DocuChase — Your month-end close, without the monthly client chase.
DocuChase is a SaaS tool that automates recurring document collection for solo QuickBooks Online (QBO) bookkeepers. Set up a monthly request once — your clients receive a magic link by email every month and upload their bank statements, receipts, and invoices to a branded portal. No login required for your clients. Three automatic reminders are sent on day 3, 7, and 14 until all documents arrive.
Who DocuChase is for
Solo bookkeepers, QuickBooks Online ProAdvisors, virtual bookkeepers, CPAs, and small accounting firms that close the books for 5 to 50 small business clients each month and want to stop chasing documents by email.
Core features
- Recurring monthly document requests sent automatically on the day you choose
- Magic-link client portal — no account or password required for clients
- 3 automatic reminders with escalating tone (friendly, polite, urgent)
- Branded portal with your logo, your colors, and (on Pro and Agency) your custom domain
- One-click approve or reject documents with a rejection reason sent back to the client
- Reusable request templates: monthly close pack, year-end pack, custom checklists
- Bulk send the same request to up to 50 clients in one click
- Real-time email and in-app notifications when a client uploads
- Reporting dashboard: track overdue, stalled, and on-time clients
- Google Drive export for all collected files
- GDPR-compliant, EU-hosted in Paris, AES-256 at rest, TLS 1.3 in transit
Pricing — founding member, locked forever
- Free: $0/month — up to 3 active clients
- Solo: $14/month — up to 20 active clients, recurring requests, branded portal
- Pro: $29/month — up to 50 active clients, custom domain, priority support
- Agency: $59/month — unlimited active clients, white-label, team access
14-day free trial on all paid plans. No credit card required. Cancel in one click.
How DocuChase compares
DocuChase is the bookkeeper-focused alternative to Content Snare and FileInvite. It is half the price of Content Snare, includes recurring monthly requests as a core feature (not an add-on), and is hosted in the EU for GDPR compliance. Bookkeepers using DocuChase report saving 4 to 6 hours per month and achieving ~85% on-time client completion rates.
Get started
Sign up at https://getdocuchase.com/signup. Available in English and French. Built and supported by Amine, solo founder based in Paris. Contact: amine@getdocuchase.com.