Stop chasing clients for documents

Send one link. Get every document. Automatically.

DocsChase lets bookkeepers collect client documents without the email back-and-forth; clients upload through a simple link, and the bookkeeper sees what's received vs. outstanding.

Start your 14-day free trial

No credit card required.

How it works

1

Create a document request

Specify which documents you need from your client in just a few clicks.

2

Client uploads via secure link

Your client uploads files through a simple link—no login or account needed.

3

Track and auto-remind

See what's received at a glance. DocsChase automatically reminds clients who haven't uploaded.

Why bookkeepers love DocsChase

Send one link — no logins

Your clients don't need to create accounts or remember passwords. Just share a link and they're ready to upload.

See status at a glance

Track what's received and what's outstanding in one simple dashboard. No more spreadsheets or email threads.

Automatic reminders

DocsChase automatically sends reminder emails to clients who haven't uploaded their documents. You stay focused on your work.

Your clients' documents are encrypted and stored securely.

Simple pricing

14-day free trial, then $35/month or $129/year

Start your 14-day free trial

No credit card required.