What's new in DocScoop.
Follow our progress as we build the best document collection platform for accounting firms.
Initial Release
Client management and document collection
Create clients, open engagements, assign checklist templates, and track document status in real time.
Magic-link client portal
Clients receive a secure link via email. No account needed. Upload files directly against your checklist items.
Automated email reminders via Brevo
Configure gentle, follow-up, and final reminder cadences. DocScoop sends them automatically so you never have to chase documents manually.
Prep summary generation
One-click summaries showing what arrived, what's missing, reminder history, and blockers. Your staff is ready to work without digging through emails.
Free and Pro plans with LemonSqueezy billing
Start free with up to 3 clients. Upgrade to Pro for 50 clients, 10 staff seats, automated reminders, and prep summaries.
Dark theme UI
A clean, professional interface built for long working sessions. Every screen designed for clarity and speed.