Stop chasing clients for documents.

Doc Chaser automates document collection for accounting firms — smart follow-ups do the chasing, so your team can focus on the work that matters.

No spam — we'll email you when we launch.

How it works

1

Request documents from clients

Each client gets a custom link — no login required — where they can upload files from their desktop or phone, or just snap a photo and upload it on the spot.

2

Smart follow-ups go out automatically

Doc Chaser emails and reminds clients on your behalf, at just the right time.

3

Documents come back organized

Everything lands in one place, sorted and ready for review.

Why firms will switch

Save hours every week

No more manual chasing emails or phone calls to track down a missing 1099.

Fewer back-and-forth messages

Automated reminders mean your team isn't sending the same email three times.

Documents, organized automatically

Nothing gets buried in an inbox — everything is sorted by client, ready to review.

A better client experience

Clients get friendly, timely reminders instead of frustrated calls at tax time.