From sign-up to your first prep summary in 8 steps.
Everything you need to start collecting documents smarter.
Create your account
Sign up with Google or email. It takes 30 seconds and no credit card is required.
Set up your workspace
Enter your firm name and invite your staff members. Each person gets their own login with role-based access.
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
Your client receives a magic link via email. They click it and land on a clean portal showing exactly what you need. No password, no app to install.
Track documents
As your client uploads files, your dashboard updates in real time. See what's arrived, what's missing, and what's overdue at a glance.
Send reminders
Set up automated reminder cadences (gentle, follow-up, final) or send manual reminders anytime. DocScoop handles the follow-up so you don't have to.
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.