Review document requests and protected vault content in one workspace. Client portal uploads, outbound delivery, and automated reminders are currently unavailable.
Review client requests and recorded checklist status. Delivery, read receipts, and client portal uploads are currently unavailable; document receipt does not establish readiness.
Review what is available today and which workflows remain unavailable.
Review client document requests and checklist status in the dashboard. Client portal uploads are currently unavailable.
Outbound email and SMS delivery are currently unavailable. Requests do not send messages to clients.
Protected vault documents are encrypted in the browser before upload. Authorized users decrypt them locally with client-controlled vault credentials.
Automated reminders are currently unavailable. Firms remain responsible for their client follow-up.
Review recorded request and checklist status. A received document does not establish that an engagement is ready.
Accountants assess document evidence and retain responsibility for professional review and final decisions.
Review the client and document checklist for a request.
Check recorded request status. Outbound email and SMS are unavailable.
Authorized firm users unlock protected vault content locally in their browser.
Review document evidence. Receipt alone does not confirm completeness or readiness.
DocuChase encrypts protected vault documents in the browser before upload. Our servers, storage systems, backups, and restores store encrypted document contents and wrapped key material. Authorized users decrypt documents locally with client-controlled vault credentials.
Read our full security architectureOpen the dashboard to review requests. Paid checkout and trial enrollment are currently unavailable.