Evaluate the workspace and its release gates in 8 steps.
Keep your existing production delivery and reminder channels in place while DocScoop's gated lifecycles are certified.
Create your account
Sign up with Google or email to create a free early-access owner workspace. No credit card is required.
Set up your workspace
Enter your firm name. Team invitations, multi-seat access, and role lifecycles remain certification-pending.
Add your first client
Create a client record with their company name and contact email. This is who you'll be collecting documents from.
Create an engagement
Select a checklist template (or build your own), set the engagement type, and choose a due date. Templates cover monthly bookkeeping, year-end close, and tax prep.
Share the portal link
Generate a magic link and share it through your existing approved channel. The client can view the checklist without creating an account.
Review recorded checklist state
Use the dashboard to review state recorded in DocScoop. File uploads and automatic upload-driven transitions remain certification-pending.
Review the reminder gate
Reminder history is visible, but provider-authenticated delivery is disabled until delivery, retry, and duplicate handling pass certification.
Generate prep summary
When everything is in, generate a one-click prep summary with full context: what arrived, what's missing, reminder history, and any blockers. Your staff is ready to work.
Ready to get started?
Create a free early-access workspace and review the released surfaces safely.
Evaluate Early Access