The Most Secure Way for CPAs to Collect Documents
Designed for tax professionals and bookkeepers who need a secure, reviewable way to request and receive client documents.
Current product boundaries
Safeguard-oriented design
Browser-side encryption and scoped access controls can support a firm's safeguards. Each firm remains responsible for its risk assessment, written security plan, vendor review, and legal obligations.
Passwordless Experience
Clients receive a secure, one-time magic link via SMS or Email. No accounts to create, no passwords to forget.
Request visibility
Track requested items and upload progress without relying on unsupported automation claims. Automated reminders remain disabled during technical certification.
Evaluate the collection workflow
Review the product and trust boundaries before deciding whether DocuChase fits your firm.
Review the product