DocChase
AutomatedDocChase is a document collection tool built for bookkeeping firms. It provides each client a simple magic-link upload portal, sends automatic reminders, and shows a dashboard of what is still missing — eliminating repetitive follow-up emails.
DocChase has 4 plans: paid plans from $12/month. We have not recorded a price change.
DocChase plans and prices
Solo
monthly$12/mo
- Up to 15 active clients
- Unlimited request templates
- Automatic email reminders
- Client upload portal
- CSV export
Firm
monthly$26/mo
- Up to 75 active clients
- Everything in Solo
- Up to 3 team members
- Priority reminders & escalation
- Branded client portal
- CSV & ZIP export
Practice
monthly$49/mo
- Unlimited clients
- Everything in Firm
- Unlimited team members
- SMS reminders
- API access
- Dedicated onboarding call
DocChase
monthly$12/mo
Price history
Last 4 recorded changes
| Date | Plan | Change | Old | New | Δ% |
|---|---|---|---|---|---|
| Sep 3, 2026 | DocChase | New plan | — | $12 | — |
| Jun 20, 2026 | Practice | New plan | — | $49 | — |
| Jun 20, 2026 | Firm | New plan | — | $26 | — |
| Jun 20, 2026 | Solo | New plan | — | $12 | — |
Other Finance & Accounting products
No confirmed alternatives yet.