Free
$0
Up to 3 active clients
Know which client requests are ready to work on — and what still needs attention.
Send each client one link per period and track the status of every requested document. See at a glance which engagements are ready.
How it works
- 1
Prepare the request
Choose a checklist and set the period you want to track.
- 2
Share one link
Give the client one portal link for the period.
- 3
Client sees each item
The portal lists every requested item for the client; file uploads remain in certification.
In certification - 4
Review each version
Keep the review decision alongside each checklist item.
- 5
Mark ready
See which engagements are ready once the requested work is complete.
See each request in one place
Client portal
Give each client one place to review a request.
- Share a passwordless link for one engagement.
- Clients can review that engagement's checklist without an account.
- A link stops working when it expires, is revoked, or is replaced.
Portal linkLiveUploadIn certification
Review each version
Keep review decisions with the request.
- See the current review state for each checklist item.
- Keep a request tied to its engagement.
- File uploads remain in certification.
In certification
Today queue
See what is ready for the next step.
- Find engagements ready for preparation.
- See who each request is waiting on.
- Review due dates and recent activity.
Live
What's live today
Client, engagement, and checklist tracking
LiveAvailable in the early-access workspace.
Magic-link client portal
LivePortal links and checklist views are available in early access.
Client and staff file uploads
In certificationStorage credentials and the end-to-end upload lifecycle are being certified before release.
Reminder email delivery
In certificationProvider authentication and delivery evidence are being certified before release.
Preparation summaries
LiveOn-demand summaries are available in the workspace.
Multi-seat role-based access
In certificationTeam invitation and permission lifecycles are not publicly released.
Paid checkout and subscription lifecycle
In certificationCheckout stays closed until organization binding and provider lifecycle tests pass.
Pricing preview
Pro
Preview$29.99/month
$239.99/year
Up to 50 active clients
Checkout isn't open yet.
Security in plain words
- A firm can share a passwordless link for one engagement so the client can review that engagement's checklist without creating an account.
- Staff requests use bearer authentication and workspace records carry organization ownership. The browser keeps the current staff token in tab-scoped session storage rather than persistent local storage.
- The link stops working when it expires, is revoked, or is replaced.
- The upload path is present behind a closed release gate. Production client documents should continue through the firm's already-approved delivery channel. The intended path uses non-public object storage, presigned upload targets, and a separate server confirmation step.
Questions
How do clients upload documents?
Magic-link portal and checklist views are available in early access. The end-to-end file upload lifecycle is still being certified and is not yet released for production client work.
Is my data secure?
Public traffic uses HTTPS and the web application publishes browser security headers. DocScoop does not claim database TLS, audited at-rest encryption, self-service export, or a released upload-storage lifecycle until production evidence exists.
Can I customize reminder schedules?
Not yet. Reminder delivery is disabled while provider authentication, delivery evidence, retries, and duplicate handling are certified. Existing recorded reminder history can still be reviewed.
What file types are supported?
No file type is released for public upload today. PDF and image upload is being tested; supported formats and limits will be published only after the production storage lifecycle passes certification.
How does pricing work?
The early-access Free workspace supports up to 3 active clients. Team access is not a sellable entitlement in the current release. Pro is a published catalog preview at $29.99/month; paid checkout is not open yet.
Can I migrate from my current workflow?
You can evaluate clients, engagements, checklists, and portal views without migrating existing records. Keep your current document-delivery workflow in place until uploads and reminder delivery are certified.
How is DocScoop different from Karbon, TaxDome, Canopy, or Jetpack Workflow?
DocScoop focuses on one job: requesting and tracking client documents — client records, engagement tracking, checklist templates, the magic-link portal, and prep summaries, currently in early access.
When will DocScoop be generally available?
No date is announced. General availability depends on completing certification for file upload and reminder sending, and on opening paid checkout. Today the Free plan covers client and engagement tracking, checklists, portal links, and prep summaries; file upload and reminder email are not available yet. Pro pricing is shown in the catalog for preview only.