Product tour

How DocLoop works

From “please send your documents” to “all documents in” — six steps, one tool, zero client accounts.

1. Step 1

   Create the client and the engagement

   Add a client once (name, email, company). Then create an engagement for each piece of work — “FY2026 Tax Return”, “Q1 Loan Application”, “Estate Plan” — with a due date or a recurrence like quarterly or annual.

2. Step 2

   Pick the documents it needs

   Your library holds the document types you ask for repeatedly. Tick the ones this engagement requires; each becomes a tracked request automatically. New document types can be added on the fly.

3. Step 3

   Share one private upload link

   Generate a link for the client and send it however you normally would. The link is private to them, covers all their engagements, and can be regenerated at any time if it leaks.

4. Step 4

   Clients upload without an account

   They open the link, see exactly which documents are outstanding (and any rejection notes), and upload files straight from their phone or laptop. No passwords, no portals to learn.

5. Step 5

   Review, reject, resubmit

   Mark documents received and reviewed. Something incomplete? Reject it with a note (“March missing”) — the client sees the reason and uploads again. Every version stays in the history.

6. Step 6

   DocLoop does the chasing

   Starting three days before the due date, clients get polite email reminders with their personal upload link, repeating every three days until everything arrives. You get an alert the moment anything goes overdue — and a CSV audit trail whenever you need one.

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