Build the checklist
Tick the documents each engagement needs — bank statements, prior-year returns, IDs — from your own library.
For accountants · brokers · lawyers
Your clients' documents,
chased and collected
without you chasing.
DocLoop turns “please send your tax forms” into a checklist your client opens with one link — uploads straight from their phone, no account needed — while automated email reminders do the following up.
Free plan: 3 clients, every feature included · paid from $9/mo
Send one private link
Your client opens a personal page: exactly what's owed, upload in two taps. No signup, no app, no password.
DocLoop does the chasing
Polite reminder emails go out before and after due dates until everything arrives. You get one alert if anything slips.
Pricing
Free to start. $9 when you outgrow it.
Free
$0/mo
- ✓Up to 3 active clients
- ✓Unlimited engagements & checklists
- ✓No-login client upload portal
- ✓Automated email chasers
- ✓CSV audit-trail export
Solo
$9/mo
- ✓Everything in Free
- ✓Unlimited clients
- ✓Priority email support
Firm
$29/mo
- ✓Everything in Solo
- ✓Team seats (rolling out)
- ✓Branded portal (roadmap)
- ✓Priority support
Payment by card through Stripe · monthly · cancel anytime · full plan details
Why switch
The tools you've heard of —
and what we charge.
TaxDomefrom $800 per user, per year — billed upfront
Canopyfrom $74 per user, per month
Content Snare$35/mo for 20 open requests
FileInvitefrom $829/mo
DocLoopfree for 3 clients · then $9/mo flat, everything included
Competitor prices from their published pricing pages, August 2026.
The work begins when the papers arrive.
Set up your first client checklist in minutes. Free forever tier, no credit card required.
Start free