We stripped away every unnecessary click, password field, and friction point. What remains is a hyper-optimized pipeline connecting your firm directly to your clients' documents.
A high-density dispatch hub. Monitor exactly which clients have received their magic links, who has viewed them, and whose W-2s have securely synced to your vault.
Built ground-up for tax and accounting workflows. No generic SaaS workarounds.
Clients receive a unique, expiring link — no account creation, no password fatigue. Just a single tap to upload.
Bypass overflowing inboxes. Deliver each document request directly by SMS with a clear upload action.
Every file is encrypted in the client browser before upload. DocuChase is hosted by providers that maintain SOC 2 Type 2 attestations.
The engine sends intelligent, escalating reminders — so you never have to send another 'just checking in' email again.
Monitor the full request lifecycle from sent → viewed → uploaded from a single, high-density command center.
Identify bottlenecks, review turnaround time, and understand request progress across your firm.
Select client, choose document templates, fire the request in under 8 seconds.
A personalized magic link lands in the client's SMS inbox with zero friction instructions.
Client uploads directly from any device. Files are instantly encrypted and verified.
You receive an instant notification. Documents are indexed and ready in your vault.
Every document that passes through DocuChase is encrypted before it leaves your client's device. Our hosting providers maintain SOC 2 Type 2 attestations, while each firm remains responsible for its own security and compliance program.
Read our full security architectureJoin the Founding Member cohort and lock in $49/month before the price scales with demand.