Send one secure magic link per client. They upload files, sign agreements, you get notified instantly. No more chasing.
Free during beta. No credit card needed.
Trusted Security & Compliance
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.
256-bit encryption, SOC 2, GDPR. Your clients' data stays safe.
"DocCollect completely changed how we onboard clients. What used to take a week of back-and-forth now happens in hours."
— Jane D., CPA Firm Partner
Early Beta Tester
Start free. Upgrade when you need more.
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.
Yes. All files encrypted at rest and in transit (AES-256). SOC 2 compliance in progress. Your data stays yours.
Absolutely. The Free plan is $0 forever — 3 active requests, file uploads, 500MB encrypted storage. No credit card.
Join 150+ accounting firms already on the waitlist.
No spam. One email when we launch. Unsubscribe anytime.