FOR BOOKKEEPING & ACCOUNTING FIRMS
Stop chasing clients for bank statements.
DocChase sends the reminders, collects the documents, and shows you who's still missing what — so month-end starts on time. No client logins. Flat price, unlimited clients.
Sound familiar?
“Documents get buried in a string of emails.”
“I'm the one sending the fifth follow-up.”
“I just want a dashboard that shows who hasn't sent this month's documents.”
— actual bookkeepers, actual month-ends. We read hundreds of these.
You didn't start a firm to babysit inboxes.
Three steps. Zero chasing.
One link per client
Send each client a single upload link. No logins, no passwords, no portal training. They tap it on their phone, snap or drop the files, done.
Reminders send themselves
DocChase nags only about what's missing — the 2nd, 3rd, and yes, the 5th follow-up — on your schedule, from your firm's name. You never write “just checking in” again.
One dashboard, whole picture
See every client, every document, every month: 🟢 received, 🔴 still missing. Spot patterns like “payroll report is late every single month” before they wreck your close.
Try it — this demo is clickable.
Sarah's Bakery
🔴 Payroll report missingBluebird Cafe
🔴 CC statement missingHilltop HVAC
🔴 Bank statement missingPer-client pricing is a tax on growing.
THE PER-CLIENT PORTAL YOU'RE QUOTED
$8 × 25 = $200/mo
Typical per-client portal pricing. It grows every time you do.
DOCCHASE
$39/mo
Unlimited clients. Unlimited requests. Every feature.
Built by someone who automates back-offices for a living.
I'm a developer who builds document and workflow automation for small firms. DocChase started because I kept watching smart people lose hours to inbox archaeology every month-end. I'm building it in public — early members vote on the roadmap, and I answer every email myself.
— TK, founder
Questions
Private beta opens in 6–8 weeks. The early-access list gets in first, founding pricing applies for life.
Next month-end could start on time.
Join the early-access list. One launch email, zero spam.
No credit card. No spam. Just the launch email and founding pricing.