Early access · waitlist open

Stop chasing clients.
Let the system do it.

DocPortal gives solo bookkeepers a client-facing upload portal with automated reminders and a real-time missing-document dashboard. Built for 1-person practices.

14-day free trial at launch. No credit card required.

Want faster access? Book a 15-min call →

✓ You're on the list! Check your inbox — we'll be in touch within 24 hours with your free access.

"Feel like I spend half my time chasing documents..."

— r/Accounting · 60+ upvotes · 1 month ago

How it works

One link per client

Generate a unique upload URL for each client. They click, they upload — no login required.

Missing-doc dashboard

See who has submitted and who hasn't. No more digging through 12 email threads.

Auto reminders

Scheduled nudge emails go out automatically. Polite at 14 days, firmer at 7, urgent at 2.

Before vs after

Without DocPortal
  • Manual follow-up emails every week
  • Hunting through threads to check who sent what
  • Month-end delays because 3 clients are still missing
  • 40–60% of your time on admin, not billable work
With DocPortal
  • Clients upload via their personal link
  • Dashboard shows every client's status at a glance
  • Reminders send themselves on schedule
  • You focus on the work that earns

Pricing

Free
for first 10 users · unlimited clients
No credit card required
Includes: upload portals · missing-doc dashboard · auto reminders · file archive

After that, $29/month. Cancel anytime.

TaxDome starts at $67/mo. Client Hub starts at $69/mo. DocPortal does one thing — document collection — at half the price.

Ready to stop chasing?