Client document collection software for accountants

The tax-season treadmill

Every return starts the same way: a spreadsheet of documents, a mass email, and then weeks of follow-up. Who still owes bank statements? Which client sent the wrong year? The list lives in your inbox, the status lives in your head, and the chasing eats hours you don't have during busy season.

How DocLoop fixes it

1. 1. Build checklists once, reuse forever

   Keep a library of the document types you routinely need — W-2s, prior-year returns, PBC schedules, engagement letters — and attach them to any client engagement in two clicks.

2. 2. Clients upload through a private link

   Send one link per client. They see what's missing, upload files, and re-upload after a rejection — without ever creating an account.

3. 3. The chasing happens automatically

   DocLoop emails polite reminders before the due date and keeps following up until the documents arrive. When something goes past due, you get alerted instead of discovering it in April.

4. 4. See everything on one dashboard

   Every engagement sorted by urgency — overdue first — with the exact documents still outstanding per client.

Deliberately simple, honestly scoped

DocLoop does one job — collecting and tracking client documents — and does it well. There is no e-signature, no AI document review, and no accounting-software sync yet. Those come later, driven by feedback from paying firms, not by feature-list pressure.

Questions accountants ask

Do my clients need to create an account?

No. Each client gets a private upload link you send them. They open it, see exactly which documents are outstanding, and upload files directly — no password, no signup, nothing to install.

How do the automatic reminders work?

DocLoop emails your client a chase email starting three days before an engagement's due date and repeats every three days until the outstanding documents arrive. You also get an alert the moment something goes overdue, so you're never the last to know.

Can I reject a document and ask for a resubmit?

Yes. Mark any received document as rejected with a note (for example, “March statement missing”). The client sees your note on their portal and can upload again; every version is kept in the audit trail.

Does it work for recurring work like monthly bookkeeping?

Yes. Engagements can be one-off (with a due date) or recurring — weekly, monthly, quarterly, or annual — so your quarterly estimates and annual returns each keep their own checklist.

What does it cost?

There's a free tier to run a small book of clients, with paid Solo and Firm plans when you need more volume. No per-document fees, no charge for your clients to use the portal.