Collect Documents
Without the Chase
Stop sending endless emails and follow-ups. Create document requests, set automatic reminders, and let your clients upload everything in one secure portal.
No credit card required. Start collecting documents in minutes.
Sound Familiar?
You're not alone. These are the most common frustrations we hear from professionals.
"I sent 5 reminder emails"
Clients forget. You follow up. They forget again. The cycle never ends. Your inbox is full of document requests.
"Which file was that again?"
Documents scattered across emails, Dropbox, and text messages. Finding that one bank statement takes forever.
"Deadline is tomorrow!"
Tax season, audit deadlines, filing dates. Missing documents mean missed deadlines. And that means stressed clients and staff.
Everything You Need to Collect Documents
Simple tools that make document collection effortless for you and your clients
Simple Client Portal
Send a link. Clients upload. No accounts, no passwords, no friction. They just click and upload their documents.
Automatic Reminders
Set it and forget it. DocRemind sends polite reminders until documents are uploaded. No more manual follow-ups.
Built-in Chat
Clients can ask questions directly in the portal. Answer once, move on. No phone tag or email chains.
Track Everything
See who uploaded what and when. Know exactly which clients still need to submit documents at a glance.
Secure Storage
All documents stored securely in the cloud. Access from anywhere, anytime. Bank-level encryption.
Unlimited Clients
Manage as many clients as you need based on your plan. Scale as your practice grows.
How It Works
Three simple steps to never chase documents again
Create Request
Select a client, describe what documents you need, set a due date. Takes 30 seconds.
Share Link
Email or text the secure link to your client. No account needed on their end.
Get Documents
Clients upload directly. You get notified. Auto-reminders handle the rest.
Simple, Transparent Pricing
Choose the plan that fits your practice. Cancel anytime.
Free
To get started
- Up to 5 clients
- Unlimited requests
- Automatic reminders
- Built-in chat
Starter
For solo practitioners
- Up to 50 clients
- Unlimited requests
- Automatic reminders
- Built-in chat
Growth
For growing practices
- Up to 250 clients
- Everything in Starter
- Priority support
- Custom branding
Office
For larger teams
- Up to 500 clients
- Everything in Growth
- Team members
- API access
All plans include secure cloud storage and email support. Powered by Stripe.
Frequently Asked Questions
Do my clients need to create an account?
No. Clients simply click the link you send them and upload documents directly. No passwords, no sign-ups, no friction.
How do automatic reminders work?
Set a due date when creating a request. DocRemind automatically sends polite email reminders as the deadline approaches until documents are uploaded.
Is my data secure?
Yes. All documents are encrypted in transit and at rest using bank-level AES-256 encryption. We use AWS for secure cloud storage.
Can I cancel anytime?
Absolutely. No contracts, no cancellation fees. You can cancel your subscription anytime from your settings page.
What file types are supported?
Clients can upload PDFs, Word documents, Excel files, images (JPG, PNG), and most common document formats up to 25MB each.
Ready to Stop Chasing Documents?
Join hundreds of professionals who save hours every week with DocRemind. Start your free trial today.
Start Free TrialNo credit card required. Setup takes 2 minutes.