 — email + SMSDay 6
- Complete — reminders stopDay 7
Cadence is yours to set per request.
Know exactly where everything stands.
Open DocChase and see your whole book at a glance: who's complete, who's waiting, who's overdue. Overdue files surface to the top, so the thing that needs your attention is the first thing you see. No more cross-referencing a spreadsheet to figure out what's blocking a return.
Dashboard
Where every engagement stands
Year-end accounts
Bright & Co
Overdue1/4Q2 VAT return
Acme Ltd
Waiting2/4January bookkeeping
Harbor Studio
Complete3/3Expense receipts
Delford LLP
Waiting0/2
See it work before you pay a cent.
There’s no free trial — but there’s no guesswork either. Click through a real, working demo right here: create a sample request, watch a client “upload,” and see the dashboard update. It’s the whole product, with example data, no signup required.
Q2 VAT Return
Acme Ltd
- Q2 VAT returnReceived
- January bank statementsReceived
- Expense receiptsMissing
- Payroll summaryMissing
Tip: open the tab and add a file — watch the status update here instantly.
Built for the way accountants actually work.
Made for document collection, not a bloated suite.
No CRM you didn't ask for, no learning curve, no per-seat pricing games. DocChase does one job — getting documents out of your clients — and does it cleanly.
Your clients will actually use it.
No account, no portal login to reset, no friction. If your client can open a link and tap “upload,” they can use DocChase. That's the difference between documents that arrive and documents that don't.
Pay-first, but the risk is on us.
We don't hide behind a trial that quietly converts. You pay up front and you're covered by a 14-day money-back guarantee — if DocChase doesn't save you time, get a full refund, no hoops.
“I built DocChase because I watched accountants lose entire evenings chasing clients for the same documents, every single month. This is the tool I wished they’d had. If it doesn’t save you time, the money-back guarantee means you lose nothing trying it.”
Simple pricing. Cancel anytime.
Plans from $29 to $99/month — pick by how many active requests and reminders you need. Pay monthly or save with annual (about two months free). No free trial, 14-day money-back guarantee, cancel yourself in two clicks.
Starter
For solo practices getting started.
$290 billed yearly
Get started- Up to 15 active requests
- Email reminders included
- 100 SMS reminders / month
- Unlimited clients & uploads
- Status dashboard
Pro
Unlimited active requests, built for tax season.
$590 billed yearly
Get started- Unlimited active requests
- 500 SMS reminders / month
- Unlimited clients & uploads
- Custom reminder cadence
- Firm name on the upload page
- Priority email support
Firm
Higher volume and SMS, priority support.
$990 billed yearly
Get started- Everything in Pro
- 2,000 SMS reminders / month
- Higher sending volume
- Priority support
14-day money-back guarantee. Pay upfront, and if DocChase isn’t for you, cancel within 14 days for a full refund — no questions, no hoops.
Questions, answered plainly
Is there a free trial?
No. DocChase is pay-first, but you're covered by a 14-day money-back guarantee — if it's not for you, get a full refund, no questions. You can also click through the live demo before you buy.
Do my clients need an account?
Never. They get a link, upload their documents, and they're done. No signup, no password.
What if a client still won't send their documents?
DocChase keeps reminding them by email and SMS on your schedule, and you can send a manual nudge any time. You'll always see who's outstanding so you can follow up the rest your way.
Is my clients' data secure?
Files are stored securely and each client link is private. You control what you ask for and can close a request once you've got everything.
Can I cancel whenever I want?
Yes — cancel yourself in two clicks from settings. No emails to support, no retention maze.
Do reminders go out by both email and SMS?
Yes. Email is included on every plan; SMS is included up to your plan's monthly allowance.
Get your evenings back this tax season.
Set up your first document request in a minute. Let DocChase do the chasing.
14-day money-back guarantee · Clients never need an account