Send one secure magic link per client. They upload files, sign agreements, you get notified instantly. No more chasing.
Closed beta. No credit card needed to request access.
Closed Beta Only
DocCollect is being shaped with early accounting partners. We’re focusing on secure file collection, document requests, and clear workflows before broader release.
Three simple steps. No training, no complex setup.
Pick what you need — tax returns, receipts, engagement letters. One click, one secure link generated.
Email or SMS the link. No app, no account needed on their side — it just works.
Instant notification when they upload or sign. Auto-reminders if they forget. You're done.
Built for professionals who value their time.
One click, zero friction. Clients don't need accounts, passwords, or apps.
Drag & drop any format. Encrypted in transit and at rest. Auto-save built in.
Clients sign engagement letters, agreements & forms — right in the portal.
Smart follow-ups sent automatically. Cut manual chasing by 71%.
See who's opened, uploaded, or signed — all at a glance on your dashboard.
TLS 1.3 in transit, AES-256 at rest, and role-based access for client workspaces.
Current Phase
We’re looking for a small group of accounting firms to shape the product before a wider launch.
Request Early AccessPlanned plans for early-access firms. Join the waitlist to be considered.
Forever
per month / per firm
per month / per firm
Emails get lost in inboxes, attachments are forgotten. DocCollect gives clients a single portal — everything in one place, auto-reminders, and you see real-time status.
Never. They get a magic link via email or SMS. No app, no password, no account creation required.
Files are encrypted in transit with TLS 1.3 and stored with AES-256 encryption. We're keeping access limited during beta while formal compliance work is in progress.
You'll be contacted if we open a beta seat that matches your firm. No credit card, no commitment, just early-access review.
Join the beta waitlist for early access and product updates.
No spam. One email when we launch. Unsubscribe anytime.