Frictionless Tax Document Uploads
If your clients struggle with passwords or clunky portals, they will send sensitive documents over email. DocuChase fixes this with secure, magic-link uploads.
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