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.
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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