Stop chasing clients for documents.
Create document requests, collect files, track what’s missing, and remind clients — all from one simple workspace.
- No client login required
- Setup in minutes
- WhatsApp & email ready
Workspace
Requests
Total
48
Completed
19
In progress
21
Overdue
8
Reminder sent to Acme Corp
2 missing documents still pending
Everything in one place
Built for smooth client communication
Replace scattered WhatsApp threads with a clear request, upload, and review workflow.
Create requests in minutes
Pick a client, choose a template, set a due date, and share one secure link.
Collect every document
Clients upload PDFs and images from any device — no account needed.
Remind without the chase
Send email reminders or open WhatsApp with a prefilled follow-up message.
Review with confidence
Approve clean files, reject unclear ones with a reason, and track progress.
Loved by CAs, accountants & consultants
A better way to collect documents
See what’s uploaded, what’s missing, and who needs a reminder — without digging through chat history.
Get startedITR Filing Documents
Rahul Shah · Due 15 Aug 2026
- PAN CardUploaded
- Aadhaar CardUploaded
- Bank StatementUploaded
- Form 16Missing
- Investment ProofMissing
- Previous ITRMissing
How it works
Three steps. Less chasing.
- 01
Create a request
Select the client, required documents, and due date.
- 02
Share the link
Send it by WhatsApp or email. Clients upload instantly.
- 03
Review & complete
Approve, reject, remind, and mark the request done.
Who it’s for
Made for professionals who collect papers for a living.
- CA firms
- Accountants
- Consultants
- Loan agents
- Insurance agents
- HR consultants
FAQ
Common questions
Do clients need a DocChase account?
No. You send a secure link. Clients open it and upload documents immediately.
What file types can clients upload?
Clients can upload PDF, JPG, JPEG, PNG, and WEBP files — up to 10MB per file.
Can I reject incorrect documents?
Yes. Reject with a reason, and the client can re-upload from the same link.
Who is DocChase built for?
Professionals who regularly collect papers from clients — CAs, accountants, agents, and consultants.
Stop chasing. Start collecting.
Set up your workspace, send your first request link, and see missing documents clearly.
Get started