Stop chasing clients for documents
Send one link. Your client can photograph each page. You receive one clean PDF.
No app, no password, no pile of loose photos. Your clients use the phone they already have. DocsChase joins the pages, shows you what’s received and what’s still missing, and reminds clients who haven’t uploaded yet.
Start your 14-day free trialNo credit card required.
How it works
Create a document request
Specify which documents you need from your client in just a few clicks.
Client uploads via secure link
Your client uploads files through a simple link—no login or account needed.
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 $349/year
Start your 14-day free trialNo credit card required.