The Most Secure Way for CPAs to Collect Documents
Engineered specifically for tax professionals and bookkeepers. Meet IRS Pub 4557 and WISP compliance while giving your clients a seamless, no-login upload experience.
Why Top Firms Choose DocuChase
IRS Pub 4557 Compliant
End-to-end encryption ensures only you hold the decryption keys. Meets strict Written Information Security Plan (WISP) requirements.
Passwordless Experience
Clients receive a secure, one-time magic link via SMS or Email. No accounts to create, no passwords to forget.
Automated Chasing
Set it and forget it. DocuChase automatically follows up with clients who haven't uploaded their documents.
Stop managing unsecure email attachments
Join the accounting firms that have upgraded their security and modernized their client experience.
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