DocChase

What it does

DocChase collects missing receipts and bank statements from your bookkeeping clients. Each client gets a magic upload link, no login or app. Automatic email reminders follow up until everything arrives. One dashboard shows what's missing at month-end close.

DocChase helps small bookkeeping firms collect missing receipts, bank statements, and documents from clients every month. Magic-link portals, automatic reminders, one dashboard.

DocChase gives each client a simple upload page, sends automatic reminders on your schedule, and shows you exactly what's still missing. One dashboard. Every client. Every month. Same ask, different client. Half never reply. The other half send the wrong files. Drive, Dropbox, email, text messages. You can't tell what's missing without checking each one. Clients haven't sent statements. Books sit open. The next month starts before the last one closes. Build a checklist of what you need and send each client a magic link. No logins, no apps, no friction. Your client sees exactly what's missing and uploads files in seconds. If they forget, DocChase reminds them automatically. Open one…from docchase.app

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