Frequently asked questions

A simple way for bookkeepers and accounting firms to collect documents from their clients. You list the documents you need, send your client one private link, and see what has arrived and what is still missing. DocsChase sends polite reminders for anything outstanding.

No. Your client opens the private link on a phone, tablet or computer and uploads from there. There is nothing to install and nothing to remember.

On a phone, they tap Take a photo and photograph each page. DocsChase joins the pages into one PDF on their phone before sending, so you receive one tidy file instead of loose photos. They can also choose PDF, PNG or JPEG files from their phone or computer, up to 25 MB per send. Up to 30 pages are joined into one PDF per send; for a longer document, they send the rest with Add more pages. A request can list up to 50 documents and accepts up to 100 files (1 GB) in total.

Right after you create a request you can copy the link and paste it anywhere, email it from DocsChase (we send it on your behalf, and replies come to you), or, on a phone, share it through WhatsApp, SMS and other apps.

No. Open the request in My requests and choose Get a new link. For your client’s security we never keep a readable copy of a link, so we create a new one; links you already sent keep working.

While documents are outstanding, DocsChase emails your client automatically every 3 days, starting 3 days after you create the request. You can also click Send a reminder now. A request receives at most one email every 24 hours, and every email includes a private upload link. Reminders stop when everything has arrived, when the link expires, when you delete the request, when your plan’s email allowance is used up, or when your client uses the “Stop emails about this request” link that every email includes (we’ll tell you if they do).

Upload links work for 30 days. A link also stops working when every document has been received or marked as not needed, or when you delete the request. If a link has expired, your client can ask for a new one from the link page, using the email address you sent it to.

On a received document, choose Ask for it again: we email your client to send a new copy, and the file you already have is kept. If your client taps I don’t have this document, you’ll see “Client doesn’t have it”; choose Undo if you still need it.

New accounts can use DocsChase free for 14 days, with no payment details needed. The trial is available once per email address. During the trial you can have up to 5 open requests at the same time, send up to 50 emails to clients, and store up to 500 MB. You are never charged unless you choose a plan.

Access is paused until you choose a plan: your clients’ links are paused and no reminders are sent. Your requests and documents stay in your account and are available again as soon as you subscribe.

$35 per month or $349 per year, in US dollars, with every feature included. Applicable taxes are calculated and added at checkout. Paid plans include 15 GB of storage and 1,500 emails to clients per month. See the pricing page for all limits.

Paddle.com, our Merchant of Record. Paddle processes your payment, handles taxes and invoices, and issues approved refunds. We never see or store your card details.

Any time, from Plan & billing → Manage subscription, or by emailing support@docschase.com. Cancellation stops future payments and takes effect at the end of the period you paid for; you keep access until then.

You can ask for a refund within 14 days of your first purchase or of a renewal. Email support@docschase.com from your account’s email address. Approved refunds are paid by Paddle to your original payment method, and the subscription then ends. Full details are in our Refund Policy.

Documents travel over encrypted connections and are stored encrypted in Frankfurt, Germany. Each firm can reach only its own data, download links last only a short time, and we store only a one-way fingerprint of each upload link, never the link itself. We never review, sell or use your documents for anything else. Read more in our Privacy Policy.

We back up our database every day. Uploaded files are not included in these backups, so please download the documents you need to keep and store them in your own records.

If your account isn’t used for 12 months (no sign-in and no use of the dashboard) and has no active subscription, we email you a warning. If you still don’t sign in within 30 days, the account and its data are deleted. Signing in at any time cancels the warning.

In Settings → Delete account. If you have an active subscription, please cancel it first. Your account data and your clients’ documents are then deleted within 60 days, as described in our Privacy Policy.

Your bookkeeper or accountant uses DocsChase to collect documents from you. The link is private to your request: please don’t forward it to anyone.

Open the link, then for each document tap Take a photo (on a phone) or choose a file. For a document with several pages, photograph each page and tap Send: the pages arrive as one PDF. No account or password needed.

Tap I don’t have this document under it. Your bookkeeper will see this and can contact you if they still need it.

On the same page, enter the email address the link was sent to and tap Email me a new link. You can also contact your bookkeeper directly.

Every email about your request ends with a link: Stop emails about this request. Tap it and confirm, and we won’t email you about that request again. The person who asked for your documents is told, and your upload link keeps working.

Only the firm that sent you the link. We store your documents on their behalf and never use them for anything else. For questions about how your documents are used, contact that firm first; you can also write to privacy@docschase.com.